Overview

M2 is designed to give candidates a good understanding of the risk elements, different types of financial tools, and analysis to use for advising clients in financial planning.

This class will cover the important elements of assessing client’s risk profile, analysing, and quantifying the needs and providing suitable solutions. It is an application module of whereby candidates will be trained to apply financial technical knowledge to assist clients in discovering their needs and offer appropriate solutions thereafter.

Topic 1: Basic Financial Management
Topic 2: Risk Management & Insurance Planning
Topic 3: Financial Markets and Investment
Topic 4: Retirement Planning
Topic 5: Estate Planning

Participants who are Singapore Citizens or Singapore Permanent Residents (SPR) sponsored by Company or Individuals are eligible for the Skills Development Fund (SDF) Funding administrated by the SkillsFuture Singapore Agency (SSG). Individuals can however apply for SkillsFuture Credits to pay for their training (only applicable for Singaporeans aged 25 and above). For further informations, log on to myskillsfuture.gov.sg.

Certification

Please note that 100% attendance is mandatory for this course

Upon successful completion of the course, a Certificate from Global Training Services, will be issued to all successful participants.

Topic 1: Basic Financial Management

1. Financial Statements and Ratio Analysis
2. Budgeting
3. Credit and Debt Management
4. Risk Tolerance in Financial Decisions

Topic 2: Risk Management and Insurance Planning

1. The Concept of risk
2. Management of risk
3. Main principles & Types of Insurance
4. The insurance industry

Topic 3: Financial Markets and Investment

1. Investment Objectives
2. Investment Risks and Returns
3. Financial Markets
4. Portfolio Investment-Diversification & Asset Allocation

Topic 4: Retirement Planning

1. Retirement Planning Needs
2. Establishing The Desired Income at Retirement
3. Saving & Income for Retirement
4. Strategies for Retirement Planning

Topic 5: Estate Planning

1. What is Estate Planning
2. Basic Estate Planning Tools
3. Property Ownership
4. Business Protection Planning

Certified Financial Services Consultant Module 2 (CFSC M2) is the 2nd module under CFSC certification programme. It has been designed to provide Financial Services Consultants and individuals who are keen to have a good understanding of the risk elements, different types of financial tools and analysis to use for advising any financial planning. This course covers and guides you on the important elements of assessing client’s risk profile, analysing and quantifying the needs and providing suitable solutions. It is an application module of financial technical knowledge to assist clients in discovering their needs and offering appropriate solutions. Knowledge and skills covered during training will be tested via online assessment to ensure the participants have acquired the competencies.

Paticipants who are keen to embark on an exciting career in financial planning

Completed Certified Financial Services Consultant Module 1 (CFSC M1)

Please note that 100% attendance is mandatory for this course

Upon successful completion of the course, a Certificate from Global Training Services, will be issued to all successful participants.