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In the past, most of the financial planners needed one skill to be “successful”, which is the ability to sell, and get clients and will be solely compensated by commissions, if the planner unable to keep finding new prospective clients to sell to soonest or later the income will quickly go to zero. However, as the need by the consumer has shifted, the key abilities are technical competency to give the right advice, and empathy skills to form and deepen the client relationship and the sales and business development will then comes later.
The tactics for building generational wealth within Asian Heritage involve a combination of disciplined saving, strategic investing, entrepreneurship and a strong emphasis on family values and support.
This course equips you with the essential skills and knowledge needed to perform comprehensive retirement planning using Microsoft Excel. Through a combination of theoretical understanding and practical application, you will learn how to utilize Excel’s powerful tools to create realistic retirement assumptions, estimate expenses, assess funding needs, and develop strategies to address potential shortfalls.
By the end of the course, you will be proficient in leveraging Excel for data analysis, scenario planning, and visual representation to effectively plan for your retirement.
Economics is an integral part of our daily lives, often influencing our financial decisions and shaping our future. This multidisciplinary field studies how people use their limited resources to try to fulfil unlimited wants and it involves alternatives or choices. From budgeting and investment choices to retirement planning and risk management, the principles of economics through its disciplines of microeconomics and macroeconomics provide individuals with tools to navigate the complex financial landscape. The subject is rarely taught deeply in any financial planning course or training, but it is inevitable for financial planners to master the knowledge to explain the influence of economic theories, from mainstream to heterodox economics, that can empower people to make informed financial decisions. Therefore, this course is specially created with the sole motive that through this workshop, the participants will be able to explore how economics subject has played a crucial role in our financial planning practice. Thus, it eventually improves our practice competency to provide sound financial advice to clients.