Our education philosophy

Deep technical knowledge of financial planning combined with an advanced skill set leads to improved consumer outcomes.
Emotionally intelligent advisers are better equipped to understand their clients’ needs and develop effective advice strategies.
Digital capability and engagement are essential skills for advisers to advance in today’s online environment, especially, post-COVID-19.

Online learning experience

Live webinars

Interact with industry practitioners and ask questions in real time.

On-demand lectures

Watch lectures as often as you like, from anywhere and any time to suit your schedule.

Discussion groups

Interact and discuss content and theories with your peers and faculty.

Client case studies

Apply your learnings to complex and real-world HNW client scenarios.
Understand the characteristics, needs and market trends relating to HNWIs and family offices for business structuring, estate planning, insurance, risk management and investment advice
Gain insights of consumer and investor behaviour to establish and maintain client relationships with HNWIs
Discuss and apply key concepts relating to the provision of asset protection and wealth creation and distribution strategies for HNW clients, including risk management, portfolio theory, product knowledge and taxation
Develop strategies for HNWIs and family offices that incorporate legislative, regulatory and compliance obligations, including, where relevant, beyond border considerations
Design client acquisition strategy and marketing and communication plan to attract, advise and retain HNWIs
Private Wealth and Family Office: Environment, Trends and Client Focus
Business Structuring and Tax Considerations
Estate Planning Strategies for High Net Worth Individuals and Family Offices
Insurance Solutions and Asset Protection for High Net Worth Individuals
Private Wealth Investment Strategies and Portfolio Construction
Applied Business Strategy for High-Net-Worth Individuals and Family Offices

Programme overview

Subject 1
Private Wealth and Family Office: Environment, Trends and Client Focus
Understand the needs and market trends of HNW clients and family offices, and requirements for providing advice in Singapore and other jurisdictions.

Topics

  • Topic 1: The HNW market and role of the financial adviser 
  • Topic 2: Consumer decision-making and behavioural finance
  • Topic 3: Working with external partners
  • Topic 4: Regulation of financial services
  • Topic 5: Legal and professional obligations for advisers
  • Topic 6: Risk management, governance and compliance of family offices 
Subject 2
Business Structuring and Tax Considerations
Analyse legal, business structure and taxation implications for current and potential HNW individual and family office scenarios. It also encompasses beyond border advice.

Topics

  • Topic 1: Business structures and trusts
  • Topic 2: Structures used by HNWIs and family offices
  • Topic 3: Income tax — individuals
  • Topic 4: Tax for businesses
  • Topic 5: Cross-border taxation
Subject 3
Estate Planning Strategies for High Net Worth Individuals and Family Offices
This subject will help you establish estate planning objectives and risks, and determine appropriate estate planning strategies.

Topics

  • Topic 1: A holistic approach to estate planning
  • Topic 2: Estate planning challenges, rules and tools
  • Topic 3: HNW succession planning
  • Topic 4: Estate planning strategies for HNWIs
Subject 4
Insurance Solutions and Asset Protection for High Net Worth Individuals
Assess personal and business risks, and develop appropriate risk management and insurance strategies.

Topics

  • Topic 1: Insurance and asset protection — the role of the financial adviser
  • Topic 2: Identifying insurance needs for HNWIs
  • Topic 3: Implementing insurance solutions for HNWIs
  • Topic 4: Insurance strategies for HNW clients
Subject 5
Private Wealth Investment Strategies and Portfolio Construction
Analyse investment needs and objectives or HNWIs and family offices and develop appropriate investment strategies.

Topics

  • Topic 1: Investment for HNWIs and the role of the financial adviser
  • Topic 2: Global financial markets, economic principles and portfolio theory 
  • Topic 3: Matching investment products with HNW client goals   
  • Topic 4: Portfolio construction techniques and mandates 
  • Topic 5: Strategies for providing investment advice
Subject 6
Applied Business Strategy for HNWIs and Family Offices
Develop a marketing and communication plan to attract, advise and retain HNW and family office clients.

Topics

  • Topic 1: Marketing to HNWIs and family offices
  • Topic 2: Buyer behaviour
  • Topic 3: Client engagement and communication
  • Topic 4: Assessing capability to attract and service HNW clients
  • Topic 5: Acquiring HNW clients
  • Topic 6: Marketing to HNWIs
Asia-Pacific HNWI wealth to surpass US$42 trillion by 2025*
*Capegemini, Asia-Pacific Wealth Report 2018

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