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The Complete Advisory Experience

the Complete Advisory Experience Waitlist

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the Complete Advisory Experience is an in-house curriculum I developed to train my team of advisors. I've received enquiries on whether I'm open to charge to share this content with external advisors.

 

As this curriculum is designed to be a full-year programme, I'm opening the Retirement Planning Foundational Training, Protection Planning Foundational Training and Investment Foundational Training modules as a chargeable course - Foundational Masterclass. If you are keen to attend the Foundational Masterclass, please indicate your interest below.

 

Please do not put your name down if you are not an advisor. 

Please read the course outline before you indicate your interest. 

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Indicate your interest

Next Foundational Masterclass will be in April (19th April 2024 tentative date).

By providing your Personal Data, you consent to its collection, storage, disclosure, and use by Yip Hui Zhen Janice, an authorized Financial Consultant representing finexis advisory Pte Ltd, for all purposes related to The Complete Advisory Experience programme, in accordance with the Singapore Personal Data Protection Act 2012 and finexis Personal Data Privacy Policy, available at www.finexis.com.sg.

Thanks for submitting!

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