FINNOMENA FUNDS once again hosted the largest annual event for Financial Advisors: the "Navigating the Next Era of Financial Advisory with FINNOMENA" FA SUMMIT 2023. The event was held on September 9, 2023, from 1:00 PM to 4:30 PM at the KBank Siam Pic-Ganesha Theater, 7th floor, Siam Square One Shopping Center.
The summit aimed to guide individuals interested in becoming Financial Advisors toward success with world-class innovation that could support Financial Advisors in building their client base across the country, regardless of their work location.
The event featured insights into the only global-level portfolio planning tool in Thailand, "FINNOMENA FUNDS Goals Navigator(TM)" created in partnership with Franklin Templeton, a global leader in asset management, exclusively to meet the needs of financial advisors. This tool provides Financial Advisors looking to scale up their business with a robust platform for planning investment goals for their customers. Note: Franklin Templeton provides general advisory services to FINNOMENA FUNDS of asset allocations of their model portfolios.
Chetan Karkhanis, SVP Digital Strategy and Wealth Management at Franklin Templeton, expressed, "A true goals-based investing framework can help financial advisors stand apart from the competition and exceed client expectations. We are delighted to be partnering with FINNOMENA FUNDS, the leading digital wealth platform, to be the first to bring this to Thailand."
Moreover, the event featured actual experiences and success cases from Financial Advisors (FAs) in various industries and generations as well as FINNOMENA Co-Founders.
FINNOMENA FUNDS continues to equip Financial Advisors with tools for success in this new era of financial advisory. Through a user-friendly platform, Financial Advisors can work conveniently, efficiently, and flexibly. This platform also enhances essential skills and knowledge required for Financial Advisors, from foundational to advanced levels, through courses provided by Befin Academy, an institution specifically for Financial Advisors. A variety of curricula are designed to develop necessary skills, both soft skills and investment skills, with the intention of firmly placing Financial Advisors on the career path.
Currently, FINNOMENA FUNDS boasts more than 2,100 Financial Advisors within our FA family, with an investment value under FINNOMENA FUNDS Financial Advisory contributing to more than 15 billion baht. Regardless of your background or profession, FINNOMENA FUNDS is ready to lead you to success as a new generation of Financial Advisors together. With an efficient working system coupled with advanced technologies, you will have the ability to work conveniently at your fingertips.
Chayanon Rakkanjanan, CEO & Co-founder of FINNOMENA, invited those interested in this profession, saying, "The financial advisory profession transforms you into a globally aware individual with profound knowledge. Be a part of our success story in this field."
For those interested in becoming a Financial Advisor with FINNOMENA FUNDS, further details and applications can be found at https://www.finnomena.com/fa/. Additionally, details about courses from Befin Academy can be accessed at https://www.befin.academy/.