This module empowers participants to create well-balanced retirement portfolios and uncover opportunities for cross-selling within a client’s existing investment framework.
DurationModule 4 delves into the strategic art of designing retirement portfolios using asset-allocation strategies, a cornerstone for effective retirement planning. This module empowers participants to create well-balanced retirement portfolios and uncover opportunities for cross-selling within a client’s existing investment framework.
Review the fundamentals of retirement income planning and explore the five essential tools that underpin this process. Learn to apply asset allocation principles to expertly design portfolios for both the accumulation and decumulation phases of retirement.
Quantify retirement needs through the FAA-N16 method, providing a solid foundation for informed recommendations. Real-world case studies featuring diverse client profiles will enable participants to apply theory to practice, ensuring a comprehensive understanding of portfolio design for successful retirement planning.
Course Objectives:
Participants will learn how to engage clients to help them understand the pertinent challenges and importance of retirement planning and introduce solutions they can use to address their retirement gaps.
Participants will be competent to apply our proprietary retirement planning process to help their clients develop a holistic and client-centric retirement plan and develop sales propositions that are bespoke to the client, instead of merely pushing products.
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.
Acquire a clear understanding of higher complexity investment products and strategies. Have an in-depth and practical knowledge on the characteristics, benefits and risks, limitations, obligations, and conditions of such products and strategies.
As part of your role in revenue generation, you don’t just have to sell, you also have to negotiate. In this ‘The Investment Negotiator: Skills for Those On the Sell Side’ course you will learn how to trade, use data effectively, make a great start and to effectively deal with deadlock.
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).
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.
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.
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