Webinar: How to elevate your financial planning practice
13 March 2024, 6:00 PM - 6:40 PM
View the webinar recording here
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Details |
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Webinar title |
How to Elevate Your Financial Planning Practice |
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Date |
Wednesday 13 March 2024 |
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Time |
18:00 – 19:00 SGT |
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Who should attend |
Open to CFP professionals and anyone working in the financial planning profession, including staff members of FPSB Network organizations. |
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Format |
Live webinar on Zoom. We understand that time zones may impact the ability for individuals in some territories to join live so a webinar recording will be shared with all registrants and the FPSB Network following the event. |
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Cost |
Complimentary |
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Details |
This insightful webinar is designed for financial planning professionals seeking to better serve clients through leveraging technology, deepening client relationships and identifying opportunities to increase efficiency. Our expert panelists will share learnings and insights on what has most enhanced their practice. Whether you’re an experienced financial planner or just starting your career, this webinar will provide practical insights to help you better serve your clients and take your financial planning practice to the next level. |
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Presenters |
Moderated by Andrea Middel, CFP, with panelists Eunice Chun Hei Chan, CB, CFP, IFP, and Kirsty Scully, CFP. |
