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This seminar will cover many aspects of consideration include the Importance of Will Writing, Legal Aspect of Will Writing, Process of Estate Settlement, etc. The speaker, Mr. Stephen Chew has 20 years industry experience in accounting, insurance, Will writing and other related fields. Interested parties please call Alex Teo at 6597 8328 or email to alexteo@summitplanners.com.
Venue: Robinson Centre #15-01 (Room 1 & 2)
Time: 6.30pm - 7.30pm
Date: 26 July 2010 (Monday)
Read more...
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Employees of Summit Planners recently participated in a charity event to help out needy residents in Boon Lay. Together with MediaCorp artistes, BMW forum and students from RJC, they helped distribute food to these residents and mixed around with them for the day.
Read more...
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This seminar educates business owners and those who have intention to start a business on the "Do" and "Don'ts" as well as "what" and "how" when dealing with business incorporation. The speaker, Mr.Stephen Chew is renowned lecturer and co-author of many business textbooks. He also has 20 years industry experience in accounting, insurance and other related fields. Interested parties please call Alex Teo at 6597 8328 or email to alexteo@summitplanners.com.
Venue: Robinson Centre #15-01 (Room 1 & 2)
Time: 6.30pm - 7.30pm
Date: 23 July 2010 (Friday)
Read more...
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Establish in 2007, Summit Planners Academy Pte Ltd (SPA) is a wholly-owned subsidiary of Summit Planners Investment Holdings Pte Ltd, a one-stop integrated financial services provider.
The sole purpose of Summit Planners Academy is to raise the professional standard of the financial services industry in Singapore and across Asia by providing excellent training services to financial services professionals.
To date, Summit Planners Academy has trained over 30,000 financial services professionals in Singapore and other countires which include: Malaysia, Sri Lanka, Vietnam, Brunei and Taiwan. It will be expanding its training operations to China and India in the near future.
Brief introduction of courses available
Learning Objectives:
By the end of this program, Financial Advisors will be able to:
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Explain how a financial statement is prepared
-
Know how to read a financial statement
-
Use financial statement as a sales idea/ tool to sell Corporate Insurance
Course Outline:
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Introduction to Financial Statement
-
The different segments in a Financial Statement
-
The purpose of each segment
-
Reading and Understanding the Financial Statement
-
Interpretation of the Financial Statement
-
Memorandum and Articles of Association
LIA CPD Hour: 6 hours (50% Knowledge, 50% Skills)
Top
Learning Objectives:
By the end of this program, Financial Advisors will be able to:
-
Explain how a financial statement is prepared
-
Know how to read a financial statement
-
Use financial statement as a sales idea/ tool to sell Corporate Insurance
-
Identify the types of corporate risk that can be extracted from a financial statement
-
Design and develop total solutions for thier clients with regrads to financial planning and business insruance
Course Outline:
-
Introduction to Financial Statement
-
The different segments in a Financial Statement
-
The purpose of each segment
-
Reading and Understanding the Financial Statement
-
Interpretation of the Financial Statement
-
Memorandum and Articles of Association
-
Types of Corporate Risks
-
Corporate Insurance opportunities from Financial Statement
-
Identifying potential prospects
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Prospecting track
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Practical case study on how to sell insurance through financial statement
-
Compliance and administration requirement
LIA CPD Hour: 12 hours (50% Knowledge, 50% Skills)
Top
Learning Objectives:
By the end of this program, Financial Advisors will be able to:
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Explain the importance and benefits of writing a Will
-
Describe the process of estate settlement
-
Know how to use Will to speed up the settlement process
-
Design the contents of the Will
Course Outline:
-
Introduction to Will Writing
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The estate planning process
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The benefits of Will Writing
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Intestate Succession Act
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Formalities of Will
-
The types of appointment in the Will
-
The persons to be included in the Will
-
Needs of Beneficiaries Vs Estate of deceased
-
The various methods of distribution
-
Testamentary Trust
-
Law relevant to estate planning
-
Will Writing Fact Finder
LIA CPD Hour: 6 hours (50% Knowledge, 50% Skills)
Top
Learning Objectives:
By the end of this program, Financial Advisors will be able to:
-
Explain the importance and benefits of Will Writing
-
Describe the process of estate settlement
-
Use Will to speed up the settlement process
-
Design the contents of the Will
-
Design total financial planning and business insurance solutions for thier clients using Will Writing
Course Outline:
-
Introduction to Will Writing
-
The estate planning process
-
