Wealth Management And Retirement Planning

(Using iFAST Platform)

In this course, you will learn how to grow your wealth using financial tools like Bonds, ETF, Equities and Funds.

We will help guide you to make the right investment strategies by understanding your own risk profiles.

A joint venture with iFast – the company with best performing stock, best weighted return on equity, and the overall sector winner in the banking and investment services sector at the Billion Dollar Club 2021 awards, organised by e Edge Singapore.

All investments are risky and as part of this course we will also teach you how to balance your risks with other financial tools.

Take control of your financial portfolio, and take control of your retirement planning today with our Wealth Management & Retirement Planning course now!

Course  Objectives

This training programme consists of 4 learning units and 2 assessments.

  • Learning Unit 1 – Financial Assessment and Risk Analysis

  • Learning Unit 2 – Financial Goals and Financial Planning

  • Learning Unit 3 – Investments

  • Learning Unit 4 – Approaches to Issue Resolution

Course  Outline

Customer Relationship Management Methods

  • Develop Professional Relationships with Prospective and Existing Customers.

Financial Documents Analysis Processes

  • Analyse Information on Customer’s Income, Expenses, Taxes, And Savings to Understand Their Cash Flow Situations.

Risk Profiling Analysis Methodologies

  • Analyse Customer’s Risk Profiles and Personal Financial Situations to Determine Their Investment Profiles.

Financial Product Criteria

Processes To Constructing Personal Financial Plans

  • Developing Personal Financial Plans at Set Out the Financial Goals, Financial Analysis and Recommendations on How Customers Personal Financial Goals Can Be Met.

Insurance Planning Tools

  • Analyse Relevant Information and Current Insurance Policies in Effect, To Analyse Customer’s Life, Health and Personal General Insurance Needs.

Investment Planning Tools

Retirement Planning Tools

  • Assist Customers in Retirement Planning by Establishing Their Retirement Goals and Analysing Their Financial Situations.

Approaches To Issue Resolution

  • Address Customers Queries on Existing Banking and Financial Transactions and Escalate Significant Matters to the Management.

  • Review Personal Financial Plans Periodically with Customers and Alert Customers of Revisions Required to Successfully Achieve Financial Goals.

Training Materials

Training materials will be provided but you need to bring your own smartphone, laptops, accessories, and stationeries.

Course Fees & Funding

Full course fees: $2800 (before subsidy)

Company Sponsored


*Financial Institutions or FinTech
(90% Subsidy)

All Singaporeans & PRs
(90% Subsidy)




  • All the prices above are nett.

  • All Nett Fees are claimable via: SkillsFuture Credit and IBF funding.

  • Training Grant of $10/hour is available for Financial Institutions and FinTech firms to manage manpower costs and support the skills upgrade of their employees.

  • Organisation pays the Nett Fee after subsidy, and are eligible for training grant when staff goes for training.

  • Graduates can submit their application for IBF Certification after they complete the programme.

  • Company sponsored candidates (only Singaporeans and PR) have to come from:

    • Singapore-based financial institutions regulated by MAS (licensed or exempt from licensing by MAS); or

    • FinTech firms certified by Singapore FinTech Association

Course Schedule

Course Duration: 2 days, 16 hours

20 & 21 Sep 2022, 9.00am to 6.00pm @ Jurong East E2I building, Singapore


Target Audience

Anyone who wants to learn useful skills related to Wealth Management & Retirement Planning.

There is No minimum entry requirement.

For more information/ registration or Group / In-House Training, please contact Jaslyn @ 6278 9785 or email jaslyn@cbsgroup.com.sg

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