Through a combination of case studies, discussions, collaborative learning and mini lectures, this Masterclass facilitates the understanding of exit planning with insurance products as the funding vehicle for small business owners.
DurationThrough a combination of case studies, discussions, collaborative learning and mini lectures, this Masterclass facilitates the understanding of exit planning with insurance products as the funding vehicle for small business owners.
Upon completion of this Masterclass, participants will understand how to structure and recommend suitable exit solutions for different types of business structures, ranging from sole proprietors to private company shareholders to ensure business continuity when a business owner or its partner(s) exit due to an insurable event. This Masterclass constitutes one of the core modules to attaining the CREDIBILITYTM Business Continuity Specialist Designation.
Course Objectives:
Participants will gain understanding and competency to structure different exit propositions depending on the client’s business structure and unique situation and use appropriate insurance products as funding vehicles for exit. They will be proficient to engage SME owners on business continuity planning relating to various exit scenarios.
Financial Perspectives (FP), established since 1999, pioneered the CERTIFIED FINANCIAL PLANNER (CFP®) Certification Education Program in Asia and became the first and original approved Education Provider of the Financial Planning Association of Singapore (FPAS)
In 2016, Financial Perspectives was appointed by IBF as one of their IBF Standards Accredited Training Provider to provide IBF-Standards Programs for industry professionals.
With over 20 years of training experience, FP has trained more than 20,000 professionals in Asia, including Singapore, Malaysia, Brunei, Vietnam, Thailand, Indonesia, India, and China.
To date, FP remains the market leader in providing courses to prepare for the CFP® Certification Education Program in Singapore. Our students include Bankers, Insurance Specialists, Representatives of Financial Advisers, Accounting and Legal Professionals, PMETs, fresh graduates & members of the public.
In 2015, FP started the Centre for Professional Excellence in Advisory Competency and Ethics (Centre for PEACE), and introduced other specialised training courses to further equip professionals in the industry with specialist competencies for various advisory segments, such as Retirement Adequacy Planning, Real Estate Investment Trusts (REITs), Advising Small and Family Businesses, Unit Trust and Investment Analysis, Wealth Management, Estate and Legacy Planning, Mortgage Advisory through Chartered Mortgage Analyst (ChMA) and Accredited Mortgage Planner (AMP), Agency Management and Leadership, Professional Ethics and Advisory Rules and Regulations, etc.
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