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.
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.
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.
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.
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.
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!
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