Accredited by the Institute of Banking and Finance (IBF)
Top Trainers who are Veterans in their Fields
Course Overview
Thinking of becoming a Professional Finance Advisor? This comprehensive 16-hour course will give you a sturdy foundation of knowledge to build your career. Learn from seasoned Advisors the fundamental skills needed in Financial Planning, including both the technical aspects of creating a Financial Plan, as well as how to understand the needs of clients and journey with them to achieve their financial goals.
Course Highlight (Learning)
Financial Planning Fundamentals
Everything you need to know to start your financial advisory journey off on the right foot​
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The Client - Planner Relationship
Learn how to provide value your clients and plan their wealth
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Cash Flow Budgeting
Help your clients balance their budget sheet ad pend their money wisely
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Financial Risk Management
Anticipate and guide your clients through common financial risks
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Financial Independence
Understand how to achieve your client's financial goals and help them work towards it
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Craft a Personal Finance Plan
Get hands-on practice in creating a Personal Finance Plan using Microsoft Excel
Course Outline
Join Pamela in this comprehensive 16-hour course to learn the fundamental skills needed in Financial Planning.
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Course Title:
Wealth and Financial Planning Masterclass
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Course Reference Number:
TGS-2024048049
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Mode of Delivery:
Face-to-face Session | 16 Hours
Weekday & Weekend classes (coming soon)
1
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Financial Planning Overview
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Customer relationship management methods
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Develop professional relationships with prospective and existing customers
2
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Construct a personal financial plan
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Precesses to construct personal finance plans
3
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Cash flow budgeting
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Financial Product Criteria
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Financial Documents Analysis Processes
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Analyze information on customers' income, expenses, taxes and savings to understand their cash flow situations
4
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Risk and how to manage your risks
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Financial Product Criteria (Insurance)
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Financial documents Analysis Processes
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Insurance planning tools
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Approaches to issue resolution
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Analyze relevant information and current insurance policies in effect, to analyze customers' life, health and personal general insurance needs.
5
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Wealth Accumulation
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Financial Product Criteria (Investment)
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Investment planning tools
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Retirements planning tools
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Risk Profile Analysis Methodologies
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Analyze customers' risk profiles and personal financial situations to determine their investment profiles
6
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Construct financial planning flowchart and surplus allocation to craft the financial plan
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Process to construct personal financial plans
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Assist customers in retirement planning by establishing their retirement goals and analyzing their financial situations
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Develop personal financial plans that sets out the financial goals, financial analysis and recommendations on how customers personal financial goals can be met
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Review personal financial plans periodically with customers and alert customers of revisions required to successfully achieve financial goals
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Address customers queries on existing banking and financial transactions and escalate significant matters to management
The Training Provider
Unicorn Financial Solutions
Established in 2011, Unicorn Financial Solutions is Singapore's leading independently owned
financial solutions provider.
> $0.5 bil. assets
Under advice and management
12,000 Clients
served
10 years
of service experience
Financial Partners
Certification
Participants who complete the course and all required assessments will receive a Certificate of Completion by the Approved Training Provider.
Who Should Attend
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Those looking to enter the finance industry as Personal Financial Advisors
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Anyone interested in learning to plan their financial and wealth for themselves or for their family
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Beginner Financial consultant who want to deepen their knowledge on financial planning for their clients
Pre-Requisites
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Basic reading and writing skills
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Basic computer skills (know how to browse the internet, operating Microsoft Excel, typing, downloading and opening files, etc)
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Course Fee & Subsidies
Full Course Fee: $1,200.00 (Excludes GST)
Up to 70% Course Fee Subsidies Support
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Singapore Citizens aged 40 years old and above will be eligible for 70% co-funding of direct training costs.
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Singapore Citizens 21-39 years old and PR will be eligible for 50% subsidy.