Wealth Management SkillsFuture Course
Wealth Management and Retirement Planning
retirement planning skillsfuture wsq IFMF Investment Academy
Deepen your knowledge about the fundamentals of financial planning and wealth management for your retirement!
This workshop will equip learners with basic financial tools to manage their Central Provident Fund (CPF) and other financial investments for their personal and business use.
Our Team
Get to know us
Our experienced team delivers amazing results
We have a can-do attitude backed up by more than 20 years experience delivering high-end, creative solutions on time and on budget.
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Workshop Outcome
What will I learn?
During these 2 days, we aim to provide the knowledge of deriving risk and risk profiles, calculating financial shortfalls, and plotting ahead to reach goals set by learners and their clients.
These include mastering customer relationship management, financial documentation analysis, constructing a financial plan, investment tools, and putting it all together.:
- Financial assessment and risk analysis
- Financial goals
- Financial planning
- Financial monitoring
At the end of the workshop, learners will grasp how financial tools can hinder, help, or create opportunities for themselves financially.
Wealth Management SkillsFuture Course
Course Information
Course Fee
Full Fee: $2,800.00
Singaporeans 21 – 39 yrs old or PRs 21 yrs & above: $560.00
Singaporeans above 40 yrs old: $280.00
* Course Fee shown here represents the nett fee
Course Information
Wealth Management and Retirement Planning
Reference No : TGS-2021008505
Course Duration : 16 hours
Funding Validity : 6 Aug 2021 – 5 Aug 2026