|
Xchange Member
Embark your advance and innovative financial services pathway with efinancialpartner.com. EFP XchangeTM, an unique CRM proprietary technology that empowering your financial services with just a click of mouse. We are offering value packages that assist professional financial services provider to achieve more cost effective, efficient, increase productivity and embark e-channel of marketing. Be a valuable member of efinancialpartner.com community NOW!
- Resources Center
- Financial Navigator Newsletter (Publish related financial services news)
- Periodical investment opportunity
- Related financial planning knowledge and skills
- Related training and presentation slide and audio
- Limited Financial Tools
- EPF Stimulator, Car Loan, Compound Interest etc
- Advance financial tools
- Business Matching Services
- Get priority quality refer lead through our AdvisorLeadTM with lower processing rate.
- Income Earning Opportunity
- Supplement your income by referring customers through efinancialpartner.com
- Directory Listing services
- Priority listing for easy matching with potential clients
- Personal profile webpage Services
- A ready made web template to enrich your personal professional images.
- Xchange Total Services
- Back Office System Support
- One Stop Financial Solution Provider
- Excellent Advisor Teams & Leadership
- Service & Training Support
- Comprehensive Benefits & Rewards Package
- Circular of updated newsletters on event & promotions
- Business Consultancy & Strategic Planning
- True Business Partnership & Ownership Programme
- Recruitment Platform
- Star Award Programme
Silver Member |
Setup fee | RM300 |
Annual membership fee | RM300 |
follow calendar date 1/1/YYYY-31/12/YYYY |
Appoint as As Associate Executive |
Benefits
- System Support
- One Stop Financial Solution Provider
- Excellent Advisor Team & Leadership
- Service & Training Support
- Comprehensive Benefits & Returns Package
- Circular of updated newsletters on event & promotions
- Business Consultancy & Strategic Planning
- True Business Partnership & Ownership
- Recruitment Platform
- Star Award Programme
|
Who can join? |
Any one. registered insurance agents, registered unit trust consultant, registered accounts, legal advisor etc. |
Gold Member |
Setup fee | RM300 |
Annual membership fee | RM600 |
follow calendar date 1/1/YYYY-31/12/YYYY |
Appoint as Associate Manager |
Benefits
- System Support
- One Stop Financial Solution Provider
- Excellent Advisor Team & Leadership
- Service & Training Support
- Comprehensive Benefits & Returns Package
- Circular of updated newsletters on event & promotions
- Business Consultancy & Strategic Planning
- True Business Partnership & Ownership
- Recruitment Platform
- Star Award Programme
|
Who can join? |
Any one. registered insurance agents, registered unit trust consultant, registered accounts, legal advisor etc. |
Platinum Member |
Setup fee | RM300 |
Annual membership fee | RM1800 |
follow calendar date 1/1/YYYY-31/12/YYYY |
Appoint as Licensed Financial Planner |
Benefits
- System Support
- One Stop Financial Solution Provider
- Excellent Advisor Team & Leadership
- Service & Training Support
- Comprehensive Benefits & Returns Package
- Circular of updated newsletters on event & promotions
- Business Consultancy & Strategic Planning
- True Business Partnership & Ownership
- Recruitment Platform
- Star Award Programme
- Licensing application for relevant authority
|
Who can join?
- CFPs (Certified Financial Planner)
- RFPs (Registered Financial Planner)
- ChFC (Chartered Financial Consultant)
|
|
|