Financial planners are required to work according to a stringent set of rules and regulations to ensure that their customers' investments are safe and the services provided are professional.
To guarantee that employees provide certified and standardised services to clients, AMTD Financial Planning, an affiliate of Hong Kong's Cheung Kong Group and Australia's Commonwealth Bank, has set up a comprehensive internal staff training programme since its establishment in 2003.
'Financial planning is no longer a personal thing,' said Alan Tsang Hing-lun, the group's director and chief executive. 'People need professional help and that's what we provide to our customers.'
The company aims at formulating the most suitable financial plans for its customers with free, professional and objective financial planning and product advice. To do this, employees at AMTD need to be well-trained and understand every area of the business.
To ensure that all employees are equipped with different skills to provide the best services to customers, and maintain the group's reputation as one of the leading financial planning companies in Hong Kong, employees, who are usually qualified professionals, have to attend a mandatory two-week training programme when they join the company.
The comprehensive programme includes training on financial planning, the operations of the company, how to manage a financial plan and compliance training.