PWM02: Fundamentals of Wealth Management

Start Date : 2012-03-19
End Date : 2012-03-21
Time : 9:00 am - 5:00 pm

Phone : +65 634 100 10

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Location : Singapore
Concorde Hotel Singapore

Industry : Business,Finance; HR,Careers; Investment,Insurance; Career Jobs;

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Description

Seminar Background

This Seminar provides a comprehensive coverage of the key technical competencies for practitioners
to effectively carry out the wealth management process.

Highlights

Learn To Meet The Needs of Clients and To Grow Your Business

Protecting One’s Wealth

Crucial Steps To Effective Wealth Maintenance

How Wealth Accumulation Can Be Achieved / Enhanced

Maximising Wealth Distribution To Chosen Parties

Organized by

PI ETA Consulting Company ,
10 Science Park Road, The Alpha, #03-16A, Singapore Science Park II, Singapore 117684

Published by Carol Lim

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Who should attend?
Financial Advisers, Insurance Practitioners, Wealth Managers, Financial Planners and Investors.

Seminar Facilitator(s):
Mr. Adam K. K. Wong
B.Acc., FCPA, Certified Professional Trainer

Country: Singapore.Event Categories: Seminar,Training.Industry: Business,Finance, Career Jobs, HR,Careers, and Investment,Insurance.