Engaging
High-Net-Worth
Individuals

Navigate the enigmatic Affluent and HNW market confidently as our program empowers financial consultants to conquer challenges and thrive in these exclusive segments.

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Mode of Training

Online

Fundings Available

IBF-STS
Skillsfuture Credits
NTUC UTAP

Engaging High-Net-Worth Individuals

Time:
9:00AM to 6:00PM

Duration:
2 Days

Funding Eligibility:
IBF-STS Funding
Skillsfuture Credits
NTUC UTAP

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Aim

The Affluent and HNW market is a mystic to most Financial Practitioners (FPs) especially for the new and younger entrants to the financial industry. It can be a daunting experience for FPs to embark on these markets, having a general perception that they are difficult to penetrate and acquire. This gives rise to apprehension, causing a natural avoidance in targeting and approaching them throughout their career. Such self-imposing obstacles instinctively prevent FPs from attempting to take the first step and severely hamper their growth and hinder their success. Even when the opportunities present themselves, FPs lack the capabilities and confidence to engage these market segments.

This programme is put together to help FPs with their new journey into the Affluent and HNW markets.

Learning Objectives

The programme is designed to achieve the three (3) main learning objectives:

  • Attain fundamental knowledge on the Eight (8) Types of HNW Planning Needs
  • Appreciate the highly complex subject of the Eight (8) Types of HNW Planning Needs
  • Achieve competency and skills to confidently engage the Affluent and HNW market for bigger case sizes

Programme Fees (Financial Advisors)

SG Citizens below 40 & PRs (nett fee after IBF-STS 50 % funding):
$1149.50 (U.P. $2299)*

SG Citizens 40 & above (nett fee after IBF-STS 70% funding):
$689.70 (U.P. $2299)*

*Price above are nett fee. For corporate rates or non-financial advisors, please contact us.

All rights reserved. Finerty Academy Pte Ltd 2023.

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