CPD Training

All AFP Training AWP Training CFP Training CFP Exams CPD Training
Oct
12

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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Oct
04

Certificate in Advising Small and Family Businesses (Cert. ASFB)

SME and family businesses in Singapore represent one of the most underserved client segments offering huge business opportunities for financial planners. According to Singapore’s department of statistics, there are more than 230,000 enterprises in Singapore as at January 2021, of which over 99 percent are small and medium enterprises. Many SME owners today are facing […]

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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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