Course Overview: This course covers the entire spectrum of financial services/ products from banking, insurance, pension fund, mutual fund, derivatives, debt market to microcredit. This course will equip participants with the technical know-how to financial advisory, counselling, wealth management, career mastery, vision, mission and values alignment.
Course Objectives: The objective of this 5 days intensive program is:
- To provide participants with competencies required to act as an Independent Financial Advisor
- To enable participants possess the needed skills and knowledge to understand clients needs, attitudes and fears, and design appropriate finance planning strategies suitable to individual clients.
- To enable participants meet the clients’ wealth creation and wealth protection needs while attaining high ethical and professional standards.
|Learning Learning Centre, Akowonjo, Lagos
||Jun 27 - 01 Jul, 2022
Rosemary Okonkwo +2348037119334
10% discount for 5 or more delegates. Course can also be delivered online.