The Centre for Financial Education

Shoreline Asia is proud to sponsor The Centre for Financial Education, an on-line training portal for financial services training and education.

Content is continually added and refreshed and covers subject matter such as Financial Planning, Bancassurance strategy, Insurance sales training, Direct response marketing and others.

You'll find some more details on current courses below.

And if you're a subject matter expert and would to include or prepare training on your area of expertise, please reach out to discuss how we can assist you to produce your on-line content and include your course as a resource in The Centre.

Financial Planning

A course designed to introduce banking staff, and in particular 'Privilege' or HNW Banking relationship managers, to the principles and practices of Financial Planning.

The purpose of this course is to assist the staff to have a more sophisticated conversation with their customers, leading to more sales.

A useful set of financial planning tools are are provided as a part of this training.

Click the icon below to download the brochure.

Bancassurance Strategy

A course designed for those charged with the effective implementation and successful growth of the organisation's Bancassurance strategy.

It is suitable for both Banking and Insurance Company management and staff .

A helpful set of Bancassurance strategy tools are provided as a part of this training

Bancassurance Sales Training

This is a 'train the trainer' style course where we teach the necessary sales and account management skills for successful face to face selling in the Branch.

The core competency taught in this course is how to introduce the topic of insurance and successfully guide the customer through to a sale.

This course includes some useful sales tools.

Insurance Product Development

A course designed to teach the principles and practices of product development from an insurance perspective.

The course covers core product development concepts such 'the front end' 'stage gates' the business case and understanding insurance profitability for non-actuaries.

An extensive set of product development tools are provided as part of this course.

Shoreline Asia Financial Planning Program-4.pdf

Click the Logo here to go to The Centre for Financial Education

Would you like to know more ?

If you're a Human Resource Manager, Corporate Trainer, or Subject Matter Expert wishing to find out how Shoreline Asia can assist you with your training, including developing bespoke training, please send us your details below and we'll contact you to discuss your needs and how we can help.