Careers


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:

  1. Learn from Whitman’s experience in advising clients to do whole market funds investing using independent online unit trust platform
  2. Whitman’s proprietary proven system and tools to build recurring income using wrap account
  3. 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)
  4. Guided by mentors who are iFAST’s multiple-year qualifiers
  5. Entry qualification – Completed at least module 1 of CFP/ RFP.
  6. 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

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