• Overview
  • Speakers

The rapid growth of private family assets, coupled with society's greatest transfer of integrational wealth have contributed to ASEAN becoming the world's 5th largest economy[1].

How can financial advisers play their part in realising the opportunities that are opening in professional advisory services?

Building, managing, and protecting people's wealth remains the challenge, however raising professional standards and conduct, deepening knowledge, and influencing behaviour and attitudes is perhaps going to be the greatest opportunity for financial advisers to differentiate themselves.

Advisers need to embrace the challenge to think differently, to evolve and to be better prepared for the opportunities and challenges ahead.

[1] ASEAN Integration Report 2019 

Event Details

Date:7 Oct 2021
Time:3.00pm - 4.30pm 
Venue:Zoom Webinar
     CPD Hours:Attendees will be awarded 1.5 hours (non-core) CPD 
Fees:The ​Session is free of charge


  • Certificate of Attendance (COA) are issued based on participants' attendance records on Zoom. For participants who dial into the session via telephone, please provide the number you dialed in with to events@ibf.org.sg for verification. 
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Event Secretariat


DID: 6305 5681    


E: events@ibf.org

IBF Masterclass with Insurance and Financial Practitioners Association of Singapore: Adapting to change: Future-enabled skills for the Modern Adviser

7 October 2021

​Mr. Allen Lim, IFPAS Vice President, Education & Training


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Dr. Isaac Poole, Chief Investment Officer, Oreana Financial Services (Live from Hong Kong)


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​Mr. David Chee, Partner Wong Partnership

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​Mr. Nick Hakes, Director of Market Development Asia, Kaplan Professional Australia 

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​Ms. Ng Kar Hee, Vice President, Head of Distribution Learning & Development Singapore, Manulife

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