The benefits of Will Writing
-
Intestate Succession Act
-
Formalities of Will
-
The types of appointment in the Will
-
The persons to be included in the Will
-
Needs of Beneficiaries Vs Estate of deceased
-
The various methods of distribution
-
Testamentary Trust
-
Law relevant to estate planning
-
Will Writing Fact Finder
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Presentation to individual on Will Writing
-
Practical case study on a high net worth individual using insurance to meet the Needs of beneficiaries
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Identifying potential prospects
-
Prospecting tracks
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Handling objection
-
Compliance and administration requirement
LIA CPD Hour: 12 hours (50% Knowledge, 50% Skills)
Top
Learning Objectives:
By the end of this program, Financial Advisors will be able to:
-
State the purpose and benefits of estate planning
-
Describe the process of estate settlement
-
State the 5 Needs of estate planning
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Explain how to use insurance to meet the 5 Needs of estate planning
Course Outline:
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Introduction to objective of Estate Planning
-
The benefits of estate planning
-
The pitfalls of estate planning
-
The estate planning process
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The 5 needs of estate planning
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Law relevant to estate planning
-
Will and Trust aspect of estate planning
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Estate Planner Fact Finder
LIA CPD Hour: 6 hours (50% Knowledge, 50% Skills)
Top
Learning Objectives:
By the end of this program, Financial Advisors will be able to:
-
State the benefits of estate planning
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Conduct a fact find interview for estate planning purpose
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Analyze the estate of a prospect
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Make recommendations to meet the obejctives of their clients
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Describe the law relating to estate planning
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Compute estate duties payable and
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Use life insurance as a solution for estate planning
Course Outline:
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Introduction to Estate Planning and the various objectives of the client
-
Legislations governing Estates
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Tools of Estate Planning
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Wills and Trust considerations and planning
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Succession Laws and Rules/ Regulations
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Detailed Estate Duties computations
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Case Studies on Estate Duties Computation
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Case Studies on estate Duties Calculation - S73
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Computation of ideal Sum Assured to preserve value of estate
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Process of Estate Planning
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Estate Planner Fact Finder
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Case Studies and Recommendations
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Identifying Potential Prospect
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Prospceting Track
-
Sales Presentation Kit
LIA CPD Hour: 12 hours (50% Knowledge, 50% Skills)
Top
Learning Objectives:
By the end of this program, Financial Advisors will be able to:
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Describe various types of real estate ownership and its implication
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Explain the various solutions available to meet the needs of real estate owners
-
Design total solutions for their clients with regards to financial planning and business insurance
Course Outline:
-
Introduction to real estate purchase in Singapore
-
The different types of ownership and its implication
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The difference between residence and commercial property
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The advantage of using Company to purchase the property
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GST implication on commercial property
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Design solution using insurance to meet the needs of the owner/ owners
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Cost involves in real estate purchase and sale
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Steps of real estate purchase and sale
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Financing of real estate purchase
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Investment of the proceeds from real estate sale
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Law relevant to real estate
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Real Estate Fact Finder
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Presentation to individual on Real Estate
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Pratical case study on purchase of commercial property by 2 business partners
