Financial Life Coaching

en English
zh-CN Chinese (Simplified)en English

3-Day Blended Learning Workshop on
"Financial Planning for HNWI & Business Owners"

Financial Planning for HNWI & Business Owners 3-Day Training cum Coaching Course for Financial Advisers

Course Synopsis

1) From targeted lead generation to securing your professional & business owner clients for life, the enhanced 3-day signature workshop on “Financial Planning for High NetWorth Individuals(HNWI) and Business Owners” is a complete, practical and experiential training course conducted in a blended learning environment and specially designed to help financial advisers overcome the biggest headache of “quality lead generation” and equip them with the knowledge, skills and techniques to engage and secure a largely neglected segment of the advisory market – the professional & business market – that offers huge potential for quality business. 

End-To-End Value-Added Coaching System

Targeted Lead Generation

LinkedinMyBiz
Linkedin CRM
Email Automation
WhatsApp Automation
Social Media Magic Manager

Digital Engagement

Money Habitudes Online
On-Demand Webinar Platform
3x DoneForYou Webinars

Power Conversion

3-Day Power-Packed Workshop
3 Power Positioning Statements
H.E.L.P Strategy-3F’s

Follow-Up Coaching

1-on-1 Coaching & Consultation + Client Engagement
Follow-Up Coaching Sessions

2. This course is also special for its end-to-end full coaching ecosystem (with lots of digital tools as bonuses) to help financial advisers:

  • A) “Go Digital, Be Digital”– Searchable, Connectable & Contactable!

    B) Be the “Distinctive, trusted Adviser”, the “ONLY ONE” ADVISER for your clients.

    1. – Linkedin My Business – Building Your Own CRM with Targeted quality lead generation (NEW);
    2. – On-line Money Profiling Card Game with Personal DashBoard– Client engagement
    3. – Personalised On-Demand Webinar Platform with DFY Client Marketing Webinars;

3) Above all, this 3-Day workshop is unique for its coaching content to empower participants to apply what they have learnt with the 1-on-1 Complimentary Zoom Field Coaching & Client Engagement (for the 1st Business Client) and follow-up coaching clinics.

Course Outline

Day 1: (Zoom Virtual Classroom cum E-Learning with “Live” Videos)

Part A : Making the Business Client Connection

1) The Changing Wealth Management Landscape – Potential & Profile of the Affluent and HNW market
2) The Distinctive, Trusted Adviser – 3 very loaded words – How do you see yourself? Discovering who you want to be?
3) Acquiring, Securing & Keeping Your Clients for Life
  • a. Your Power Positioning Statements – 3 Approaches for the distinctive trusted adviser
  • b. The vital door-opener to a Full Fact-Find
  • c. Keeping & Retaining Your Affluent And HNW Clients – Five Drivers Of Five-Star Service
4) Understanding the Business Market
  • a. Understanding the business market and the businessman
  • b. The Typical Profile of the businessman – What’s on their hearts and minds?
  • c. Appreciating the small medium enterprise market (SMEs) and the business opportunities
  • d. Types of business structures– benefits and tax implications
5) Breaking into the Business Market
  • a. Speaking the language of the business market : Risk
  • b. The changing risk landscape and the types of business risks
  • c. Understanding Financing Structures & Collaterals
  • d. Business avenues and business networking opportunities
  • e. LinkedinMyBusiness – The best professional platform to generate quality targeted leads
  • f. Effective door-openers to the business market

Day 2: (Virtual Classroom cum E-Learning with “Live” Videos )

Part B : Estate Planning & Trust Made Simple

1) The Laws relating to Estate Planning
  • a. The Costs of not Planning Your Estate – Estate Planning Made Simple
  • b. The Use of Wills as a tool in Estate Planning-Considerations for Planning Your Will
  • c. Common Pitfalls to avoid in Planning Your Will
2) Trusts & Estate Planning
  • a. Types of Trusts
  • b. The Use of Trusts as a tool in Estate Planning
  • c. Considerations for structuring a Trust
3) The Process of Estate Planning – The Dollars & Sense
  • a. The 3 stages of Estate Planning
  • b. Value of Networth vs Net Estate
  • c. The Unique Role of Life Insurance in Estate Planning
  • d. From the “Fact-Find” to the “Report” and the “Execution” –Step by step process with sample reports
4) Case Studies & Exercises with sample answers

Day 3: (Virtual Classroom cum E-Learning with “Live” Videos)

Part C : Financial Planning for Business Owners

1) Interpreting Financial Statements – Made Simple
  • a. Key Information for Planning
  • b. Understanding business cash-flow cycles and working capital
  • c. Understanding cash-flow statements – the 3 types of cash-flows
  • d. Cash-flow is king – case studies
2. Beyond the Balance Sheet – Moving from the Quantitative to the Qualitative
  • a. Questions financial advisors should ask
  • b. The hidden killers
  • c. Key-man cover vs risk management cover
  • d. The unique role of life insurance in planning for business owners
  • e. Structuring and Accounting for the life insurance policy and the premiums in the books
3. Business Succession Planning
  • a. Succession planning for family and non-family businesses
  • b. Buy-sell agreement and its funding arrangements
  • c. Basic share valuation methods
4. Case Studies and Exercises with sample answers Time-line for Training Course
  • a. Pre-workshop FLC-LMS Access
  • b. Blended Training Workshop – 3 days : 9-6 pm (Combination of Zoom & Recorded Live videos in a LMS platform)
  • c. Coaching clinics & consultation – On case by case basis

