Mastering Wealth Planning Conversation (MWPC-B1)

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. 

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:

• Understand wealth management landscape and trends in Singapore and Asia
• Evaluate the wealth planning and management trends in the region
• Learn the HNW and UHNW clients and their family culture and wealth planning needs
• Study the essential components of a long-term wealth plan and different wealth planning tools and strategy
• Engage clients in wealth planning conversation effectively

Course Objectives:

• Understand wealth management landscape and trends in Singapore and Asia
• Evaluate the wealth planning and management trends in the region
• Learn the HNW and UHNW clients and their family culture and wealth planning needs
• Study the essential components of a long-term wealth plan and different wealth planning tools and strategy
• Engage clients in wealth planning conversation effectively