Practical Applications of Investment-Linked Policies

Practical Applications of Investment-Linked Policies

Content Highlights:

  1. Review of the basic features and characteristics of ILP products;
  2. Explain the importance of understanding the Business Cycle in the investment planning process and its impact on investment planning;
  3. Understand the various asset allocation methods and how they can be applied in the context of a financial adviser recommending ILP sub-funds to their clients;
  4. Differentiate between flexible allocation, core/satellite allocation and ETF portfolio strategies being common client objections;
  5. Be able to use ILP products to structure business propositions for 3 key client segments – a) young children, b) young adults, and c) business owners.
  6. There will be a 2-hours e-Learning program on “Ethical Principles: Reviewing FAA-G04 – GUIDELINES ON STANDARDS OF CONDUCT FOR FINANCIAL ADVISERS AND REPRESENTATIVES”

Course Duration and Delivery

This is a one-day program conducted via Zoom or physical class (subject to COVID-19 restrictions). Upon successful completion of the program (including e-assessment and e-learning), participants will be awarded 7 non-core CPD hours and 2 core-FACPD hours.


Course Fee

*Nett Fee S$700 after funding (U.P. S$1000, subject to GST)


IBF-FTS Funding is revised to 30% from 1st Jan 2023.

Singapore Citizens aged 40 and above are eligible for 70% Funding!

Subject to 8% GST. T&C apply.

For full details, please visit IBF website

Date

May 22 2023
Expired!

Time

9:30 am - 5:30 pm

Organizer

Financial Perspectives
Phone
+65 8111 7890
Email
enquiries@fp-edu.com

Facilitator

  • 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.

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