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Identifying potential prospects
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Prospecting tracks
-
Handling objection
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Compliance and administration requirement
LIA CPD Hour: 6 hours (50% Knowledge, 50% Skills)
Top
Learning Objectives:
By the end of this program, Financial Advisors will be able to:
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Explain the tax components for individuals, sole proprietors, business partners and companies
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Identify prospecting ideas through Income Tax Law
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Use income tax as sales ideas in the selling process
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Use their knowledge on tax for business insurance planning
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Provide their clients with total solutions with regards to financial planning and business insurance
Course Outline:
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Introduction to Singapore Income Tax
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Scope of Singapore Income Tax
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What are the income chargeable to tax
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Deductiblility of expenses
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Wear & tear allowances
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Personal relief
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Taxation of individuals, Sole Proprietorship and Partners
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Taxation of Companies
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Section 44 statement
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Tax Planning Tools
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Tax Planning Case Studies
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Recent changes in Singapore Income Tax
LIA CPD Hour: 12 hours (50% Knowledge, 50% Skills)
Top
Learning Objectives:
By the end of this program, Financial Advisors will be able to:
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Explain core concepts for keyman insurance
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Present the benefits of Keyman insurance to their clients
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Use keyman insurance concepts to generate prospectng ideas
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Design total solutions for business owners with regards to financials planning and business insurance
Course Outline:
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The concepts of Keyman, the purpose and benefit of identifying the keyman
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Common arrangements for Keyman practiced by businesses in Singapore which include the use of stock options and insurance benefits
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Common risks such as impact on profit and cashflow, which companies may face when using various forms of Keyman incentives
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Using insurance to mitigate risks such as lost of profits and cashflow problem
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Income tax and other advantages of providing Keyman Insurance versus other benefit such as stock options
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Keyman Insurance - A Practical Case Study
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Identifying potential prospects
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Keyman Fact Finder
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Handling objections
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Making a presentation on Keyman insurance
LIA CPD Hour: 12 hours (50% Knowledge, 50% Skills)
Top
Learning Objectives:
By the end of this program, Financial Advisors will be able to:
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Define business succession
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State the risks involved and solutions available to mitigate these risks
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Identify prospecting ideas through various risks identified in Business Succession
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Sell insurance to mitigate risks in Business Succession including arranging for Buy-Sell agreement
Course Outline:
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Introduction to business succession
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Common structures of business setup in Singapore
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Common risks faced by businesses in succession planning and the common practices by businesses and companies in Singapore
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Steps in business succession planning for different business setup in Singapore
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Valuation of business for business succession
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Concept of minority discount
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Policy arrangement
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Income tax implication for the different ways of policy arrangement and financing
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Introduction to Buy-Sell agreement and the benefits of planning for succession through Buy-Sell agreement
