Ace Your Digital Marketing and Prospecting

Region: Singapore

This CPD module explores how financial practitioners at every career stage, from new advisers to seasoned leaders, can strengthen their brand and enhance their digital footprint by creating meaningful online connections and using AI-powered tools to streamline prospecting efforts and refine their social media approach to attract high-value, long-term stakeholders for business success.

Technical Skills Competency (TSC):

Learning and Development

Proficiency:

Level 4

Addressing Unconscious Bias in Professional Practice

Region: Singapore

Unconscious bias can significantly impact the financial services sector, influencing critical decisions around hiring, promotions and client relationships. These biases can undermine diversity, stifle innovation and erode client trust.

In an industry where credibility and fairness are paramount, allowing bias to shape decisions can lead to missed opportunities, homogenous teams and a weaker competitive edge in serving diverse clients.

Technical Skills Competency (TSC):

• Ethical Culture

Proficiency:

Level 3

Advanced Enneagram Mastery for Leaders

Region: Singapore

In today’s evolving financial services landscape, effective leadership requires heightened self-awareness and an in-depth understanding of others’ core motivators and unique interaction styles.

This module is designed to help leaders reach a deeper level of understanding by exploring advanced applications of the Enneagram.

Technical Skills Competency (TSC):

• Learning and Development

Proficiency:

Level 4

Basic Enneagram Fundamentals for Leaders

Region: Singapore

In financial services, where change is rapid and customer needs are always evolving, self-awareness is a vital skill for successful leadership. Leaders who understand their own motivations, as well as the personalities of those they lead, are better equipped to create strong, collaborative and resilient teams.

This is where the Enneagram comes into play. It is a well-researched profiling tool that has significantly accelerated the journey of many individuals and is gaining popularity globally.

Technical Skills Competency (TSC):

• Learning and Development

Proficiency:

Level 4

Building a Lasting Legacy: Philanthropic planning for businesses in Singapore

Region: Singapore

This CPD module explores how businesses in Singapore can develop effective philanthropic plans aligned with their values, business goals and societal needs. It helps financial advisers guide their clients in making impactful philanthropic decisions by helping them understand the basics of philanthropy and how to create actionable strategies.

Technical Skills Competency (TSC):

• Account Management

Proficiency:

Level 3

Building Resilience for Success as a Financial Adviser

Region: Singapore

The life of a financial adviser is rewarding, but comes with its fair share of challenges. In Singapore, a leading global financial hub, advisers navigate a complex landscape shaped by evolving regulations, technological advances, and clients with diverse and sophisticated financial needs.

Building resilience is key to long-term success in this fast-paced environment.

Technical Skills Competency (TSC):

• Learning and Development

Proficiency:

Level 3

Coaching and Inspiring High-Performing Teams

Region: Singapore

Coaching is not a side project – it is how leaders lift performance every day. This module explores how leaders in financial services can use coaching to build capability, accountability and engagement within a compliant, performance-driven culture. It examines the differences between coaching, mentoring and performance management, showing how these approaches work in practice through realistic workplace scenarios. Using recognised frameworks such as GROW and CLEAR, this module demonstrates how structured coaching conversations help team members think, decide and act with confidence.

It also explores how experiential learning, through simulations and scenario-based practice, sharpens judgement under pressure and strengthens collaboration and self-awareness. This module helps to develop questioning, feedback and everyday coaching habits that enable confident leadership to build and sustain high performance.

Duration: 60 minutes

Communicating with Impact: Tactics for Team Influence

Region: Singapore

Communicating effectively is one of the most important skills for people managers in financial services.

This module explores how empathy, persuasive techniques and positive communication build trust and influence across diverse stakeholders.

Learners will become skilled at how to adapt the message depending on whether they are influencing upwards, sideways or downwards; how to use verbal and non-verbal channels effectively; and how to motivate colleagues towards shared goals through constructive communication and negotiation.

Duration: 30 minutes

Developing Your Personal Brand and Acquiring Future-Ready Skills

Region: Singapore

Recent shifts in the financial services industry highlight the growing importance of personal branding and future-ready skills for financial practitioners.

As digital platforms become central to client engagement, maintaining a strong online presence and consistently upskilling are crucial for standing out in a competitive market.

Technical Skills Competency (TSC):

• Learning and Development

Proficiency:

Level 4

Effective Conflict Management Skills for Leaders

Region: Singapore

Conflict is an inevitable part of organisational life. Misunderstandings or perceptions of unfairness can quickly escalate into larger disputes that affect team morale, productivity and customer trust. While it is often viewed as a negative, conflict that is well-handled can become a driver of growth, collaboration and innovation. This module explores the causes of workplace conflict, the stages through which it progresses, and practical strategies leaders can use to navigate disputes constructively. It also examines the role of fairness, ethical responsibility and personality styles in shaping strategies to resolve conflict.

