Welcome to our Money Matters Program! Gain expertise in personal finance, effective communication, and relationship-building. Master the art of tailoring solutions, closing deals, and navigating industry regulations. Elevate your skills through interactive scenarios and continuous professional development. Are you ready for this transformative journey?
1. Understanding Personal Finance:
- Budgeting
- Saving
- Investing basics
2. Effective Communication:
- Active listening
- Art of asking questions
- Non-verbal communication
3. Building Relationships:
- Establishing trust
- Networking strategies
- Client-centered approach
4. Products and Services:
- Knowledge about financial products
- Tailoring solutions to client needs
- Compliance and ethics
5. Sales Techniques:
- Closing strategies
- Overcoming objections
- Consultative selling
6. Regulatory and Licensing Requirements:
- Understanding licensing processes
7. Mock Scenarios and Role-playing:
- Practical application of skills learned
- Feedback and improvement
8. Professional Development:
- Continuous learning in the financial industry
- Industry trends and updates
Infinite Expansion Foundation
47-20821Fraser HWY Suite 421, Langley British Columbia, Canada V3A 0B6
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