Portfolio Creation Masterclass
Join us for an insightful seminar tailored for financial advisers eager to enhance their expertise in investment planning. Get acquainted with the essentials of crafting and managing an investment portfolio, providing practical insights into asset allocation, portfolio diversification, rebalancing and risk management. Other than Unit Trusts, we will also be exploring asset classes such as bonds, stocks, ETFs, cash and learn how to effectively integrate them for a diversified portfolio.
Of course, pure theory is not enough.
That's where you get to hear from Mark Liu, a practitioner in the industry with over 20 years of experience. Mark will be providing invaluable insights on effective strategies for closing investment cases and maintaining relationships with client over the long term. Additionally, he will also delve into building AUA for your advisory business and how it creates a win-win situation for you and your client.
You'll definitely emerge well-equipped to address clients' inquiries confidently and expand your horizons to explore a wider array of investment opportunities.
Seminar Details:
Date: Tuesday 10 September 2024
Time: 9.00am – 12.00pm (Lunch provided)
Location: iFAST Financial Pte Ltd, 10 Collyer Quay, #26-01 Ocean Financial Centre, Singapore 049315
CPD Hours: 3 Hours