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Sample of Buy-Sell agreement
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Using insurance as funding for the Buy-Sell agreement
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Business Succession Planning Fact Finder
LIA CPD Hour: 6 hours (50% Knowledge, 50% Skills)
Top
Learning Objectives:
By the end of this program, Financial Advisors will be able to:
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Define business succession
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State the risks involved and solutions available to mitigate these risks
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Identify prospecting ideas through various risks identified in Business Succession
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Sell insurance to mitigate risks in Business Succession including arranging for Buy-Sell agreement
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Design total solutions for their clients with regards to financial planning and business insurance
Course Outline:
-
Introduction to business succession
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Common structures of business setup in Singapore
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Common risks faced by businesses in succession planning and the common practices by businesses and companies in Singapore
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Steps in business succession planning for different business setup in Singapore
-
Valuation of business for business succession
-
Concept of minority discount
-
Policy arrangement
-
Income tax implication for the different policy arrangement and financing
-
Introduction to Buy-Sell agreement and its benefits for succession planning
-
Sample of Buy-Sell agreement
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Funding the Buy-Sell agreement
-
Business Succession Planning Fact Finder
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Making a presentation on business succession planning to business owners
-
Case study: Preparing a Business Succession Plan using Buy-Sell Agreement
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Identifying potential prospects and approaching them (prospecting track)
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Handling objections
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Compliance and administration requirement
LIA CPD Hour: 12 hours (50% Knowledge, 50% Skills)
Top
Learning Objectives:
By the end of this program, Financial Advisors will be able to:
Course Outline:
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Introduction to buy and sell agreement - content and uses
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Different types of common business structures
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Possible solutions for sole proprietorship
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Possible solutions for partnership
-
Possible solutions for company
-
Different policy agreements and funding methods
-
The income tax implication of the different types of arrangements
-
Practical case study on sole proprietorship and the design of the contents of buy and sell agreement
LIA CPD Hour: 6 hours (50% Knowledge, 50% Skills)
Top
Learning Objectives:
By the end of this program, Financial Advisors will be able to:
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Explain how buy and sell agreement can be used for business succesion planning
-
Design the contents of buy and sell agreement for different types of solution
-
Provide clients with total solutions with regards to financial planning and business insurance
Course Outline:
-
Introduction to buy and sell agreement - content and uses
-
Different types of common business structure
-
Possible solutions for sole proprietorship
-
Possible solutions for partnership
-
Possible solutions for company
-
Different policy agreements and funding methods
-
The income tax implication of the different types of arrangement
-
Practical case study on sole proprietorship and the design of the contents of buy and sell agreement
-
Pratical case study on company and the design of the contents of buy and sell agreement for different solutions for company
-
Buy and sell agreement fact finders
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Compliance and administration requirement
LIA CPD Hour: 12 hours (50% Knowledge, 50% Skills)
Top
Learning Objectives:
By the end of this program, Financial Advisors will be able to:
-
Describe the different forms of business set-ups in Singapore
-
State the pro and cons of each type of business set-up
-
Advise their clients on of the advantages of incorporation
-
Sell insurance to an incorporated company
-
Explain the tax impact of running a business using an incorporated company
Course Outline:
-
Introduction to the different forms of business set-ups in Singapore
-
Business risks that sole proprietors, partners in partnership and directors in incorporated companies have to deal with
-
Benefits of operating business using a company
-
Steps to incorporate a company and the statutory requirements of company
-
Insurance that can be sold to an incorporated companies that cannot be sold to sole proprietors and partnerships
-
Taxation of companies
-
Taxation of directors and shareholders of companies
-
Practical case study on incorporation of a company
-
Incorporation Fact Finder
LIA CPD Hour: 6 hours (50% Knowledge, 50% Skills)
Top
