Program Overview:
In today’s competitive marketplace, financial planning professionals must not only identify their ideal clients but also craft compelling propositions that address their unique financial needs.
This course provides participants with a comprehensive understanding of segmentation and targeting, equipping them with the skills needed to position financial services effectively and develop value-driven propositions.
With a blend of theory, practical frameworks, and real-world applications, this course ensures that learners can strategically segment markets and target the right clients to achieve sustainable business growth in financial planning.
- Learn how to effectively segmentize and develop strategies to target your chosen
segment for leads generation and conversion - Apply segmentation frameworks and approaches to target your chosen segment
aligned with your business objectives and regulations - Understand targeting strategies to select the ideal client segments for you, and
implement differentiated, concentrated, and undifferentiated targeting strategies
for lead generation - Developing personal branding and positioning statements tailored to your business
and communicate them effectively to build trust and credibility - Develop your own client acquisition plan
7.5 hours (including a 0.5-hour Multiple Choice Question (MCQ) Assessment). Upon completion of this program, you will be awarded a Certificate of Completion and 7.5 Supplementary (Non-Core) CPD Hours.
Learning Outcomes
By the end of this program, participants will be able to:
- Understand the principles and importance of market segmentation and targeting in financial planning
- Analyze client behavior and financial needs to identify actionable segments
- Develop and apply segmentation models using demographic, psychographic, behavioral, and financial data
- Create targeted strategies for customer acquisition and account management
- Formulate effective positioning strategies that differentiate financial services
- Design value propositions that communicate clear and unique benefits to the target audience
This course is for licensed representatives working as Financial Planners, Insurance Agents and Bancassurance Specialists involved in financial advisory work.
$2,000 before GST
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:
- Personal Finance Advisory (proficiency level 4)
Participants are encouraged to access the IBF MySkills Portfolio (https://www.ibf.org.sg/home/for-individuals/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.
Equip yourself with the expertise to engage High-Net-Worth Individuals. Join us in this
essential program to enhance your professional services and provide unparalleled value to
your clients.
