Close to 20 years of research and time-tested frameworks, our KASHGROWTH™ Programme is an Institute of Banking and Finance, IBF accredited course that is a competency-based finance professional framework, encapsulating all aspects of Wealth Management.
Designed using various adult-learning concepts, the KASHGROWTH™ Programme sets out to break down complex frameworks into simple layman sales concepts for participants to better understand and remember.
This program offers participants the opportunity to experience journey-style illustration and partake in multiple facilitation workshops. Ultimately, participants can take back more than 100 easy-to-remember planning and sales concepts to integrate into their businesses.
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The Gold Standard in the Industry
The CERTIFIED FINANCIAL PLANNER™ credential is the most desired and respected global certification for those seeking to demonstrate their commitment to competent and ethical financial planning practice. CERTIFIED FINANCIAL PLANNER™ professionals meet initial and ongoing education, experience and professional development requirements, pass a rigorous exam that assesses competency, and adhere to a code of ethics, pledging to provide financial planning in the interests of clients and with the highest ethical and professional standards.
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Human Intelligence System
People make purchases based on their psychology and decision-making process. These decisions are made at the subconscious level and only justified at the conscious level. Now, what if we could learn what makes anybody tick? What if we become aware of the subconscious triggers of our prospects and clients? That is the objective of the Human Intelligence System.
Over 2000 years ago, scholars and philosophers uncovered the secrets of human nature and applied this knowledge in various fields of study like philosophy and medicine. The Human Intelligence System takes this ancient knowledge and crafts it into a modern, compelling sales system. It will empower you to tap on your client’s subconscious and influence them powerfully without them even knowing it.
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Digital Assets 101s
Digital Assets 101s for Financial Practitioners will equip learners with the basic Digital Assets knowledge and key jargons to effectively engage their customers and/or prospects in conversation.
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Engaging High Net Worth Individuals
The Affluent and HNW market is a mystic to most Financial Practitioners (FPs) especially for the new and younger entrants to the financial industry. It can be a daunting experience for FPs to embark on these markets, having a general perception that they are difficult to penetrate and acquire. This gives rise to apprehension, causing a natural avoidance in targeting and approaching them throughout their career. Such self-imposing obstacles instinctively prevent FPs from attempting to take the first step and severely hamper their growth and hinder their success. Even when the opportunities present themselves, FPs lack the capabilities and confidence to engage these market segments. This programme is put together to help FPs with their new journey into the Affluent and HNW markets.
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Assets Allocation For Financial Advisers
This 2-day aim to provide hands on experiences on the fundamental and technical analysis of the stocks, funds, ETFS, REITS and Options in the Global Market. Lookout for trading opportunities, risk management, traders’ psychology, maximize profit and minimize losses.