This programme is designed as a pioneering programme for financial advisors serving the affluent segment (suggested client net worth of SGD$350k to SGD$1.5 mil). A mix of changing client adviser expectations amidst increased digital adoption have combined to put pressure on the traditional approaches adopted by a financial advisor.
The shift away from a product centric model to one focused on the client’s financial and investment planning needs means that financial advisers must adapt and rise to the challenge of supporting their clients more holistically in the new normal environment.
This programme has thus been developed to help participants adopt a differentiated approach to their client interactions. Through this programme, the Financial Adviser will understand how to profile customers and recommend appropriate solutions to customers. They will learn how to approach affluent clients using insurance solutions as a means for wealth transfer, wealth diversification, and accumulation.
Total Training Duration / CPD Hours: 16
- Core FAA/SFA CPD: 2
- Classroom Hours: 16