Programs for Financial Planners

A list of our highly-rated courses which are field tested with practical tools to equip financial planners to jump-start their practice.

Practical Estate Planning Concepts I

1 full day programme

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>> FTS eligible @50%|90% funding level <<

Practical Estate Planning Concepts II

2 full days programme

Download eBrochure to read info

>> FTS eligible @50%|90% funding level<<

Practical Estate Planning Concepts III

3 full days programme

Download eBrochure to read info

>> FTS eligible @50%|90% funding level<<

Practical Financial Coaching

2 full days programme

Download eBrochure to read info

>> FTS eligible @50%|90% funding level<<

Introduction to Practical Financial Counselling

1 full day programme

Download eBrochure to read info

Practical Applications of Financial Education

2 full days programme

Download eBrochure to read info

>> FTS eligible @50%|90% funding level <<

We focus on conducting private group training for companies to suit the busy schedules of their staff. Call or email us for a discussion! 

A list of professional certification align to your area of specialisation

**FTS Eligible programme is recognised under the Financial Training Scheme (FTS) and is eligible for FTS claims subject to all eligibility criteria being met. Please note that in no way does this represent an endorsement of the quality of the training provider and programme. Participants are advised to assess the suitability of the programme and its relevance to participants’ business activities or job roles. The FTS is available to eligible entities based on the prevalent funding eligibility, quantum and caps. FTS claims may only be made for recognised programmes with specified validity period. Please refer to www.ibf.org.sg for more information.

Refer to SkillsFuture Credit webpage or call 6785 5785 for assistance to check on SkillsFuture Credit scheme eligibility.

Read our Registration Terms & Conditions.

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