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Financial Planning Made Simple

Develop a comprehensive financial plan for your clients easily and effortlessly


Top financial consultants find that the most effective approach in financial planning is the consultative approach. Rather than communicating with customers in the capacity of a "salesperson," top financial consultants serve as consultants; helping their customers maximize their savings, manage risk and ultimately achieve their financial objectives.

Through this training program, participants will gain the knowledge, skills, and confidence to develop a financial blueprint for their clients with clarity and purpose.


They will learn practical strategies for budgeting, managing cash flow, making sound investment decisions, planning for retirement, and protecting their financial well-being. 

Duration: 1 day

Minimum Class Size: 8 pax

With a focus on simplicity and actionable steps, participants will be able to apply the principles of financial planning to their client’s circumstances and make informed recommendations that align with their goals and values.

The purpose of this program is to explain the consultative approach by reviewing the key methodologies and strategies, the steps of the consultative process, and how it addresses and connects with the emotional needs of all customers.

Note: This synopsis provides a high-level overview of the training program. The actual course may include additional modules, interactive exercises, case studies, and individualized financial planning tools to provide participants with a comprehensive and personalized learning experience.


What You Will Learn

Module 1: Foundations of Financial Planning

  • Understanding the importance of financial planning and its impact on long-term success

  • Setting financial goals and creating a roadmap for achieving them

  • Assessing personal financial health and establishing a strong financial foundation


Module 2: Budgeting and Cash Flow Management

  • Creating a practical and effective budget to manage income and expenses

  • Developing strategies for saving, reducing debt, and optimizing cash flow

  • Exploring tools and techniques for tracking and managing personal finances


Module 3: Building a Solid Investment Portfolio

  • Understanding different investment options and their risk-return characteristics

  • Developing an investment strategy aligned with individual goals, risk tolerance, and time horizon

  • Diversifying investments and optimizing portfolio performance


Module 4: Retirement Planning and Wealth Accumulation

  • Exploring retirement planning options and strategies for long-term financial security

  • Estimating retirement needs and determining savings targets

  • Maximizing retirement account contributions and understanding tax implications

Module 5: Risk Management and Insurance Planning

  • Assessing and mitigating financial risks through insurance coverage

  • Understanding various insurance types, including life, health, and property insurance

  • Making informed decisions about insurance policies to protect personal and financial well-being


Module 6: Estate Planning and Legacy Preservation

  • Exploring the importance of estate planning and preserving wealth for future generations

  • Understanding wills, trusts, and other estate planning tools

  • Navigating the complexities of estate taxes and beneficiary designations


Module 7: Financial Planning for Major Life Events

  • Addressing financial considerations for major life events such as marriage, parenthood, and career changes

  • Adapting financial plans to accommodate life transitions and unexpected circumstances

  • Anticipating and planning for future financial needs and obligations

Target Audience

  • Financial Services Professionals

  • Financial Services Consultants

  • Insurance Agents

  • Insurance Brokers

  • Anyone selling insurance or financial services

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Chong Soon Onn 9.jpg

Chong Soon Onn

Author, Consultant & Trainer

Soon Onn has earned widespread recognition as a leading authority in the realms of sales and training within the Asian region. With a remarkable track record spanning over three decades in the financial services sector, he boasts a collection of prestigious industry accolades.

Furthermore, Soon Onn is in high demand as a speaker, trainer, and specialist in curriculum design. Countless multinational corporations, banks, and financial institutions across Asia have sought his expertise.

His extensive experience extends to mentoring numerous business leaders in enhancing their companies and equipping tens of thousands of business professionals with skills in sales, digital marketing, motivation, and leadership. A notable number of these individuals have subsequently achieved top honors in their respective fields.

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