Building on the previous knowledge on consultative selling, this 3-day course aims to further enhance the analytical power in financial planning and the techniques of wealth management selling skills. First of all, we would discuss method of upgrading one’s emotional quotient (EQ) and gain some insight to the investment market through Game Theory. Furthermore, issues about how to review clients’ portfolio inevitably emerge after a period of business development. We would illustrate to the participants the investment portfolio review practices in the market and related knowledge and theories. Lastly, we would revisit the consultative selling skills and conduct more advanced and in-depth case study. After all, a balance is to be achieved in terms of the results of selling and the needs-driven relationship, the participants are expected to benefit from the high-impact interactive activities, and their daily behavior will change to reflect the effectiveness of the course.