Priority Banking

The individual will gain insights to 

• The benefits and process of a financial advisory approach and how this can be applied to identify clients’ needs based on different profiles and life stages
• A framework which covers the focus of most clients and how this can be leveraged to arrive at a plan which considers investments, insurance, assets and liabilities and sources of current and future income
• Key considerations when identifying the features and benefits of each recommendation to clients

Total Training Duration / CPD Hours: 8.5

Core FAA CPD:  3

Core SFA CPD: 3

Classroom Hours: 8.5

You will learn 

• How to apply a framework to better understand the client’s met and unmet needs and wants
• How to formulate and apply plans for existing clients with the aim of deepening relationships through a wider understanding of their needs, uncovering opportunities through account review and leveraging on specialists and internal stakeholders
• Client account optimisation, negotiation skills and retention strategies 

Total Training Duration / CPD Hours: 8.5

Core FAA CPD:  3

Core SFA CPD: 3

Classroom Hours: 8.5

This session motivates and upskills client advisors to develop a business owner mindset and an entrepreneurial drive.

Critical skills, such as developing a business plan, effective management of internal or external stakeholders and understanding the risk, regulations and ethics governing client engagement and recommendations will be imparted in this session.

By seeing their role, their portfolio and client relationships through the lens of a business owner, the individual will develop a longer-term perspective, which will lead to growth and sustainability.

Total Training Duration / CPD Hours: 16

Core FAA CPD:  3

Core SFA CPD: 3

Classroom Hours: 16