With the expansion of High Net Worth (HNW) market in Singapore, many financial institutions are keeping up with their product offerings to fulfil the HNW clients’ financial planning needs.
DurationWith the expansion of High Net Worth (HNW) market in Singapore, many financial institutions are keeping up with their product offerings to fulfil the HNW clients’ financial planning needs.
Financial Services Consultant’s client conversation has gone beyond individual’s child education planning, protection, savings and retirement planning. We need to equip ourselves with estate planning, succession planning, wealth planning and other wealth management product knowledge; as well as how to conduct such conversation especially with the HNW/UHNW clients.
In this 1 day programme, we will start the wealth management landscape in Singapore and in Asia, who are the key stakeholders and players in the wealth management industry and how do these stakeholders work together.
Learning about HNW and UHNW clients and their family structure and culture are essential for financial services consultants when conducting wealth planning conversation. Then, we will also go through some of the essential wealth planning products and strategies, and how these strategies could help our HNW/UHNW clients.
Course Content:
Course Objectives:
We’re a premier Education & Training centre providing quality education (theory and practical) using proven pedagogy methods. We also provide learning via Gamification! Play while you learn, at the comfort of your own residence, anytime you want!
Get a Singapore-recognised Diploma from Global Training Services! We provide a myriad of courses such as Diploma in Mechanical Engineering, Diploma in Information Technology (IT) and many more!
We have a huge team of highly experienced industry trainers who are able to help you gain new knowledge and expand your horizon. Our trainers will also share highly effective real life case studies with you to help you better understand the subject on hand.
Our courses include ATTC, SCRC, CoreTrade, Multi-Skilling and many other relevant courses. Apply for your desired course online now!
The programme will explore the Singapore’s regulatory and legal frameworks that govern the Financial Advisory practices in Singapore pertaining to Customer Due Diligence and Balanced Scorecard (BSC).
This module empowers participants to create well-balanced retirement portfolios and uncover opportunities for cross-selling within a client’s existing investment framework.
Own profitable property investments with our proprietary strategies that can help you optimise returns for every transaction. Through a structured system and process, you will be equipped with the skills, techniques and practical insights for holistic wealth creation.
The Lean Portfolio Management course helps executives, project managers and other key stakeholders plan dynamically and be flexible enough to adjust initiatives and budgets as the market changes.
The four-module Investment Management Series aims to equip wealth managers with the all-rounded technical knowledge to serve HNW clients.
About Coursetakers.com
Coursetakers.com is more than a decade old course aggregator and Online course platform that helps students find courses and compare course prices from Training providers in the UAE, UK, USA, India and South Africa, by just submitting their inquiry through the website. Coursetakers also helps Institutes, Universities and Online Instructors market their courses, gain leads and get more students to enroll into their courses.
© 2024 coursetakers.com All Rights Reserved. Terms and Conditions of use | Privacy Policy
Online
USA
UK
India
UAE
South Africa
Canada
New Zealand
Australia
Malaysia
Singapore