consultant

IBF Accredited Courses

for Practitioners, by Practitioner.

Building and Owning

your wealth advisory practice.

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.

Testimony

Been an honor and privilege to receive testimonies from fellow practitioners, adult learners, associates, and friends. Please slide. ▶️ ▶️ ▶️

I have attended several of Hock Beng’s training courses - (FNME) Financial Numbers Made Easy, Demystifying SRS, (HELP) Holistic Estate, and Legacy Planning. What made his class stand out from the rest of the courses I’ve attended is how practical and applicable his courses are. Theory and knowledge lay the foundation of what is to be taught, and once that strong foundation is laid, the rest of his courses were spent on how to apply those concepts into the participants’ own advisory practice. He is the kind of master that teaches you how to fish, such that you will be equipped to fish on your own for the rest of your life. Definitely worth the time and money to sign up for his courses!

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.

4 courses

Building and Owning your Wealth Advisory Practice.

Financial Numbers Made Easy

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.

details

Dollar INsight

From INsight to Foresight!

Dollar Insight aims to provide financial practitioners with the know-how and skills to analyze personal and family financial statements by applying the DOME framework.Dollar Insight provides guidance to utilize knowledge learned and apply skills to lead financial practitioners to conduct financial analysis. By adopting the DOME framework, financial practitioners will be equipped to apply methodologies that enable them to identify gaps to help the client to achieve their financial goals through analyzing their financial statements.

details

Demystifying SRS

Towards Retirement Adequacy!

Demystifying SRS aims to provide participants with the know-how and skills to demystify the rules and adopt the COST framework to build their clients supplementary retirement funds.To be future-ready, Demystifying SRS is incorporated with web-based applications to help practitioners to acquire knowledge & gain skills in order to internalize these values to build their unique financial advisory process.

Details

Holistic & Estate Legacy Planning

With End In Mind!

The Holistic Estate and Legacy Planning (HELP) Professional certification is a practical program designed to equip Financial Adviser Representatives (FARs) like yourself with competency to integrate holistic estate and legacy planning advice and services into your practice and differentiate yourself from competitors. You will acquire competencies to apply a range of estate and legacy planning tools and frameworks to provide holistic advice to clients looking for estate and legacy planning services to complete their wealth accumulation, preservation, and distribution goals. You will also understand the critical role that life insurance plays in funding liquidity gaps and be able to apply these instruments strategically and effectively.

details - 19 & 20 May 2022

eBook for you.

The 5th Strategy is a 39 colourful pages e-publication on building your investment portfolio using investments assets of unique nature. In this gift, there are 6 steps in building your investment portfolio based on your risk profile. In addition, you can pick up some useful investment strategies too. Have yours today!