Success of the financial planning business depends on the professional quality of the financial planners.
In view of this, we specially value professional training and would like every one of Wizard's financial planners to have sustainable growth in financial management, market analysis and communication skills, so that they can be internationally recognized professional financial planners who have both good knowledge and great experience.
All the Wizard's financial planners must receive regular training in professional financial planning. Besides the pre-employment course at the financial training institute (AFS) and the series of training programs for outstanding new planners, Wizard Financial Group has also invested in organizing a series of 6-month Fundamental and Advanced programs in Wizard financial planning. Through these training programs, new advisors will build up a solid foundation of knowledge in the profession. Moreover, assistance will be offered to them in getting international professional qualifications.
1.
Prologue – My Story – Build Prof Trust
2.
Prospecting – Nesting
3.
Disturb Skills – Story
Fact Finding Skill
Product Selling – EGS / CIM
E-Submission / Filling the App Form
Underwriting Tips
Claims in Details Steps & Services
GI – Travel, PA + Claims
GI – Commercial + Claims
Keys of Success – Change