Leaders can develop skills that support a deeper awareness of the principles of conflict management to strengthen team relationships, make informed leadership decisions, and promote a culture of trust and equity. Doing this can turn potential disharmony into an opportunity for positive organisational change. By building confidence in applying these skills, professionals are better equipped to turn conflict into a catalyst for growth and resilience.

Duration: 45 minutes

Emotional Intelligence for Leaders: Core Skills for Influence

Region: Singapore

In financial services, leaders manage teams with varied levels of experience and diverse backgrounds. This requires a nuanced approach to foster productivity, engagement and loyalty. Emotional intelligence (EI) equips leaders to adapt to these differences and inspire their teams to achieve continued excellence. EI enables leaders to recognise and adapt to individual differences—reading situations accurately, managing their own reactions and responding with intent.

By understanding and guiding emotions in themselves and others, leaders build trust, collaboration and performance across their teams. This module provides practical strategies to handle diverse team dynamics and support practitioners from early-career through to high-performing and emerging leaders.

Duration: 60 minutes

Giving Feedback and Managing Performance Conversations

Region: Singapore

Conversations about feedback and performance are powerful tools that leaders can use to shape workplace culture and drive success. Done well, they foster growth, engagement and resilience. Done poorly, they can damage morale, productivity and trust.

This module equips learners with the skills to deliver feedback that is meaningful, balanced and constructive, ensuring that even difficult conversations become opportunities for development.

By drawing on research into leadership, emotional intelligence and workplace behaviours, learners will gain practical techniques to manage underperformance, nurture talent, and inspire lasting positive change in their teams.

Duration: 60 minutes

Green Insurance in Singapore: Sustainable protection for a greener future

This module explores the evolution of green insurance, the societal and financial drivers behind its adoption, and the main product types currently available in Singapore. It helps financial planners to consider how green insurance can be a practical tool for managing climate-related financial risks and delivering values-aligned client outcomes.

Technical Skills Competency (TSC):

Sustainable Insurance and Re-Insurance Solutions and Applications

Proficiency:

Level 3

HNW Market Lead Generation for Financial Planners & Advisers

Region: Singapore

Lead generation in the high-net-worth (HNW) market is essential for financial advisers in Singapore because it offers access to clients with significant financial assets and complex insurance needs. HNW individuals often require bespoke insurance products that go beyond the typical offerings, such as large life insurance policies, estate planning solutions and wealth preservation strategies.

These clients represent significant revenue potential due to the size of their premiums and the long-term nature of their portfolio.

Technical Skills Competency (TSC):

• Client Investment Suitability
• Product Advisory
• Personal Finance Advisory

Proficiency:

Level 3

Leading with Ethics: Creating a Culture of Integrity

Region: Singapore

In today’s financial services industry, ethical leadership is not optional; it is essential to building trust, ensuring stability, and creating long-term value. Legal and regulatory frameworks work alongside voluntary standards to shape responsible practice. However, leaders cannot simply rest on regulations or codes of practice to provide the answers. Through structured decision-making models, leaders can develop practical approaches to resolving ethical dilemmas. Actionable strategies include fostering integrity within teams, promoting transparency, overcoming bias, and establishing accountability mechanisms. By embracing these principles, leaders can move beyond compliance to create cultures of fairness, trust, and responsibility that benefit employees, customers, and the wider community.

Ethical responsibility is not just limited to internal teams, it also extends to corporate social responsibility, sustainability, and financial inclusion. Leaders must embed ethical, social, and environmental considerations into everyday practice.

Duration: 60 minutes

Performance Power-Up: Goal Setting and Personal Development Plans

Region: Singapore

In today’s fast-paced financial services industry, setting clear goals and creating personal development plans (PDPs) are essential for maintaining high performance and achieving career success. Effective goal setting enhances motivation and provides a roadmap for personal and professional growth.

Personal development plans allow financial practitioners to systematically assess their strengths, identify areas for improvement and align their objectives with long-term career aspirations.

Technical Skills Competency (TSC):

• Learning and Development

Proficiency:

Level 4

Running Effective Meetings as a Leader

Region: Singapore

Meetings are a constant feature of professional life, particularly in financial services where collaboration, compliance, and client service all demand regular discussion. This module follows Ms Huang’s journey as a new leader learning to run effective meetings. At first, she experiences the frustration of wasted time and unclear outcomes. From there, she begins to apply practical techniques such as setting clear agendas and right-sizing discussions. Finally, she develops the facilitation skills to balance voices, build trust and ensure meetings lead to real progress.

