M1 is designed as an introduction to the fundamentals of financial planning. It is an excellent introductory class for anyone embarking on a career in financial planning as it covers the fundamental aspects of financial planning in one concise training.
M1 is designed as an introduction to the fundamentals of financial planning. It is an excellent introductory class for anyone embarking on a career in financial planning as it covers the fundamental aspects of financial planning in one concise training.
Participants who are Singapore Citizens or Singapore Permanent Residents (SPR) sponsored by Company or Individuals are eligible for the Skills Development Fund (SDF) Funding administrated by the SkillsFuture Singapore Agency (SSG).
Individuals can however apply for SkillsFuture Credits to pay for their training (only applicable for Singaporeans aged 25 and above). For further informations, log on to myskillsfuture.gov.sg.
Course Content:
Course Objectives:
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The Course will provide participants with a structured process and methodology to analyze and understand financial information and improve their analytical skills.
Financial Planning & Investment Strategy course is offered by Pioneer Training and Consultancy. Our Learner's Guide has been developed in-house and has been approved by CEA to ensure that our training remains relevant and adheres to high industry standards.
You will learn how to conduct financial analysis, apply our proprietary client engagement and financial analysis framework and methodologies that will enable you to identify gaps to help your client achieve their financial objectives.
FP&A is increasingly important in statutory boards and government agencies, as well as the private sector. FP&A provides insight and impact on strategic decisions affecting an entity’s top line, bottom line, cash flow, financial position and shareholders’ value.
Understand the tax and estate planning issues, analyse client’s estate planning needs and recommend suitable solutions to meet client’s needs.
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