Certificate in Retirement Adequacy Planning (Cert. REAP)
Upon completion of this course, you will be able to:
- Understand the meaning and challenges of retirement, and help your clients discover what retirement means to them
- Apply our proprietary “Retirement Conversation” framework to educate your client about holistic retirement income planning
- Apply our proprietary retirement income planning process and move from product pushing to holistic planning
- Design a bespoke retirement income portfolio strategy for your client’s retirement adequacy over different life phases
- Differentiate your value proposition and establish yourself as a trusted, credible, and competent financial planning professional
- Access our proprietary retirement planning software to apply the technical calculations and interpret client’s data effectively
S$1000 before funding.
50 % Payment after IBF-FTS Funding: S$700* (Subject to GST)
*SkillsFuture Credit is available! – T&C Apply.
For more details, please email to enquiries@fp-edu.com.
– Singapore Citizens aged 40 years old and above will be eligible for 70% co-funding of direct training costs.#
If you are licensed Agents or Representatives in financial industry, IBF allows personal payment of the nett fee with a letter of support from your principal company upon registration. If you are an employed staff, only employer-sponsored courses are eligible for the funding. FP will assist to claim for the IBF-FTS Funding. Students have to fulfil the funding requirement, or the full course fee should be clawed back by the training provider.Individuals may use the SkillsFuture Credit to pay the 70% nett course fee if available.
- Only company-sponsored individuals+; and Include licensed representatives such as insurance agents, financial advisers, and remisiers supported by FI principal and General insurance (GI) agents registered with the General Insurance Association’s (GIA) Agent Registration Board
- Singapore Citizens or Singapore Permanent Residents, physically based in Singapore; and
- Successfully completed FTS recognised programme (including passing all relevant assessments and examinations).
For full details, please visit IBF website.
This 1-day program is delivered through short-structured lectures, case studies and group discussions. There will be an online assessment at the end of the program. Upon completion of this program, you will be awarded with 8.5 non-core CPD Training Hours and the Certificate of Completion, Cert. REAP.
Learners who completed this program will also be part of an exclusive alumnus, and gain access to our regular alumni meetings to be informed of the latest developments in the practice. There would also be workshops conducted by various practitioners in related fields.
Facilitator
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RONALD WONG
Ronald has a “3-E Mission” in the Marketplace: to Educate the public about the importance of financial planning, to Encourage them to take practical actions for their financial future, and to Empower them to make the right choices with a positive attitude to take personal responsibility about their financial future.
