This three-day course is designed as a case study-based programme, enabling participants to utilise their knowledge in executing integrated financial planning strategies to meet both personal and business goals. The curriculum will encompass topics to better understand the business and the business owner such as digital sales cycle, business and personal assets, buy-sell agreements, retirement planning for business owners, among others to help build the future the business owner envisions. This course is part of a 4-course series leading to a professional certificate, the Certified Private Wealth Specialist.
- Funded Under IBF Standards Training Scheme (IBF-STS)
Advising High-Net-Worth (HNW) Business Owners and Insurance Planning has been accredited under the IBF Standards and is eligible for funding under the IBF Standards Training Scheme (IBF-STS), subject to all eligibility criteria being met. Available for a period, this funding is applicable only for the first assessment attempt and candidates may be non-company sponsored or company-sponsored.
Duration:
18 Hours
Date(s):
Course Dates: 9 March 2026, 10 March 2026, 11 March 2026 [Assessment Date & Time: 11 March 2026, 5.00 p.m. to 5.15 p.m.]
Time:
9 March 2026 (9.00 a.m. to 5.00 p.m.), 10 March 2026 (9.00 a.m. to 5.00 p.m.), 11 March 2026 (9.00 a.m. to 5.00 p.m.)
Venue:
To Be Advised
CPD Hours:
18 CPD hours (additional 15 minutes upon successful completion of assessment)
Closing Date:
Registration will close once all available places have been filled.
