CPD Training

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Oct
22

Associate REIT Investment Advisor (ARIA)

Background The trend for real estate investing is rapidly gaining interest from investors who see the potential of investing in real estate in Singapore. From a portfolio perspective, real estate as an asset class provides diversification benefits in optimizing an investor’s portfolio. Furthermore, when used appropriately, real estate investments provide potential for capital appreciation and […]

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Oct
28

Wealth Management for Wealthy Clients (WMWC)

One in 35 Singaporeans is a millionaire. According to Statista, the millionaire population in Singapore stood at around 244,000 in 2020 and is projected to increase to about 388,000 in 2025. This estimated growth in the millionaire population reflects the trend of increasing household wealth in Singapore, which grew by more than 146 percent since […]

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Nov
11

Certificate in Retirement Adequacy Planning (REAP)

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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Nov
18

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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Nov
24

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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