Certified Financial Services Consultant Module 2 - Financial Planning Tools and Solutions
- Hours: 8.5
- Class Size:
- Course Funding: Yes
Fee: $378.50 w/GST
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.
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.