課程規劃
課程規劃如下:
| 投資商品介紹與客戶關係管理 |
| 1.Receiving new customers |
| 2.Know your customer |
| 3.Background checks |
| 4.Opening account procedure explanation |
| 5.Rehearsal, feedback and performance |
| 6.Making small talks after greetings |
| 7.Appropriate small talk topics and practices |
| 8.Developing conversations and active listening |
| 9.Introducing your products |
| 10.Rehearsal, feedback and performance |
*以上課程內容，本基金會將依實際情況保留彈性調整之權利。