Become a Certified

HNW Adviser

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About the HNW Certification

As the high-net-worth landscape in Singapore continues to rapidly evolve and grow, so does the demand for highly-skilled and certified financial advisers and practitioners to address complex client and family office challenges.

The High Net Worth (HNW) Certification is designed to help you take advantage of this enormous opportunity that Singapore’s rise in affluence presents, earning recognition as a Certified HNW Adviser.

The programme combines international best-practice and local market case studies in family wealth management to equip you with the knowledge and expertise to implement a step-by-step process for providing quality financial advice to HNW individuals.

Through scenario-based assessments, you will emerge with the knowledge and skills to design appropriate asset protection and wealth management strategies, in addition to a marketing and communication plan to attract, advise and retain these clients.

Hear from one of the programme's graduates, Michael Seow, from Prudential Assurance Company

Why the HNW Certification?

Developed in Singapore based on local and international financial planning best-practice
Combines the academic rigour of higher education theory with practical and relevant outcomes
Scenario-based with real-life application and centred on HNW specialist knowledge areas
Delivered via collaborative face-to-face intensive workshops by practising industry experts
Opportunity to network and share knowledge with colleagues, peers and industry veterans

66 CPD hrs covered 
(includes 10 hours of 
Core CPD hours)

IBF accredited
Level 2 & 3

IBF-STS funding
up to 70%

Who should enrol?

Financial advisers and consultants
Insurance and bancassurance specialists
Family office and private wealth professionals
Private bank and client relationship managers
Asset managers and practitioners involved in portfolio construction
Accountants and estate lawyers
Professionals aspiring to the next generation of financial advice

Highlights and key outcomes

Deeper understanding of the rapidly expanding HNW sector in Singapore and the wider Asia-Pacific
Explore market trends, and family office and trust structures
Design asset protection and wealth management strategies for HNW clients
Develop your market analysis, behavioural finance and client engagement skills
Create your own strategic sales and marketing plan to grow your HNW business
Emerge with the confidence and specialist financial planning skills to solve complex problem scenarios for HNW clients

Programme curriculum

Subject 1
Private wealth & family office: environment, trends and client focus
Understanding the needs and market trends of high net worth clients and family offices.
Subject 2
Business structuring & tax considerations (including beyond border advice)
Understanding the needs and market trends of high net worth clients and family offices.
Subject 3
Estate planning strategies for high net worth individuals and family offices
Understanding the needs and market trends of high net worth clients and family offices.
Subject 4
Insurance solutions & asset protection for high net worth individuals
Understanding the needs and market trends of high net worth clients and family offices.
Subject 5
Private wealth investment strategies and portfolio construction
Understanding the needs and market trends of high net worth clients and family offices.
Subject 6
Applied business strategy for high net worth individuals and family offices
Understanding the needs and market trends of high net worth clients and family offices.

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