CGC-004-1.0-EN Consultant Duty Training

CGC-004-1.0-EN Consultant Duty Training

What a consultant is responsible for: professional content, checking before delivery, and when to confirm time, cost or commitments with the PM first.

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负责人 Jeffrey Eh
最后更新 2026年11月01日
完成时间 32分钟
成员 1
English CGC · Growing Course
  • Consultant Role Introduction
    1课程 。 2分钟
    • Purpose and Responsibilities of Consultant
  • Service & Client Management
    3课程 。 15分钟
    • Understanding Service Offerings
      新建
    • Client Engagement Process
      新建
    • Handling Client Feedback
      新建
  • Tools, Reporting & Task Handling
    3课程 。 15分钟
    • Using Company Tools & Platforms
      新建
    • Reporting Procedures & Deadlines
      新建
    • Task Prioritization & Follow-up
      新建

Course Summary

Purpose of training

Course content is being designed. To be updated.

Key learning outcomes

Course content is being designed. To be updated.

Advisor Launch Training

​Purpose of Training

      • ​Prepare new advisors to confidently begin their roles.
      • ​Provide essential knowledge and skills for effective client service.

​Key Points

      • ​Introduction to advisor responsibilities and expectations.
      • ​Training on company policies, processes, and tools.
      • ​Techniques for delivering exceptional client service.
      • ​Guidance on building professional relationships and trust.

​End Results for Participants

      • ​Gain confidence in performing advisor duties.
      • ​Deliver high-quality client service.
      • ​Establish a strong foundation for long-term success as an advisor.

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Our Team

Jeffrey Eh, Business Tech Consultant

Jeffrey Eh is a Business Technology Consultant who drives digital transformation by bridging the gap between business and technology. He leverages innovation to deliver sustainable solutions that enhance efficiency and support long-term growth


Penny Lim, Compliance Consultant

Penny Lim is the Founder and Compliance Consultant at Conzlab Berhad, specializing in government licensing support and legal services in Malaysia. She guides businesses in meeting regulatory requirements, addressing legal issues, and ensuring smooth, compliant operations.


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