Kelso Beggs

Regional Director, Strategic Relationships @Ppi

London, CA

EMAILS

[email protected]

MOBILE NUMBERS

+91 *********19

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WORK HISTORY

Jul 2022 — Present

Regional Director, Strategic Relationships @Ppi

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Tailored collaboration with Investment Advisors and other Strategic Partners for their Risk Management, Business, Estate & Tax Planning client conversations. All client types and life/business stages.Also, supporting our Partners with- Efficiency / Robustness of processes- Practice Management / Evolution / Succession- Embracing new technology- Navigating regulatory change- Marketing initiatives

EDUCATION

N/A

Chartered Insurance Institute

Financial Planning Certificate (FP1, FP2 and FP3) & Award in Financial Planning

N/A

Financial Planning Association of Singapore

Certified Financial Planner (CFP)

N/A

Durham College

Life Licence Qualification Program (LLQP) (Common Law)

N/A

IFSE Institute

Canadian Investment Funds Course (CIFC)

N/A

UK City and Guilds

Certificate in Teaching Adult Learners (7307)

N/A

FP Canada Institute

Advanced Certificate in 3H Financial Planning

N/A

FP Canada

Certified Financial Planner (CFP) designation held

N/A

Singapore College of Insurance

CMFAS M5, M6A, M8, M8A, M9, M9A and HI exams passed

SKILLS

PensionsCoaching and TrainingFinancial MarketsSocial SkillsWealth Management ServicesRetirement PlanningInsurancePresentation Skills – Group or 1:1Financial ServicesCrmInvestment AdvisoryEstate PlanningVerbal & Written CommunicationAsset AllocationTeamworkMutual FundsSavingsPortfolio Management & Wealth CreationFinancial AdvisoryNegotiationRelationship ManagementEquitiesInterpersonal SkillsHedge FundsWealth ManagementRetirementBondsStrategic Financial PlanningInvestmentsLeadership & Team ManagementBusiness Development & SalesManagementFixed IncomeHonesty, Consistency, Empathy, FlexibilityWealthFinancial RiskAsset ManagementHandling Multiple Tasks SimultaneouslyAlternative InvestmentsHigh Net Worth Individuals

ABOUT KELSO BEGGS

Increase Sales & Market Share | Improve Operational Efficiency High-performer with…

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