P201209ZTH

HNWC2 - Business Structuring and Tax Considerations (including Beyond Borders Advice)

Programme Scheme : IBF-STS and, Core FAA / SFA CPD


Programme Title HNWC2 - Business Structuring and Tax Considerations (including Beyond Borders Advice)
Programme Scheme IBF-STS and, Core FAA / SFA CPD
Training Provider INSURANCE AND FINANCIAL PRACTITIONERS ASSOCIATION OF SINGAPORE
Purpose of Programme

IFPAS has developed the High Net Worth (HNW) Certification Course to help support our Members, and the broader financial advisory profession, respond to the rapidly changing environment and the increasing demand for quality financial advice. We see an opportunity to establish a defined career path for financial practitioners and bancassurance specialists within the Institute of Banking and Finance (IBF) skills framework at level 2/3 within the Sales, After Sales, Distribution and Relationship Management career track, for a senior financial planner role.

Programme Website https://hnwcertification.com/
Programme Prospectus Click here to download file
Type of Programme Training & Assessment
Industry Segment Financial Planning, Life Insurance, Private Banking and Wealth Management
Location of Training
Training Duration/ CPD Hours: Total: 10 Hr(s)
4 Half Day(s) over 5 Week(s)

Core FAA CPD: 7 Hr(s)
Core SFA CPD: 7 Hr(s)
Name of Contact Person: JOSE SHANTELLE RARUGAL
Designation GENERAL MANAGER
DID 81189635
Email gm@ifpas.org.sg
Skills Category Skills and Competencies Proficiency Level
B. Customer Relationship and Stakeholder Management B10. Personal Finance Advisory 4

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