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Drawing from our experiences and witnessing the pain points of personal financial management in Vietnam today, BHM has developed a special set of tools to provide personal financial advice with utmost dedication and professionalism.
Participants in the training course " Personal Financial Planning Methods and Client Consulting Solutions " were overwhelmed with excitement upon accessing the tools and knowledge shared by BHM instructors. This guidance ensures that they can effectively advise clients on financial planning, providing peace of mind and affirming the high standards of effective and distinctive financial consulting services.
This training course is the culmination of a body of knowledge accumulated through experience advising clients:
1. Recognizing the shortage of high-quality personnel in the life insurance industry: agents lack financial knowledge, and there is a great need for dedicated and ethical consultants;
2. Understanding the formula for personal valuation;
3. Connecting the entire personal finance ecosystem to form a perfect chain of applied knowledge;
4. A hot trend in the global career.
The students enthusiastically answered the instructor's questions.
Students exchange and share information with the instructor.
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