Are you looking to take charge of your own financial journey? Join our Winning Formula (WF) Training this May with 3 Industry Practitioners!
Workshop Dates: 24 May 2022 – 10 June 2022 (Tuesday – Friday)
Time: 9:30am – 1:00pm
Workshop Fees*: Per Workshop S$120 (3 for S$300)
*Attendees who register for CMFAS exams will be reimbursed up to their course fees payable. Terms and conditions apply.
Organized by Win Advisors and supported by Win Financial Group an authorised representative of AIA Singapore Private Limited (Reg. No. 201106386R), Winning Formula is a workshop happening this May with 3 Industry Practitioners from Financial Services Industry! The entire workshop series comprises 12 x Half-Day Zoom Sessions where you learn risk management concepts, investments and people mastery.
In Workshop 1, Financial Planning Concepts, attendees will learn:
– Risk management concepts and various insurance solutions
– How to manage your own insurance portfolio
– How to achieve life goals through the proper financial planning process
Trainer: Roh Ting, Financial Services Consultant
Years of Experience: over 15 years
Education: Honours Degree in Economics (NUS)
Industrial Certification: CFP®
In Workshop 2, Understanding Investments, attendees will learn:
– Investment concepts and portfolio management skills
– How to achieve financial freedom through proper investing (Stocks, Bonds, Commodities, Property Investing, and Crypto)
– Mistakes you can avoid in your investing journey
Trainer: Leo Tan, Financial Services Consultant
Years of Experience: over 6 years
Education: Degree in Systems Engineering (NUS)
Industrial Certification: CFP®, CFA Level 2
In Workshop 3, Mastering the Art of Influence, attendees will learn:
– How to build relationships and better connect with people
– People mastery skills through personality profiling tools
– How to achieve success through discipline and habits
Trainer: Goh Bao Hui, Financial Services Manager
Years of Experience: over 7 years
Education: Degree in Marketing (SIM RMIT)
Workshops include:
– Videos access to the zoom recordings to watch anytime and anywhere
– Course notes
– Experienced trainers with more than 5 years of industry knowledge
– Real-life extensive Case Studies
-Attendees of all 3 workshops will receive a certificate of completion