CPD Training

All AFP Training AWP Training CFP Training CFP Exams CPD Training
Sep
20

Personal Leadership Excellence (PLE 101)

Introduction Everything rises and falls upon Leadership. A leader with strong personal leadership will not only be able to lead themselves but also their team with excellence. And the full potential of an organization can only be realized through effective and transformational leadership. In a rapidly changing environment outlined by a new normal which is […]

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Sep
17

Certificate in Retirement Adequacy Planning

Introduction Many people in Singapore are inadequately prepared for retirement; a survey conducted by a local Bank found that only a quarter of the 1,000 survey respondents had any form of financial plan to sufficiently meet their retirement needs. However, more than 75 percent of respondents stated that one of their long-term financial goals was […]

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Sep
10

Personal Financial Analysis Techniques for Client Acquisition and Retention (FATCAR)

Background The Financial Services Industry is a highly competitive segment and financial products offered by Financial Institutions are competitively priced and homogeneous – they offer similar types of products and benefits. How can you, a Financial Adviser’s Representative (FAR), professionalise your practice and create a strong value proposition to strengthen customer loyalty, generate strong referrals […]

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Sep
08

Master Fund Advisor (MFA)

Background Financial planning is about helping our clients develop a sustainable strategy to meet their financial goals and objectives such as planning for a secure retirement or to fund their children’s tertiary education, etc. Portfolio management is a crucial part of a financial plan as it defines the wealth accumulation strategies which will eventually fund […]

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Aug
19

Holistic Estate & Legacy Planning Professional Course (H.E.L.P. Professional)

When do you write a Will? When do you set up a trust? How do you handle assets in different jurisdictions with different heirship rules? How do you equalize and distribute assets efficiently? Where do you start and what do you say and how do you facilitate the process while maintaining neutrality? The Holistic Estate […]

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