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Wealth Advisory Training Ecosystem - Full Suite

Crafted by experienced advisors, for aspiring advisors.

 

Our Wealth Advisory Training Ecosystem is suitable for those who are serious and aspire to be a successful Advisor in wealth management, insurance or financial planning industry. 

Our suite of training aims to guide advisors through the various stages of their careers. Whether is it a new entrant who has to deal with CMFAS or a seasoned advisor, we will have training modules that can create values for their existing customers.

 

As a new entrant to the world of financial advisory, the certification modules can be overwhelming for students. We provide tutorials for Capital Market and Financial Advisory Services (CMFAS) to make the difficult, easier. We have extensive experience in this area and have guided many students to pass these certification examinations.

 Advisory knowledge and skills are essential to the success of wealth advisors. Without the correct knowledge and skill sets, an advisor will find himself irrelevance in no time at all. Our modules are structured, and methodical to train financial advisors to craft solutions that can keep them relevance with the high expectation of customers.

 Even the best athletes need a good coach and a solid coaching regiment framework to reach peak performance. Our coaching sessions could help you push the envelope and do the tuning up for peak performance. 

Technology is changing the world on so many fronts. Traditional operation modes are broken every day to make ways for technologically advanced solutions. Rather than view technology as the foe, we can show financial advisors how to harness it to open up new markets and  help customers achieve their financial goals

Breath|Depth|Integrated

The right wealth advisory knowledge and skills can create value to client relationships...


Our students are from:

AIA Singapore Pte Ltd
AXA Insurance Pte Ltd
NTUC Income
Prudential Assurance Company Singapore (Pte) Limited
Tokio Marine Life Insurance Singapore Ltd
BURSA
SGX
Singapore University of Social Sciences
Nanyang Technological University
Singapore Management University

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