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Wealth Management & Retirement PlanningWealth Management & Retirement Planning

Wealth Management and Retirement Planning

$2,800.00

Learn how to grow your wealth using financial tools like Bonds, ETF, Equities and Funds.

Course Duration: 2 Days
Course Hours 16 Hours
Course Code: TGS – 2021008505

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Description

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 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!

DAY 1 COURSE OUTLINE:
• How To Build a Team
• Relationship Management with An Adviser
• Financial Documentation Analysis and Processes
• Analysis Of Income, Expenses, Taxes and Savings
• How Cash Flow Affects Your Portfolio
• When Investment Profiles Affect the Instrument, You Use
• How A Financial Product Suits the Investor
• How To Construct a Financial Plan
• What Are Suitable Goals to Set
• What Recommendations to Meet the Goals
• Defensive Tools and Strategies – Insurance

DAY 2 COURSE OUTLINE:
• Managing Investment Risk – Life, Health, Work and Goals
• Investment Tools: Stocks, Bonds, ETFs And Funds
• How To Establish the Correct Retirement Destination
• Reviewing The Portfolio and Understanding Its Risks
• Putting It All Together for Retirement
• How To Be Up to Date on Revisions and Changes
• Dispute Resolution
• Addressing Problems When Dealing with Financial Professionals and If Matters Are Escalated to The Management

 

Payable by Company (Nett Fee)Payable by Individual (Nett Fee)Payable by Individual (Nett Fee)
Course TitleCourse CodeLanguageFull Course FeeDuration (Days)Duration (Hours)Company Sponsor 90% of course fee Eligible for FinTech firms onlySCs & PR 80% of course fees Min 21yrs to attendSCs aged 40 years & above 90% of course feesSkillFuture Claimable
Wealth Management and Retirement PlanningTGS-2021008505English$ 2,800.00216$ 280.00$ 560.00$ 280.00Yes

Trainers:
Amir & Razak
Alan Yeo
Stanley Ong

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