Dollar Insight

Programme Scheme : FTS

Programme Title Dollar Insight
Programme Scheme FTS
Training Provider Falco Academy Pte. Ltd.
Purpose of Programme

Dollar Insight aims to provide financial practitioners with the know-hows and skills to analyse personal and family financial statement by applying the DOME framework. Dollar Insight provides guidance to utilise knowledge learned and apply skills to lead financial practitioners to conduct financial analysis. By adopting the DOME framework, financial practitioners will be equipped to apply methodologies that enable to identify gaps to help the client to achieve their financial goals through analysing their financial statements. Personal tax planning is integral of financial planning. Financial practitioners are able to direct their client to leverage on the available tax deductions to promote and encourage social and economic objectives such as filial piety, family formation and the advancement of skills.

Programme Website https://falco.faweb.sg/
Programme Prospectus Click here to download file
Type of Programme Others; Training: Virtual and/or Physical classroom
Industry Segment Financial Planning, Financial Services
Location of Training Singapore
Training Duration/ CPD Hours: 7 Hr(s)
1 Full Day(s) over 1 Week(s)
Name of Contact Person: Evelyn Tan
Designation Business Development Director
DID 81231421
Email evelyntan@falcoacademy.com
Skills Category Skills and Competencies Proficiency Level
B. Customer Relationship and Stakeholder Management B10. Personal Finance Advisory 3
E. Investment and Financial Management E16. Financial Analysis 3
E. Investment and Financial Management E18. Financial Statements Review 4
G. Product, Sales and Market Management G8. Industry Knowledge (Products): Financial Planning 2

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