IBF Accredited Courses
Building and Owning
Whether you see it clockwise or anti-clockwise, there is something in store for you.From “Financial Numbers Made Easy” to “Dollar INsight” to “Demystifying SRS” and to “HELP” professional to SCORE, financial practitioners fully understand that these are 4 critical modules to be equipped to enable and empower to address the real and inner concerns faced by your clientele.Financial planning cannot be done piecemeal. Financial practitioners are consciously aware that the 4 modules are critical success factors in helping good-income-earners achieve the true form of personal & family financial planning.With the end in mind, a couple of financial objectives need to be met, such as starting a plan before beginning to move on to other commitments.
Having a holistic insight on money management definitely goes a long way as your good-income-earners are bestowed with money management hindsight due to financial practitioners’ painstaking effort to build their Dollar INsight.
Financial Practitioners, be outfitted with the necessary skillsets today.
Been an honor and privilege to receive testimonies from fellow practitioners, adult learners, associates, and friends. Please slide. ▶️ ▶️ ▶️
I really enjoyed your HELP course - you made them really interesting. Out of all the courses, you definitely stopped me from looking at my phone during it! It was practical and applicable in my workplace. I used some of the techniques taught in the training and I have very positive feedback on my presentation. I like to thank you for your excellent training and am looking forwards to more training opportunities in the future.
Hock Beng is selfless in sharing his wisdom and experiences gained through his many years in the industry. He is willing to support his team and provide them with guidance to be back on track to their own target. To Learn, Hock Beng will be your trainer. To Implement what you learn, Hock Beng will be your coach. To Excel in business, Hock Beng will be your valuable business partner. I am glad to have been through the process with him.
Building and Owning your Wealth Advisory Practice.
Start before the Begin!
This program provides participants (financial advisers, financial planners, financial services managers, bankers) with the know-how and skills to apply time value of money and use of spreadsheet & financial charting to solve financial problems faced by their clients.
From INsight to Foresight!
Towards Retirement Adequacy!
With End In Mind!
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