Program Overview:
The Specialist Certificate in Financial Planning for High-Net-Worth Individuals (HNWIs) and Business Owners is a rigorous, industry-focused program designed to equip financial planners and bancassurance specialists with the advanced skills needed to address the complex financial needs of affluent clients in Singapore. This program blends theoretical knowledge with practical application, ensuring participants are prepared to deliver exceptional advisory services and strategic financial solutions tailored to the Singaporean context.
- 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 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:
- Develop comprehensive financial plans tailored to the unique needs of HNWIs and business owners in Singapore
- Apply advanced investment strategies and structures used to manage and grow substantial portfolios within Singapore’s regulatory framework
- Navigate Singapore’s legal framework for distribution and implement effective estate planning techniques to ensure comprehensive retirement plan for HNWIs and business owners
- Design robust succession and estate planning strategies considering local legal and cultural nuances
- Leverage advanced risk management and investment planning tools to protect and grow wealth
- Establish and maintain long-term client relationships through effective communication and ethical practices
$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:
- 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
