In May, PWMA organized a learning and sharing session with Ms. Anna Wong, Director and Senior Fellow of the HK Securities and Investment Institute, who delivered an informative “selling process” presentation and provided an analysis of a court case study in relation to client profiling, suitability assessment and the selling process.
The session was so well received that PWMA decided to organize two additional sessions on the same topic for members in June. Including the learning and sharing sessions held in May and June, three sessions were attended by around 400 participants.