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Professional Qualification Programmes

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Advanced Estate Planning Strategies for HNWI and Business Owners

Case-study program for HNW estate and wealth planning strategies.

Face-to-Face Mode

Trust Advisory, Family Office, and Insurance Planning

Case study-based course on Trust Advisory and Family Office services.

Face-to-Face Mode

Advising HNW Business Owners and Insurance Planning

Case study-based course on integrated financial planning for business owners.

Face-to-Face Mode

Practical Techniques for Wills and Insurance Planning

Three-day course on Will drafting and insurance planning.

Face-to-Face Mode
Chartered Certifications

Chartered Life Underwriter®/Singapore (CLU®/S)

The CLU®/S designation is all about developing greater technical knowledge and expertise in protection, accumulation, preservation and distribution of wealth.

Self-Study Mode
Certificate of Proficiency

Certificate of Proficiency in Foreign Worker Insurance

Access to online contents is immediate after confirmation of payment receipt. Please provide 3 working days for your access to be granted via the App.7 General Insurance CPD Hours

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Series of Professional Qualification Programmes