The work however, is not all about calculation and numbers. In fact, to be a good financial planner, communication skills are equally important. A heart to help people is also especially important. Not only is the job meaningful, the opportunities for growth are also exciting.
But, do you know what are the opportunities in the financial planning industry? And what are the different paths available for you to start a career in financial planning and which path is more suitable for you? More importantly, do you have what it takes to be successful in the financial planning career?
FINANCIAL PLANNING AS A CAREER
Sign up for this complimentary session with CEO of GEN Financial Advisory to explore if the financial planning career is the right opportunity for you to pursue.
This agenda includes:
Introduction to GEN Financial Advisory
Opportunities in the Financial Planning Industry
Understanding the different types of career paths
Qualities of Successful Financial Planners
Questions and Answers
Date: Thursday, 26 November 2020 Time: 8 pm to 9 pm Location: Online Zoom Webinar Cost: Free
If you are interested to attend this webinar, please fill up the form below and we will send you the webinar link nearer to the date:
ABOUT THE SPEAKER:
Shaun has been in the financial services industry since 1999, holding advisory, management and leadership roles in banking, insurance and financial advisory organisations including Keppel Tatlee Finance, HSBC Life and PIAS (majority owned by Aviva).
In 2020, Shaun started GEN Financial Advisory with his team to realise his vision of creating an organisation that touches lives through financial planning.
Shaun specialises in wealth accumulation, retirement and legacy planning for the emerging affluent and affluent clients providing holistic planning strategies to meet the changing needs of this group.
He is currently the Chief Executive Office of GEN Financial Advisory in addition to providing financial planning advice to clients.
His certifications includes Associate Financial Planner (AFP), Fellow Chartered Financial Practitioner (FChFP), Certified Agency Management Training Course (AMTC) Moderator as well as Diploma in Insurance.
GEN Financial Advisory (“GEN”) is a privately owned financial advisory firm providing holistic financial planning services specialising in the financial planning needs of millennials and people who are concerned about retirement planning.
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