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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Consultant Role Introduction1Lessons · 2 min
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Purpose and Responsibilities of Consultant
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Service & Client Management3Lessons · 15 min
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Understanding Service OfferingsNew
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Client Engagement ProcessNew
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Handling Client FeedbackNew
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Tools, Reporting & Task Handling3Lessons · 15 min
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Using Company Tools & PlatformsNew
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Reporting Procedures & DeadlinesNew
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Task Prioritization & Follow-upNew
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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.
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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Frequently Asked Questions (FAQ)
Free courses can be taken directly. Paid courses require payment. Internal courses are for Conzlab Group colleagues only, by invitation.
We offer paid courses. Prices are shown on the Online Course page once they go live. Please refer to the course page.
For courses about regulations, we state the law name, the section and the data date. When regulations change, we update the content and release a new version. Please refer to the version and data date on the course page.
Every course name is marked CN (Chinese) or EN (English). Please refer to the mark.
No. Courses give general knowledge and step-by-step guidance. Formal legal advice is given by our Panel Lawyer, Jack Law Chambers.
The course content and design are developed by Conzlab Berhad and protected by copyright. Without written permission, you may not copy, republish, resell or use it commercially. We reserve the right to take legal action against misuse.
Before we work together, please follow Conzlab's Terms and Conditions and Policies. Please request the details through Contact Us. The latest version published by the company applies.
Ask in your company's client WhatsApp group. The PM will arrange it, and the consultant handles the professional content.
Leave a message on our Contact Us page, or email support@conzlab.com. We will reply as soon as possible.