Independent Unit Trust Advisor Apprenticeship Programme
By Whitman
No. 1 in unit trust asset under advise (AUA) and AUA per advisor on iFAST platform (as at 31 Dec 2018)
Photograph Credit to ThinkStock
Programme Outline:
- Learn from Whitman’s experience in advising clients to do whole market funds investing using independent online unit trust platform
- Whitman’s proprietary proven system and tools to build recurring income using wrap account
- Whitman’s advisors have used the SAME system to sell more than RM503M worth of unit trust funds (cash sales) (as at 31 Dec 2018)
- Guided by mentors who are iFAST’s multiple-year qualifiers
- Entry qualification – Completed at least module 1 of CFP/ RFP.
- Selected candidates will enjoy 100% commission pay out in first year
For those who are interested in the apprenticeship programme, please register to attend the following workshop to find out more:
Learning Objectives:
The business landscape of financial services industry is changing at a fast pace. This workshop enables the participants to identify the key processes and critical success factors in making a smooth transition to join Financial Advisory (FA) firm.
The participants will be able to:
- Identify the current challenges in traditional unit trust and life insurance business
- Identify the opportunities and threats of starting a career in FA firm
- Appreciate the 5 stages in starting a successful career in FA firm
- Appreciate a case study on successful transition to join FA firm
- Appreciate a case study on unsuccessful transition to join FA firm
- Recognise the 3 critical success factors in making a smooth transition to join FA firm
More details and registration of the workshop can be found here – http://bit.ly/managingtransition
