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Mortgage Management Programme

All you need to know about purchasing real estate in Singapore

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Up to 70% Course Fee Subsidies  & SkillsFuture Credit Eligible

Hands-On Learning & Real-Life Case Studies

Top Trainers who are Veterans in their Fields

Course Overview

This 15-hour course is perfect for anyone who is considering purchasing a home or interested in learning more about the mortgage process in Singapore. It is ideal for first-time home buyers who may be unfamiliar with the terminology and requirements associated with obtaining a mortgage.

 

By providing a comprehensive overview of the mortgage process and equipping participants with the tools to make informed decisions, this course can help individuals confidently navigate the home-buying process.

 

Whether you are in the early stages of considering a home purchase or actively searching for a property, this course is an essential resource for understanding mortgages and securing the right financing for your needs.

Course Highlight

  • Gain a Comprehensive Understanding

    • Our curriculum covers all aspects of the mortgage process

  • Factors of Property Valuation

    • Learn what factors affect the value of a property

  • Learn from Industry Experts

    • Experienced instructors with a real-life experience in the mortgage advisory fiels

  • Avoid Mortgage Penalties

    • Understand when penalties are incurred and the escape clauses

  • Find the Best Way to Finance Your Home

    • Understand how to evaluate mortgage options and calculate payments

  • Loan Structuring

    • Learn how to  choose the best type of loan for your situation and how to pay it off in a timely and feasible manner

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Colin Lim

Our Trainer

With over 16 years of experience in Mortgage Advisory, Colin brings his extensive knowledge of loan structuring to this programme.

Starting out his career as an engineer, Colin honed his analytical skills in that field, before moving on to the financial sector. Serving in various roles at Maybank and Standard Chartered Bank, Colin consistently achieved his sales targets for Mortgages, CCPL, Insurance and Wealth Products. In his current role as Head of Training at Redbrick Mortgage Advisory, Colin creates the curriculum and facilitates internal staff training for the company on topics such as mortgages,  tele-conversations and managing sales performance.

 

He also oversees a team of mortgage advisors and has helped homeowners finance more than a total of SGD$1 billion worth of property.

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Course Reference Number

TGS - 2023019716

Mode of Delivery

Via Zoom | 15 hours

Weekend Classes

What You Will Learn

  • Introduction to different Residential Properties

  • Valuation

  • Customer Requirements

  • Interest Rates

  • Taxation of Client in Property Purchase

  • Understanding Loans

  • Basic Loan Structuring

  • Sales Process on Client Journey

  • AIP and Eligibility Calculation

  • Refining Savings Calculation

  • Loan Application & List of Documentation Required

  • Loan Structure Worksheet

  • Loan Acceptance

  • Loan Engagement

The Training Provider
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Unicorn Financial Solutions

Established in 2011, Unicorn Financial Solutions is Singapore's leading independently owned financial solutions provider. Unicorn Financial Solutions is an Accredited Training Organisation under the Institute of Banking and Finance.

> $0.5 bil. assets

Under advice and management

12,000 Clients

served

10 years

of service experience

Financial Partners
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As Seen On
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Certification

Participants who complete the course and all required assessments will receive a Certificate of Completion by the Approved Training Provider.

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Who Should Attend

  • First-time Home Buyers in Singapore

  • Those interested in Real Estate Investments

  • Anyone interested in learning more about the Mortgage Process in Singapore

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Pre-Requisites

  • Basic english skills (reading and writing)

  • Basic computer skills (downloading files, using Zoom, etc)

Course Fee & Subsidies
Full Course Fee: $2,180.00 (W/ GST)

As this course is Accredited under the IBF Standards Training scheme, the below subsidies apply:

Up to 70% Course Fee Subsidies Support
SkillsFuture Credit Eligible
UTAP Eligible
  • Singapore Citizens aged 40 years old and above will be eligible for 70% co-funding of direct training costs.

  • Singapore Citizens 21-39 years old and PR will be eligible for 50% subsidy.

  • Singaporeans may use their SkillsFuture Credit to offset remaining fees.

  • The remaining payable fee can be offset with your SkillsFuture Credit.

  • Eligible NTUC members can apply for 50% of the unfunded fee from UTAP 

  • Capped up to $250/year and for members aged 40 and above, capped up to $500/year

Course Schedule

Speak to Our Sales Consultant

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Wealth Design Studio Pte Limited
UEN: 202011647W

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Headquartered in Singapore, Wealth Design Studio is a learning platform where we encourage individuals from all walks of life to invest in themselves and their future.

Wealth Design Studio is a Registered Training Provider (RTP) accredited by the Institute of Banking and Finance (IBF).

Contact Details

t: +65 96154514

o: Monday - Friday 9am-6pm

e: enquiry@wealthdesignstudio.sg

a: 538 Geylang Rd, #02-09
The Arizon, Singapore 389493

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