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.

Private Course
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Responsible Jeffrey Eh
Last Update 01/11/2026
Completion Time 32 minutes
Members 1
English CGC · Growing Course
  • Consultant Role Introduction
    1Lessons · 2 min
    • Purpose and Responsibilities of Consultant
  • Service & Client Management
    3Lessons · 15 min
    • Understanding Service Offerings
      New
    • Client Engagement Process
      New
    • Handling Client Feedback
      New
  • Tools, Reporting & Task Handling
    3Lessons · 15 min
    • Using Company Tools & Platforms
      New
    • Reporting Procedures & Deadlines
      New
    • Task Prioritization & Follow-up
      New

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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