Wizard Training

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.

2017 Financial Planning Advanced Rookies Program
No.
Topic

1.

Prologue – My Story – Build Prof Trust

2.

Prospecting – Nesting

3.

Disturb Skills – Story

4.

Fact Finding Skill

5.

Product Selling – EGS / CIM

6.

E-Submission / Filling the App Form

7.

Underwriting Tips

8.

Claims in Details Steps & Services

9.

GI – Travel, PA + Claims

10.

GI – Commercial + Claims

11.

Keys of Success – Change

3-tiers Financial Training Program