1 North bridge road, High street centre , #03-07/08, S179094
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CPD Programs
SMEs Masterclass Series
Retirement Planning Masterclass Series
Master Fund Advisor (MFA)
Associate REIT Investment Advisor (ARIA)
Personal Leadership Excellence (PLE 101)
Wealth Management for Wealthy Clients
Certificate in Advising Small and Family Businesses (Cert. ASFB)
Certificate in Retirement Adequacy Planning (Cert. REAP)
Holistic Estate & Legacy Planning (HELP) Professional
Practical Applications of Investment-Linked Policies
Head Start with Holistic Financial Planning, CREDIBILITY
Personal Financial Analysis Techniques for Client Acquisition and Retention (FATCAR)
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To support Financial Institutions in meeting the training requirements under the FAA-N13, we have developed more than 20 hours of online e-learning content
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SME Masterclass
SME Masterclass
October 2024
Oct 07 2024
Core Frameworks and Propositions in SME Owners Planning
High Street
Oct 15 2024
Fact-Finding and Qualitative Analysis Frameworks – SME Masterclass Series
High Street
Oct 16 2024
Fundamentals of Financial Analysis – SMEs Masterclass Series
High Street
Oct 22 2024
Exit Planning with Insurance – SME Masterclass Series
High Street
Oct 24 2024
Keyman Protection and Business Continuity Planning
High Street
Oct 29 2024
Succession and Employee Benefits Planning
High Street
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