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


Fundings Available

Skillsfuture Credits

Engaging High-Net-Worth Individuals

9:00AM to 6:00PM

2 Days

Funding Eligibility:
IBF-STS Funding
Skillsfuture Credits

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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

For Singapore Citizens and PRs:
$1149.50 (U.P. $2299.00)* includes 8% GST

For Singapore Citizens aged 40 years and above:
$689.70 (U.P. $2299.00)* includes 8% GST

*Price are before Skillsfuture Credits and NTUC UTAP Funding, speak to us to find out more about eligible fundings.

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