Untitled Document
Untitled Document
 
 
 
Untitled Document
 
 
 
     
 
 
  I. WEALTH MANAGEMENT
  - a three hour seminar that focuses on investors' mindsets, perceptions on savings and provides strategies on making decisions on how to make effective investments.
   
  II. FINANCIAL PLANNING SEMINAR
 
- a two hour seminar focusing on the 5 areas of Financial Planning, proper asset allocation match, risk profiling and matching.
 
 
Retirement Planning
- a two hour seminar on retirement basics. Focuses on regular savings, proper portfolio allocation and introduction to different investment products and other options available to retirees.
 
Understanding Fixed-Income Instruments
- a three hour seminar that discusses various fixed-income and money market instruments, mark-to-market methodology and further explains how this affects investments.
 
Investing in Equities
- a three hour seminar that discusses basic stock market concepts, basic technical and fundamental analyses, ways to earn in equities and how to take advantage of it using strategies such as Peso-Cost Averaging.
 
  III. FINANCIAL SERVICES SEMINAR
  - a one hour seminar introducing general investment concepts and products available in the Financial Services Industry.
   
 
IV. MARKET UPDATE
  - an hour presentation on the general condition of the financial markets as well as RSA's outlook on current economic situation.
   
 
V. SUB-DISTRIBUTOR TRAINING
 
 
Sub-distributor Orientation Program
- a forty five minute orientation on the history of Rampver, it's products and services as well as benefits and transaction requirements for new sub-distributors.
 
Mutual Fund Product Training
- a one hour training focusing on the Mutual Fund concept and the various Mutual Fund products Rampver offers.
 
Client Capture
– a thirty minute training on helping new distributors expand their client base.
 
Life & Non-Life Insurance
- an hour and a half introduction to various Life Insurance and Non-Life and Pre-Need products available in the market.
 
  VI. SALES & MARKETING TRAINING
 
 
Traits that Sell Seminar
- an hour and a half seminar that deals with integral techniques to be able to increase an agent's batting average on selling.
 
Goal Setting Seminar
- a two hour seminar that aims to make the participants recognize the importance of creating personal goals, how it relates to their over-all success as an individual and how to effectively utilize these for empowerment.
 
Objection-Handling Seminar
- a two hour seminar teaching sales people objection-handling techniques, probing skills, standard business SOPs, and effective sales communications.
 
 
Untitled Document