Learning Objectives:
By the end of this program, Financial Advisors will be able to:
-
Describe the different forms of business set-ups in Singapore
-
State the pro and cons of each type of business set-up
-
Advise their clients on of the advantages of incorporation and how to sell insurance to an incorporated company
-
Explain the tax impact of running a business using an incorporated company
-
Design total solutions for thier clients with regards to financial planning and business insurance
Course Outline:
-
Introduction to the different forms of business set-ups in Singapore
-
Business risks that sole proprietors, partners in partnership and directors in incorporated companies have to deal with
-
Benefits of operating business using a company
-
Steps to incorporate a company and the statutory requirements of a company
-
Insurance that can be sold to an incorporated companies that cannot be sold to sole proprietors and partnerships
-
Taxation of companies
-
Taxation of directors and shareholders of companies
-
Practical case study on incorporation of a company
-
Incorporation Fact Finder
-
Presentation of incorporation to business owners
-
Identifying potential prospects
-
Prospecting track
-
Handling objections
-
Compliance and administration requirement
LIA CPD Hour: 12 hours (50% Knowledge, 50% Skills)
Top
Learning Objectives:
By the end of this program, Financial Advisors will be able to:
-
State other insurance markets available besides individual life insurance
-
State the opportunities available for Corporate Insurance
-
Explain common corporate risks encountered by corporations and the use of insurance to mitigate these risks
-
Conduct a presentation to business owners on the 4 Needs of business owners
-
Design total solutions for their clients woth regards to financial planning and business insruance
Course Outline:
-
Intoduction to corporate risk management
-
Critical success factors of business
-
Common business problems faced by business owners
-
Types of risk
-
How corporation handle risks
-
The 4 needs of business owners
-
Corporate risk management fact finder
-
Presentation of the 4 needs to business owners
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Practical case study on the relevant of corporate risks to financial advisors
-
Sales cycle of the 4 Needs
-
Identifying potential prospects
-
Prospecting track
-
Handling Objections
-
Compliance and administration requirement
LIA CPD Hour: 12 hours (50% Knowledge, 50% Skills)
Top
Learning Objectives:
By the end of this program, Financial Advisors will be able to:
-
Define corporate retirement planning
-
State the risks involved pertaining to corporate retirement planning
-
Describe the insurance solutions available to mitigate these risks
-
Generate prospecting ideas through various risks identified in corporate retirement plan arrangements
-
Plan a sales strategy to sell insruance to mitigate Retirement Gratuity risks
-
Design total solutions for thier clients with regards to financial planning and business insurance
Course Outline:
-
Introduction to Corporate retirement Plan - Purpose and Benefits
-
Common arrangements of Corporate Retirement Plan being practiced by businesses and companies in Singapore
-
Common risks companies may face in providing retirement gratuity to employees including the impact on profits and cash flow
-
Risks which employees may face should their companies not plan in advance for the payment of such Retirement Plan
-
Insurance solutions available to help companies with their provision of Retirement Plan
-
Income tax impact of providing Corporate Retirement Plan under different scenarios
-
Corporate Retirement Plan Fact Finder
-
Presentation to business owners on Corporated Retirement Planning
-
Identifying potential prospects
-
Prospecting track
-
Practical case study on a company using insurance as a solution in the provision of Corporate Retirement Plan
-
Handling Objections
-
Compliance and administration requirement
LIA CPD Hour: 6 hours (50% Knowledge, 50% Skills)
Top
Learning Objectives:
By the end of this program, Financial Advisors will be able to:
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Explain Corporate Credit Protection Planning
-
Generate prospecting ideas through various risks identified in Corporate Credit Protection
-
Develop a sales strategy to sell insurance to mitigate the credit risks
-
Design total solutions for thier clients with regards to financial planning business insurance
Course Outline:
-
Introduction to the different types of credit facilities available to business
-
Understanding the common practice of financial institution when providing credit facilities
-
Implications of the common practice on the business owners and their families
-
Risks mitigation solutions for companies and business owners
-
Different arrangements, funding methods and implications on the insurance proceeds
-
Income tax impact under different arrangements and funding methods
-
Compliance and administration requirement
-
Corporate Credit Protection Plan Fact Finder
-
Presentation to business owners on Corporated Retirement Planning
-
Identifying potential prospects
-
Prospecting tracks
-
Practical case study on a company using insurance as a solution in the provision of Corporate Credit
-
Handling Objections
LIA CPD Hour: 6 hours (50% Knowledge, 50% Skills)
Top
Learning Objectives:
By the end of the seminar, financial advisors would have acquired the essential skills and knowledge to sell insurance to business owners.
