“Fellow Chartered
Financial Practitioner” starting to train by a cooperation with
AIA (Shenzhen) and PrimeVest Consulting, South China University
of Technology. On 5th Jan, 2005, this cooperation
held a ceremony to celebrate the initiation of this Fellow
Chartered Financial Practitioner course.
AIA (Shenzhen)
offered the first FChFP professional qualification course in the
insurance field, which indicated that Life Insurance Companies
in China are starting to upgrade the qualification and
professional knowledge desired for their insurance and financial
planners. Professional Expertise acknowledged that this program
will qualify for continuing training requirements for the China
financial planning consultants. Such training assists in the
development of the financial planning field, as well as
increases the professionalism and knowledge about insurance and
financial planning. Such training will provide financial
planners with the tools they need to successfully become
effective and efficient in their profession, which will
prosperously lead China into the fields of international
insurance and financial planning services.
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enlarge)
Joint
ING Financial Planning Company and Thornton Global Wealth
Management Corporate Training
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Joint FChFP
Course with South China University of Technology
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Training
Course of Southwest Jiaotong University
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Training Course of Central University of Financial &
Economic
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Introduce
the concept about “professional personal financial planning” for
China Merchants Bank and China Merchants Fund
Professional financial planning
assists investors with flexible and trust worthy planning, which
suites their needs. Current investment trends and opportunities
are changing the needs of the financial planning clientele.
Many financial planners are not knowledgeable about certain
developments. The demands are not being met for financial
investments for individual growth or with company financial
advising.
To upgrade the financial
planning knowledge for the frontline sales force , China
Merchants Bank and PrimeVest Consulting ( Australia) have
arranged a series of lectures about “The Concepts of
Professional Financial Planning” that lectured by Mr. Andy Kwok
in August 2005 in China.
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Joint FChFP
Course with Guandong Social Science University
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Joint
courses with CITIC Prudential Life Insurance ( Guangzhou ) Ltd.
At the beginning of August,
PrimeVest Consulting collaborated with Prudential(China) with the
offering of a new FChFP course to their financial planners, a
positive response and beneficial gains have been noticed.
CITIC Prudential Life is
offering the FChFP course with PrimeVest Consulting for
their financial planners, reflecting the need and desire for
such qualification in the insurance and banking market. Such
training improves the quality of the financial planning
service and professionalism of insurance to the financial
planner. The financial planner becomes properly educated on
the insurance industry solely to benefit the client’s best
interest by dealing with an expert who provides the most
trustworthy and viable service.
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GIA applying
for the Central University of Finance and Economics “ Insurance
Financial Planner “ professional qualification
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Corporate training for China Life Insurance Co. Ltd. (Guangzhou)
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Training Course of Pingan Insurance
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Flash animation
created by AIA and PrimeVest Consulting Ltd.
