This course is designed as a case study-based programme,enabling participants to utilise their knowledge in executing integratedfinancial planning strategies to meet both personal and business goals. Thecurriculum will encompass topics to better understand the business and thebusiness owner such as digital sales cycle, business and personal assets,buy-sell agreements, retirement planning for business owners, among others tohelp build the future the business owner envisions.

Financial advisers, wealth managers, or individualsseeking to deepen their expertise on the unique challenges and opportunitiesfaced by HNW business owners. This course targets individuals who aim toprovide comprehensive and tailored insurance solutions that align with thesophisticated needs and objectives of business owners. This course equips youwith the knowledge and skills necessary to excel in advising HNW businessowners on insurance solutions.

• Practical, Case-Based Learning: Dive into a fully case-study-driven curriculum that equips you to handle real-world scenarios faced by high-net-worth (HNW) clients in private wealth management.
• Real-World Insights: Learn from a seasoned trainer with a proven track record, offering valuable lessons and practical examples drawn from extensive consulting and advisory experience.
• Interactive Teaching Style: Engage actively in discussions, gain clarity on challenges faced by your HNW clients, and deepen your expertise through personalised guidance.
• Application-Oriented Curriculum: Bridge the gap between theory and practice, empowering you to apply new skills immediately to boost client engagement and drive your sales success.

• Introduction to HNW Business Owners
• Sales Cycle
• Digital Skills
• Keyman Protection Planning
• Credit Protection Planning
• Deferred Compensation
• Business Succession Planning
• Retirement Planning
• Estate Planning
• Trust
• Will
• CPF Nominations
• Lasting Power of Attorney
• Advance Medical Directives
• Insurance Nominations
• Test your Knowledge

Mr. Stephen is currently the Principal Consultant of Summit Planners Group of Companies, providing one stop integrated financial services to individuals and businessowners. He obtained his ACCA in 1987 at the age of 21 and started lecturing in the Institute of Certified Public Accountants of Singapore in the same year. He has trained more than 30,000 Financial Practitioners on finance-related topics.

Stephen is the author of five books: “Taxation Relevant to Insurance Practitioner”, “Estate Planning Relevant to Financial Advisors”, “Planning for Business Owners and Professional” and two other books which were written to prepare students for professional accountancy examinations.

Stephen specializes in Corporate Risk Management and Estate Planning. On the area of Corporate Risk Management, Stephen has been involved in designing solutions for businessowners to minimize risk, with a particular emphasis on risk avoidance, risk prevention and risk transfer.

In the area of Estate Planning, Stephen assists many individuals (both Muslim and non Muslim)to plan for their estates, particularly the provision of immediate expenses upon death, the preservation of estate, the enhancement of estate and most importantly the distribution of estate.

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Note: Candidates who do not pass the examination by the deadline set are required to pay back the funded mount of S$1,680.00 or S$1,200.00 depending on the funding quantum corresponding to the corresponding eligibility criteria.

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Each course is SkillsFuture Credit-eligible. For details, you may refer here.