P210118ZIW

UT/ILP Investment Sales Master Class

Programme Scheme : FTS


Programme Title UT/ILP Investment Sales Master Class
Programme Scheme FTS
Training Provider Falco Academy Pte. Ltd.
Purpose of Programme

The UT/ILP Investment Sales Master Class is a transformational programme which aims to change the way financial advisors look at investment sales. The Master class follows an evidence-based approach in delivering principles of investment practice required to generate profits from pooled investment products (Unit Trust, Investment Linked Policy and Exchange Traded Fund) and is delivered in total eight and a half hours in a virtual classroom setting.

Programme Website http://www.falcoacademy.com
Programme Prospectus Click here to download file
Type of Programme Others; Physical Classroom and Virtual Classroom
Industry Segment Asset Management, Capital Markets, Financial Markets, Financial Planning, Financial Services, Private Banking and Wealth Management, Retail Banking
Location of Training Singapore
Training Duration/ CPD Hours: 8.5 Hr(s)
4 Half Day(s) over 2 Week(s)
Name of Contact Person: Evelyn Tan
Designation Business Development Director
DID 81231421
Email evelyntan@falcoacademy.com
Skills Category Skills and Competencies Proficiency Level
E. Investment and Financial Management E24. Market Research and Analysis 3
G. Product, Sales and Market Management G4. Industry Knowledge (Products): Asset Management 2
G. Product, Sales and Market Management G5. Industry Knowledge (Products): Capital Markets 2
G. Product, Sales and Market Management G7. Industry Knowledge (Products): Financial Markets 2
G. Product, Sales and Market Management G21. Sales Strategy 3

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