FSS

Conferred together by The American College and LUAHK, a Designation tailor-made for LUTCF Fellows who desire to surf the tide of financial planning.

How the FSS will help you succeed :

• Basic planning concepts and needs in the personal financial services market
• "What to say, how to say it, and when to say it"
• Effective communication skills
• Target marketing
• Prospecting for new clients
• Making sales presentations

For LUTCF fellows who have completed:

• Ethics for the Financial Services Professional (ES)
• Essentials of Business Insurance (BI)
• Foundations of Estate Planning (EP)
• Retirement Planning (RP)

Only 2 more courses to go:

• Foundations of Financial Planning: An Overview (FP1)
• Foundations of Financial Planning: The Process (FP2)

~Enrol Now & Earn the NEW designation in 2 semesters' time~

Forms Download

Form 2008 Spring Semester Time Table and Enrollment Form