2024 資深財務策劃顧問證書課程
「資深財務策劃顧問證書課程」於 2024 年 5 月再開班了!課程獲國際認證財務顧問師協會 (International Association of Registered Financial Consultants,簡稱IARFC) 認可,學員如成功修畢,除可獲嶺南大學持續進修學院頒授證書外,如同時符合IARFC的規定,將可獲頒授認證財務顧問師 (Registered Financial Consultant,簡稱RFC) 專業認證。
Details時間 | 地點 | 內容 |
0900 – 0905 | Main Stage | Opening Ceremony |
0905 – 0910 | Main Stage | Event Kickoff |
0910 – 0915 | Main Stage | GAMA Rock Song USA – Skrizzly Adams, American Rock Artist |
0915 – 0920 | Main Stage | LeaderSHIFT USA – Farshad Asl, Bankers Life |
0925 – 0955 | Main Stage | From Moon Shots to the Gig Economy: New Risks and New Opportunities USA – Steve Rader, Crowd Resources Consulting |
0955 – 1000 | Coffee Break | |
1000 – 1100 | Sessions | Beacon Best Practice Session: |
1 | Your 100 Year Manifesto USA – Mick White, 100 Year Manifesto |
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2 | LeaderSHIFT USA – Farshad Asl, Bankers Life |
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3 | Fired USA – Melissa Worrel, Carlson Group |
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4 | Inflection Point USA – Troy Korsgaden, Korsgaden International |
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5 | Organic Farming USA – Matt Foxhall, Equitable |
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6 | The Team Game: How Your Business Can Dominate Year After Year USA – John Bucsek & Bellaria Jimenez, MassMutual |
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7 | Getting the Most Out of Your Development Meetings With New Advisors Canada – Jason McMahon, Freedom 55 Financial |
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8 | Why They Refer: How I Built My Team Using Only Advisor Referrals Canada – Peter Furlong, Freedom 55 Financial |
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1100 – 1110 | Coffee Break | |
1110 – 1150 | Main Stage | Let Your Light Shine! USA – Sol Hicks, Hicks Global Services |
1150 – 1155 | Coffee Break | |
1155 – 1255 | Sessions | Beacon Best Practice Session: |
1 | Engaging the New Generation, Embracing Millennials Hong Kong – Alex Yung, GAMAHK |
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2 | Living Out Prosperity From the “Situation” Hong Kong – Keith Tse, GAMAHK |
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3 | Embracing Change as Agency Managers in This VUCA Philippines – Jo-An Darlene Chua, Spark Amber Life Insurance Agency |
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4 | Talk Lessons From 25 Years and Beyond Philippines – Marita Abellera, SUNLIFE Financial |
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5 | How to Build a Professional Financial Advisor Team Thailand – Mongkol Lusamlit, WDC Group |
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6 | From Top of the Table to MDRT Builder Thailand – Dr. Haruthai Kraiwapan, AIA |
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7 | LIGHT 2 LEAD Vietnam – Thang Duc Nguyen, FIRST STEP Jsc. |
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8 | Some Useful NLP Techniques for Agency Leaders Vietnam – Nguyen Khac Thanh Dat, Phu Hung Life Insurance Joint Stock Company |
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1255 – 1300 | Coffee Break | |
1300 – 1310 | Main Stage | Keynote Presentation: Coming Soon… |
1310 – 1320 | Main Stage | Exponential Growth in the Virtual World USA – John Baier, 25 Point Systams |
1320 – 1330 | Main Stage | Addressing the Trust Gap! USA – Miguel Taveras, Hoopis Performance Network |
1330 – 1340 | Main Stage | Taking Control With a Positive Perspective USA – Eszylife Taylor, Taylor Method |
1340 – 1350 | Main Stage | Can Remote/Virtual Advice Really Work? Learn From Adam Holt the Critical Steps for Delivering an Awesome Sales Experience! USA – H. Adam Holt, Asset-Map |
1350 – 1520 | Break | |
1520 – 1620 | Sessions | Beacon Best Practice Session: |
1 | Management – Guidance with Care Hong Kong – Marine Yu, GAMAHK |
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2 | Excellence is Cultivated Hong Kong – Willis Wong, GAMAHK |
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3 | Boost Team Performance During Tough Times Philippines – Mary Ann Uyching, AXA Philippines |
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4 | GAMA’s Best P’s Philippines – Danny Alimorong, AXA Philippines |
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5 | The Influential Leader Thailand – Napatchasa Tharacheewin, Bangkok Life Assurance, PCL |
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6 | How GAMA Changes My Life Forever Thailand – Ramida Attachinnapat, FWD Thailand |
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7 | Building a Strong Agency Vietnam – Pham Kim Dung, Bảo Việt Nhân Thọ Bắc Bình Định |
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8 | Business Relationship Management Vietnam – Pham Tran Tien, CÔNG TY TNHH BẢO HIỂM NHÂN THỌ AVIVA VIỆT NAM |
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1620 – 1630 | Coffee Break | |
1630 – 1715 | Main Stage | Living a Life Without Limits Australia – Nick Vujicic, Attitude Is Altitude |
1715 – 1730 | Main Stage | Closing Remarks |
1730 | Day One Event Conclusion |
時間 | 地點 | 內容 |
0900 – 2000 | Hall of Stars | Awards & Recognition Program |
1800 – 1900 | Hall of Stars | Solutions Hour |
1900 – 2000 | Sessions | An Evening With Icons: |
1 | Hong Kong USA – Tim Schmidt |
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2 | Philippines USA – Phil Richards |
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3 | Thailand USA – Troy Korsgaden |
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4 | Vietnam USA – John Baier |
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2000 – 2030 | Main Stage | Hall of Stars Rock Concert USA – Skrizzly Adams, American Rock Artist |
2030 – 2035 | Main Stage | Closing Remarks |
2035 | Day Two Event Conclusion |
時間 | 地點 | 內容 |
0900 – 2100 | Hall of Stars | On-Demand Leadership Studio |
節目及時間如有更改,一概以大會宣布為準,敬希留意。
The program rundown is subjected to final changes by GAMA Global without prior notice.
「資深財務策劃顧問證書課程」於 2024 年 5 月再開班了!課程獲國際認證財務顧問師協會 (International Association of Registered Financial Consultants,簡稱IARFC) 認可,學員如成功修畢,除可獲嶺南大學持續進修學院頒授證書外,如同時符合IARFC的規定,將可獲頒授認證財務顧問師 (Registered Financial Consultant,簡稱RFC) 專業認證。
DetailsGAMAHK十分榮幸邀得財經事務及庫務局副局長陳浩濂太平紳士,出席午餐會並闡述此計劃細節。「新計劃」列為發展家族辦公室的八大政策措施之一。GAMAHK會員藉此難得的機會,親身聽取副局長分享此計劃的方針,以及對保險業界的影響。
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