KB Grads in the News - Maria Cheng

Knowledge Bureau Designate, Maria Cheng shares how she believes that education is a life-long activity. Confident and trusted advisors, she says, should always equip themselves with current knowledge and skills to cope with a changing dynamic world. She also mentions that using collaboration and delegation skills properly increases team spirit and strengthens the trust relationship with clients. See what she had to say about her experience with the Real Wealth Management™ program.

Who is the RWM™? The most trusted financial advisor is the strategist who leads all the other specialists in the execution of their clients’ multi-faceted financial plans. Demonstrating deep and broad knowledge in tax-efficient investment, retirement and estate planning, the RWM™ is the coveted role deservedly filled by this knowledgeable professional.

Advisors who truly want to offer a new value proposition and build strong, inter-generational, multi-advisory relationships throughout personal and financial lifecycles, will want to use a new approach: Real Wealth Management.

The course entails the completion of 12 online modules and features a case study approach using 15 sophisticated software tools to enable deeper conversations and projections that answer specific financial trigger questions.

Enrol today!