Program Overview:
The Products Propositions and Structures for Wealthy Individuals (SCFP-PPHNWI) program is
designed for financial planners and bancassurance specialists who advise high-net-worth
individuals (HNWIs) and SME business owners in Singapore. This course provides an indepth understanding of wealth management strategies, product structuring, and tailored
financial solutions that align with the unique needs of wealthy clients.
Participants will gain advanced knowledge on investment products solutions and strategies,
estate planning, and tax-efficient wealth structuring to better serve the HNWI and SME
business owners’ market. The course combines theoretical foundations with practical
applications, case studies, and hands-on exercises to ensure a holistic learning experience.
- Tailored Curriculum: Designed to address the unique challenges faced by HNWIs and
business owners in Singapore, including wealth preservation, tax optimization,
succession planning, and investment products solutions strategies. - Expert Faculty: Learn from leading industry practitioners and academics with
extensive experience in wealth management and financial planning in Singapore. - Interactive Learning: Case studies, simulations, and discussions focusing on real-life
scenarios in the Singaporean market. - Industry Recognition: Earn a credential recognized within Singapore’s financial
services industry, demonstrating your expertise in financial planning for affluent
clients.
14 hours (including a 1-hour Multiple Choice Question (MCQ) Assessment). Upon completion of this program, you will be awarded a Certificate of Completion and 14 Supplementary (Non-Core) CPD Hours.
This course is for licensed representatives working as Financial Planners, Insurance Agents and Bancassurance Specialists involved in financial advisory work.
By the end of this program, participants will be able to:
- Understand the financial needs, behaviors, and expectations of HNWIs and SME
business owners - Design and present compelling product propositions tailored for wealthy clients
- Evaluate and facilitate the setting up of product structures, including trusts and
alternative investments - Recommend and structure sophisticated insurance and estate planning solutions
- Apply regulatory and tax considerations when structuring wealth solutions in
Singapore
$2,000 (Before Funding)
This course has been accredited under the Skills Framework for Financial Services and is eligible for funding under the IBF Standards Training Scheme (IBF-STS), subject to all eligibility criteria being met.
Participants are advised to assess the suitability of the course and its relevance to his/her business activities or job roles.
The IBF-STS is available to eligible entities and individuals based on the prevalent funding eligibility, quantum and caps. IBF-STS provides up to 70% course fee subsidy support for direct training costs subject to a cap of S3,000 per candidate per course subject to all eligibility criteria being met.
Find out more on www.ibf.org.sg.
This course addresses the following Technical Skills and Competencies (TSCs) and proficiency level:
- Product Advisory (proficiency level 4)Participants are encouraged to access the IBF MySkills Portfolio (https://www.ibf.org.sg/home/forindividuals/resource-tools/myskills-portfolio) to track their training progress and skills acquisition against the Skills Framework for Financial Services. You can apply for IBF Certification after fulfilling the required number of Technical Skills and Competencies (TSCs) for the selected job role.
Find out more about IBF certification and the application process on
https://www.ibf.org.sg/home/for-individuals/ibf-certification/why-be-ibf-certified.
For program schedules and registration details, please contact us at enquiries@fp-edu.com