Seminar Outline:
- Introduction to Corporate Risk Management from Insurance Perspective
- Keyman Insurance & Contractual Retirement Gratuity
- Credit protection Insurance
- Financial Statements Relevant to Financial Consultants
LIA CPD Hour: 12 hours (100% Knowledge)
Top
Learning Objectives:
By the end of this workshop, Financial Advisors would have acquired the essential skills and knowledge to:
Course Outline:
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Day 1
-Corporate Risk Management
-Concern of Business Owners
-Risk faced by Business Owners
-Common Solution to handle risk of business owners
-4 types of Business Insurance
-Case Study - Corporate Risk Management
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Day 2
-Process of Estate Planning
-Design on Estate Plan
-Case Study on Estate Planning
-Presentation on Day 1 case study
-Case Study - Estate Planning
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Day 3
-How to structure real estate investment in Singapore
-How to sell insurance through Will Writing
-How to use Banking approach to sell Insurance
-Presentation on Day 2 case study
-Case study - Real estate, Will Writing and Banking
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Day 4
-Investment Agreement
-Shareholder Agreement
-Buy & Sell Agreement
-Presentation of case study on Day 3 case study
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Four Half day Follow-up Training (Local):
-1st Follow up Training (Half Day): Selling Insurance through Incorporation
-2nd Follow up Training (Half Day): Selling Insurance through Estate Planning
-3rd Follow up Training (Half Day): Selling Insurance through Will Writing
-4th Follow up Training (Half Day): Selling Insurance through Banking and Finance
LIA CPD Hour: 22+12=34 hours (50% Knowledge, 50% Skills)
Top
Learning Objectives:
By the end of the program, Financial Advisors will have a better understanding of Budget 2009 and hence be able to help their clients benefit from the Budget.
Course Outline:
-
Overview of Budget 2009
-
Implications for:
~Financial planners
~Different levels of income earners
~Families
~Small & medium enterprises
~Large corporations
-
How financial planners can help their clients benefit from budget 2009
-
Insurance Opportunites for financial planners
-
Sales ideas for financial planners
LIA CPD Hour: 4 hours (100% Knowledge)
Top
Learning Objectives:
By the end of the program, Financial Advisors will be able to:
-
Execute the whole personal financial review process professionally
-
Explain the benefits of the various financial products mix and configuration
-
Design solutions to help their clients achieve their financial goals
Course Outline:
This program consists of 6 modules:
Module 1: Opening Sales Process before Transiting to Full Personal Financial Review
Module 2: Products appreciation, analysis and comparative difference
Module 3: Products Packaging and Needs Matching Process (Life products series)
Module 4: Products Packaging and Needs Matching Process (A&H products series)
Module 5: Risk Investing and the Investment Planning Process
Module 6: Retirement Planning and the Planning Process
LIA CPD Hour: 24 CPD hours (100% Knowledge) per module
Top
Learning Objectives:
By the end of this program, new sales managers would have acquired the core skills:
-
Plan and set goals for their sales teams
-
Recruit and select the right kind of financial advisors
-
Train and develop their financial advisors
-
Manage sales performance
Course Outline:
-
Module 1: Planning & Goal Setting
-Begin with the end in mind - Mission & Goals
-Management by objective
-Setting SMART goals
-The DOME model for business planning
-Activities that make the difference
-Action planning
-
Module 2: Recruit & Select
-The recruitment & selection process
-Setting recruitment goals
-Recruitment activities that make the difference
-Qualities of a successful sales person
-Interview and selection
-Inducting new sales people into your team
-
Module 3: Training & Development
-Core competence of a sales person
-Training to develop good habits: Rule 21
-The PESOS Model
-Conducting small group training
-identifying strengths and developing them
-
Module 4: Performance Management
-Key factors that influence peformance
-The coaching analysis chart
-Managing sales meeting
-Coaching for performance
-Positive critique format
LIA CPD Hour: 18 hours (50% Knowledge, 50% Skills)
Top
Learning Objectives:
By the end of the program, managers will be able to apply basic coaching principles and techniques for sales skills coaching and career coaching.
Course Outline:
-
What is Coaching:-Coaching principles
-
The manager coach
-
The coaching analysis chart
-
Basic coaching skills
-
The coaching conversation
-
Specific coaching areas:
~Sales coaching - managing one-to-one sales performance meeting
~Career coaching - uncovering potentials and realizing aspirations
LIA CPD Hour: 6 CPD hours (50% Knowledge, 50% Skills)
Top
Learning Objectives:
By the end of the program, managers will have acquired the core skills to delegate effectively so that they can do more to achieve bigger results.