Duration: 45 minutes

Succession Planning for Businesses

Region: Singapore

In Singapore, succession planning is particularly important due to its dynamic economy, aging population, and the growing trend for family-owned businesses to pass leadership on to the next generation. Many business owner’s passion is to crack the code behind the proverbial curse that wealth does not last beyond three generations.

Effective succession planning is an ongoing process that requires foresight, planning and attention to legal, financial and family dynamics.

Technical Skills Competency (TSC):

• Client Investment Suitability
• Product Advisory
• Personal Finance Advisory

Proficiency:

Level 3

Tailoring Wealth Management: A comprehensive and structured approach

Region: Singapore

Tailored wealth management with trust solutions in Singapore are highly regarded, especially given the country’s robust regulatory framework, favourable tax policies and reputation as the premier financial hub in Asia.

Singapore’s trust solutions, when integrated with wealth management, provide affluent individuals and families with a holistic approach to asset preservation, legacy planning and cross-generational wealth transfer.

Technical Skills Competency (TSC)

• Account management

Proficiency:

Level 3

Tailoring Wealth Management: The right investment choice

Region: Singapore

In Singapore, assessing an investment’s suitability for a client is a regulated and comprehensive process. It involves evaluating a client’s financial profile, objectives and risk tolerance to ensure that any recommended investment aligns with their unique needs and circumstances.

Technical Skills Competency (TSC):

• Client Investment Suitability

Proficiency:

Level 3

Talent Acquisition Mastery: Recruitment and Selection Strategies

Region: Singapore

This module explores how contemporary human resource management (HRM) has evolved beyond traditional personnel functions to become a strategic driver of organisational success. It examines the specialist field of talent acquisition, highlighting how effective recruitment and selection processes contribute to building high-performing teams aligned with organisational values and culture. This module also examines the seven-step selection process, providing practical guidance on attracting, assessing and onboarding the right candidates. Real-world examples and policy references illustrate best practice, while reflective activities encourage HR professionals to evaluate their own development pathways.

Learners will gain insight into the strategic, operational and ethical dimensions of HRM, including the importance of understanding organisational culture, designing evidence-based selection systems, and adapting to emerging international trends such as AI-driven recruitment and flexible work models. Ultimately, this module reinforces that talent acquisition is not just about hiring, but about creating long-term organisational value through ethical practice, data-informed decision-making and continuous professional growth.

Duration: 60 minutes

The Qualities of Great Leadership

Region: Singapore

In financial services, leadership is under constant pressure. Markets shift overnight, regulators raise the bar, and customer expectations grow more complex each year. Technical expertise is assumed — what sets leaders apart is their ability to inspire people and steer organisations with integrity.

This module examines the qualities that define great leaders in financial services. Through research, real-world case studies and practical tools, it highlights how motivation, culture, trust, and continuous growth equip leaders to thrive in a demanding, high-stakes environment.

Duration: 60 minutes

Understanding Mental Health and Navigating Personal Well-being

Region: Singapore

In the fast-paced and high-pressure environments in the workplace, particularly in financial services, maintaining mental wellbeing is vital to ensuring sustained performance, resilience and overall quality of life. Mental health is not static.

It exists on a continuum, with individuals shifting between states of thriving and languishing depending on external and internal factors.

Technical Skills Competency (TSC):

• Learning and Development

Proficiency:

Level 4

Youthful Finance: Acquiring Millennial and Gen Z Customers

Region: Singapore

Acquiring Millennials and Gen Zs as financial planning clients offers financial advisers a unique opportunity to expand their customer base by aligning strategies with these generations’ values, preferences and digital behaviours. Both groups are highly engaged online, value financial literacy and seek authenticity in brand relationships.

By understanding these customer segments and tailoring acquisition programs to them, advisers can generate insights that drive targeted outreach and lead conversion.

Technical Skills Competency (TSC):

• Customer Acquisition Management

Proficiency:

Level 3

Youthful Finance: Engaging and Growing Millennial and Gen Z Customers for Financial Planning

Region: Singapore

Millennials and Gen Z are reshaping the way financial advisers engage with clients, demanding more than traditional approaches. These digital-first generations value meaningful interactions, personalised financial guidance and alignment with their ethical principles.

For financial advisers, the challenge goes beyond acquiring these clients – it is about building trust, fostering engagement and creating opportunities for long-term growth.

Technical Skills Competency (TSC):

• Customer Experience Management

Proficiency:

Level 3