Course Information

• Duration : 16 hours (2-day course)
• Mode of Learning : In-Person (classroom) or Online SEL

Learning Outcome

• Be able to take control of personal finanical portfolio
• Be able to manage retirement planning
• Be able to balance risks with other financial tools
• Leverage on financial tools to grow personal wealth

Course Outline

• Customer Relationship Management Methods
• Develop Professional Relationships with Prospective and Existing Customers
• Financial Documents Analysis Processes
• Analyse Information on Customer’s Income, Expenses, Taxes And Savings to Understand Their Cash Flow Situations
• Risk Profiling Analysis Methodologies
• Analyse Customer’s Risk Profiles and Personal Financial Situations to Determine Their Investment Profiles
• Financial Product Criteria
• Processes to Constructing Personal Financial Plans
• Developing Personal Financial Plans that Set Out the Financial Goals, Financial Analysis and Recommendations on How Customers Personal Financial Goals can be Met
• Insurance Planning Tools
• Analyse Relevant Information and Current Insurance Policies in Effect, to Analyse Customer’s Life, Health and Personal General Insurance Needs
• Investment Planning Tools
• Assist Customers in Retirement Planning by Establishing Their Retirement Goals and Analysing Their Financial Situations
• Approaches to Issue Resolution
• Address Customer Queries on Existing Banking and Financial Transactions and Escalate Significant Matters to the Management
• Review Personal Financial Plans Periodically with Customers and Alert Customers of Revisions Required to Successfully Achieve Financial Goals

Course Fees

Enhanced MCES Subsidy

$280.00 (Incl GST)

Singapore Citizens >=40yo

April Dates

• 1 Apr, 2 Apr (Fri, Sat)
• 4 Apr, 5 Apr (Mon, Tue)
• 9 Apr, 16 Apr (Sat)
• 18 Apr, 19 Apr (Mon, Tue)
• 22 Apr, 23 Apr (Fri)
• 29 Apr, 30 Apr (Fri, Sat)

May Dates

• 6 May, 7 May (Fri, Sat)
• 9 May, 10 May (Mon, Tue)
• 13 May, 14 May (Fri, Sat)
• 20 May, 21 May (Fri, Sat)
• 23 May, 24 May (Mon, Tue)
• 27 May, 28 May (Fri, Sat)

June Dates

• 3 Jun, 4 Jun (Fri, Sat)
• 6 Jun, 7 Jun (Mon, Tue)
• 10 Jun, 11 Jun (Fri, Sat)
• 17 Jun, 18 Jun (Fri, Sat)
• 20 Jun, 21 Jun (Mon, Tue)
• 24 Jun, 25 Jun (Fri, Sat)