Course Outline:
LIA CPD Hour: 6 CPD hours (50% Knowledge, 50% Skills)
Top
Learning Objectives:
By the end of the program, managers would have acquired the essential skills that will help them establish positive relationships with their peers and team members to achieve mutually beneficial business outcomes.
Course Outline:
-
Influencing versus Manipulation
-
Power & influencing
-
Relationship - The Foundation for positive influencing
-
Personality types and influence behaviour
-
6 steps fpr positive influencing
LIA CPD Hour: 6 CPD hours (50% Knowledge, 50% Skills)
Top
Learning Objectives:
By the end of the program, managers would have acquired the essential skills to build and manage high peformance teams that will contribute positively to the growth of their organisations.
Course Outline:
-
Group versus Team
-
Team effectiveness model
-
Role of a Team Leader
-
Team - Stages of Development & Challenges
-
Understanding different personality types in a team
-
Team Problem Solving Model
-
Team Conflict Management Model
LIA CPD Hour: 6 CPD hours (50% Knowledge, 50% Skills)
Top
Learning Objectives:
By the end of the program, Financial Advisors/ Managers would have acquired the necessary skills that allow them to develop and deliver powerful presentations that will achieve positive responses from their audiences.
Course Outline:
-
Effective communication - the key to impactful presentation
-
Crafting the message
-
How to begin and end a presentation
-
How to carry it through using the quality of your voice
-
Do's & Don'ts when giving a presentation
-
Tips on using presentation aids
-
Handling difficult questions
-
Handling challenging situations
LIA CPD Hour: 6 CPD hours (50% Knowledge, 50% Skills)
Top
Learning Objectives:
-
To develop a positive attitude towards people and situations for better results.
-
To raise the current level of customer service to one that exceeds the expectations of customers of today
-
To create a synergistic environment at the workplace
Course Outline:
Top
Learning Objectives:
-
To provide knowledge of the process, tools and concepts of financial planning.
-
To develop in candidates the ability to use a systematic approach to insurance planning and retirement planning.
-
To provide knowledge of the various types of estate planning tools such as wills, trusts, powers of attorney and life insurance.
-
To develop in candidates the ability to discuss the major types of investments and their risk profiles.
-
To provide insights on the importance of planning for business succession and develop in candidates the ability to tailor-make solutions to clients who wish to transfer their business to the next generations.
-
To equip candidates with wealth management strategies that will help them to better manage their clients' risks and assets.
-
To develop in candidates the ability to design, construct and present a financial plan, and make recommendations to clients.
Course Outline:
The Chartered Financial Consultant program consists of 8 modules:
-
ChFC01: Fundamentals of Financial Planning and Investments
-
ChFC02: Risk management, Insurance and Retirement Planning
-
ChFC03: Tax, Estate Planning and Legal Aspects of Financial Planning
-
ChFC04: Investment Planning
-
ChFC05: Plan Construction, Practice Standards and Ethics
-
ChFC06: Planning for Business Owners and Professionals
-
ChFC07: Wealth Management and Financial Planning
-
ChFC08: Financial Planning Applications
LIA CPD Hour:
Module 1-5: 20 CPD hr per module (18 tutorial hr + 2 exam hr) (50% Knowledge, 50% Skills)
Module 6-7: 22 CPD hr per module (18 tutorial hr + 4 exam hr) (50% Knowledge, 50% Skills)
Module 8 : 19 CPD hr (16 tutorial hr + 3 exam hr) (50% Knowledge, 50% Skills)
Top
Learning Objectives:
Course Outline:
The Chartered Life Underwriter program consists of 3 modules:
-
CLU01: Individual Life Insurance
-
CLU02: Life Insurance Law
-
CLU03: Group Benefits & Health Insurance
LIA CPD Hour:
Module 1&2: 20 CPD hr per module (18 tutorial hr + 2 exam hr) (100% Knowledge)
Module 3 : 19 CPD hr (18 tutorial hr + 2 exam hr) (50% Knowledge, 50% Skills)
Top
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