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29 Mar 2023
IBF Masterclass with IFPAS: Adapting to the future economy: Your Secret To Advanced Performance Mindset
3.00pm - 4.30pm
Free
CPD Hours :
Attendees will be awarded 1.0 hour (non-core) CPD
Overview
SkillsFuture Singapore recently identified the ‘care economy’ as one of three growth areas of the future economy. But what is the relevance of this to the financial advisory sector, and do financial advisers need to adopt a different mindset to make the most of their future opportunities? Hear from three different expert perspectives on the skillsets required for advanced performance for the financial advisory and wealth management sector. · High performance coach perspective · Industry perspective · Adviser perspective Learn how to transform obstacles like personal and professional crises into strength, rather than keep it as a growing impediment that you pay compound interest for. What can you do to ensure that you are equipped with the relevant and latest skills to care for a more professionally savvy customer base? Lastly, does financial adviser education needs to draw upon new learnings from different disciplines such as the ‘caring professions’? |
Notes
Time | Item |
305pm - 320pm | Your cognitive energy is the foundation of everything High Performance Coach Perspective: Dr. Perpetua Neo, Founder, Psychologist & Coach |
320pm - 340pm | Upskilling as your universal DNA for success, in any environment Industry Perspective: Ms. Zuby Osman, Vice President & Head of Centre of Excellence, Great Eastern Life |
340pm - 415pm | Financial advisory in practice: Caring for a client's financial and emotional wellbeing Financial Adviser Perspective: Mr. Ng Eng Beow, IFPAS Vice President, Education & Training |
415pm - 430pm | Q&A |
*This is a rough timing estimate of the Masterclass.
Schedule
*This masterclass may end earlier or after the time mentioned above.
Notes
Time | Item |
305pm - 320pm | Your cognitive energy is the foundation of everything High Performance Coach Perspective: Dr. Perpetua Neo, Founder, Psychologist & Coach |
320pm - 340pm | Upskilling as your universal DNA for success, in any environment Industry Perspective: Ms. Zuby Osman, Vice President & Head of Centre of Excellence, Great Eastern Life |
340pm - 415pm | Financial advisory in practice: Caring for a client's financial and emotional wellbeing Financial Adviser Perspective: Mr. Ng Eng Beow, IFPAS Vice President, Education & Training |
415pm - 430pm | Q&A |
*This is a rough timing estimate of the Masterclass.
Speakers
Dr Perpetua Neo
Zuby Osman
Ng Eng Beow
Nick Hakes
Dr Perpetua Neo
Dr Perpetua Neo, Founder, Psychologist and Coach
About the Speaker
Dr Perpetua Neo (DClinPsy, UCL; MPhil, Cambridge) coaches Type A leaders to master their time, head and relationships quickly and deeply, so they enjoy sustained performance, peace of mind and sleep like a cat. DrP specialises in The Big 3 that we mistakenly tolerate— anxiety, toxic relationships and panic attacks– so her clients achieve multiple personal and professional goals concurrently. DrP’s an international expert across 41 languages on Forbes, Business Insider and Vogue; and writes for The Huffington Post, MindBodyGreen and Thrive Global. She is a published author with Simon & Schuster, and her book This Is What Matters supports people to transform crisis into strength as they get clear on their priorities and cartograph their map forward.Zuby Osman
Zuby Osman, Vice President & Head of Centre for Excellence (Distribution Learning & Development), Great Eastern Life Singapore
About the Speaker
Experienced Head of Department and Industry veteran with a demonstrated history of working in the Financial Services industry.
Certified in IBF Level 3 since year 2020, she is the First Training Head in L&D in Asia to be accorded the prestigious Diploma form LIMRA, Chartered Insurance Agency Manager certification in 2021 and a certified Enneagram trainer in 2022.
In August 2022, Great Eastern Centre for Excellence team was crowned Winner of Education Insurance Initiative of the Year 2022 by Asia Insurance Awards and also launched Singapore’s first fully online, internally curated IBF level 1 certified program.
Skilled in leading Strategy, Business Development, Planning, Sales, Learning Management, Organizational Development, Customer Management and Corporate Communications functions and experienced in leading multiple industry level work streams and projects anchored by LIA, Global and Regional Associations.
Have more than 18 years volunteering experience with Make A Wish Singapore and have been awarded a long-term service appreciation certificate from NCSS for this contribution to social service in Singapore.
Ng Eng Beow
Mr. Ng Eng Beow, IFPAS Vice President, Education & Training
About the Speaker
Eng Beow is the Executive Director and
Founder of Green Apples Advisory. With 16 years of industry experience, he
heads our 40+ strong agency to be one of the top branches in Manulife. Eng Beow
is a Certified HNW Adviser, and a recognised and respected leader amongst our
agency team. Despite his strong personal track records and achievements, Eng
Beow believes strongly in teamwork, and advocates an inclusive environment for
leaders and planners to constantly share ideas and solutions to improve the
financial well-being of our clients.
He currently sits on the Executive Council of IFPAS as the 1st Vice President of IFPAS, the Premier Association of Financial Planners (Singapore) and actively contributes to enhancing the image of the financial services industry, upholding the professional and ethical standards of the financial practitioners and serving the consumers and community at large.
Nick Hakes
Mr. Nick Hakes, Director of Market Development Asia, Kaplan Professional Australia
About the Speaker
A champion for the value of quality financial advice; Nick has held executive and Board positions for wealth management institutions and professional adviser representative bodies.
Notes
Time | Item |
305pm - 320pm | Your cognitive energy is the foundation of everything High Performance Coach Perspective: Dr. Perpetua Neo, Founder, Psychologist & Coach |
320pm - 340pm | Upskilling as your universal DNA for success, in any environment Industry Perspective: Ms. Zuby Osman, Vice President & Head of Centre of Excellence, Great Eastern Life |
340pm - 415pm | Financial advisory in practice: Caring for a client's financial and emotional wellbeing Financial Adviser Perspective: Mr. Ng Eng Beow, IFPAS Vice President, Education & Training |
415pm - 430pm | Q&A |
*This is a rough timing estimate of the Masterclass.
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