A two-day program on PLANT Academy and PLANT’s Steps Introduction
- PLANT’s Ethical Corporate Culture
- PLANT Steps
- Foundation of Financial Planning
Requirement: Completed PLANT Open House, License Checked, and Welcome Course
PROGRAMS
PLANT in a Nutshell - PLANT 101
Intermediate Program
A two-day program on Four Fundamental of Financial Planning for financial planners
- Cashflow Management
- Risk Management
- Investment Strategy
- Taxation
Requirement: Completed PLANT in a Nutshell – PLANT 101
Financial Planning Program
An in-depth program on Practical Financial Planning for financial planners
- Family Income Protection Plan
- Pre – Post Retirement Plan
- Long Term Healthcare Plan
- Education Plan
- Legacy Plan
- Business Succession Plan
Requirement: Completed Intermediate Program
Business Consulting Program
A profossional program on Entrepreneurship and Leadership for high performing financial planners
- PLANT’s Ethical Corporate Culture
- Roles, Responsibility, and Mindset of Team Leaders
- Planner Journey Process
- Strategic Business Plan
- Recruiting and Retaining
- Leadership Communication
Requirement: Completed Financial Planning Program