Training Fees

Training Workshops

  • 3-day Workshop : $1,800 per participant

Funding for Workshop Training

MAS IBF-FTS Funding

1. The above training workshop, Financial Planning for HNWI & Business Owners – Course Code P201019IGO is listed in the IBF-FTS Directory and is eligible for the Enhanced Training Support under MAS Package for Financial and FinTech sectors w.e.f 8th April 2020 subject to the company meeting FTS eligibility criteria i.e. being based in Singapore and engaging in financial sector activities. Participants must be Singaporean or Permanent Resident(PR). The FTS co-funding is as follows:

Singaporeans age 40 & Above : 90% Funding until 30 Jun 2022

Singaporeans below 40 yrs old & PRs :

  • a. 90% Funding until 31 st Dec 2021;
  • b. 80% Funding until 30th Jun 2022.

Singaporeans and PR : Training Allowance Grant (TAG) of $10/hr up to 30 Jun 2022.

*Note:

  • a. Participants or the Sponsoring Companies only need to pay the net amount to the Training Provider.
  • b. If you are claiming TAG grant, the balance net amount must be paid in Cash.

SkillsFuture Credit Funding

1. The above training workshop is also listed in the SkillsFuture Credit Course Directory and the balance workshop fee (10%) is eligible for the SkillsFuture Credit. To file your claim, please visit www.skillsfuture.sg/Credit under “Financial Planning for HNWI & Business Owners”

Terms & Conditions

A) Payment of Course fees

1. Participants can register directly with Financial Life Coaching Pte Ltd (FLC) and pay the net amount to “Financial Life Coaching Pte Ltd” via cheque to: Financial Life Coaching Pte Ltd, 2 Leng Kee Road, #03-10, Thye Hong Centre, Singapore 159086. or PayNow to : UEN NO: 198101881G
2. For Company sponsored participants, FLC will liaise directly with the respective companies for the registration list and the payment arrangements for the net amount.
3. Your seat for the workshop will be reserved upon receipt of the registration & payment. The company reserves the right to decline any registration without giving any reasons.
4. Confirmation of the workshop is subject to a minimum group size. An e-mail confirmation will be sent to the participants at least 3 days before the date of the workshop.

5. No refund of the registration fees will be allowed for cancellation/withdrawal of registration one week before the date of the workshop save for cancellation or postponement of the workshop. Participants must set aside the 3 days to complete the workshop failing which there will be a clawback of the subsidized course fees from the participants..No refund, whether full or partial, or replacement sessions will be made for absentees during the workshop duration save for medical reasons or extenuating circumstances.

B) Personal Data Protection Act (PDPA)

By your registration whether via our registration platform or through the details furnished by your company, you consent to the collection, use and disclosure of your personal data to us and we only collect and use your personal data which is relevant and required for the purpose of submitting the claims to IBF for the training grant and informing you about future workshops, resources, courses or events that may be of interest to you as our clients.

3-Day Workshop on “Financial Planning for HNWI & Business Owners

Why they said this is “The BEST” Workshop:

John BangFA Director – Promiseland
Read More
“This is possibly the 7 related courses that I've attended throughout my 31 years in the insurance and financial industry. TG Tay’s Financial Planning for HNWI & Business Owners webinar is Par Excellence!”
Alex SeeFSM, AXA
Read More
“Based on my experience of 23 yrs in the financial services biz, this course is by far THE BEST course that I have ever attended.”
Alex ChongFSD, AIA
Read More
"The BEST training I ever had."
Joshua Kartono KangFinancial Adviser - Promiseland
Read More
"The BEST training I ever had."
Goh Ming ShanFP Manager, Tokio Marine
Read More
“THE BEST Workshop I've attended on estate planning and financial planning for business owners.”
Melvin TangEx Financial Consultant- Prudential
Read More
“Thank you for the wonderful and enriching 3 days of HNW training! This is definitely one of THE BEST and most concise courses I’ve been to!”
Tea Eng PengDirector, Financial Alliance
Read More
TG’s course is super value for money for all the additional technology tools that TG throws in to help us better prospect and engage our potential client. It is not just the technical know how, but also equip us with the questioning techniques and prospecting tools. This is the 4th time I attend TG course and each time he became better and better with more value added service plus I gain better and better clarity on Financial Planning for HNWI & Business Owners.
Jedidiah LeeFSC - Prudential
Read More
I had the great privilege to attend TG's HNWI 3 days blended learning workshop. I must say TG has put a masterclass for us financial advisers out there who is looking to level up on our skillsets. TG has brought me to a whole new world and opened my eyes to the opportunities out there. TG has made the workshop highly interactive and the exercises that he goes through is meant for us to translate to real life uses. Furthermore, TG has provided complimentary after workshop tools to get us started immediately. I would urge all financial advisers and agency leaders to enrol in this course to have a deeper understanding towards financial planning especially in the area of estate planning which is often neglected.
Fu Hao YangFinancial Adviser, Infinitum FA (2020 3-Day Blended Learning)
Read More
TG is one of the few trainers out there who can not only present with sharp clarity on the many concepts and theory, but at the same time also able to teach us to stay at the forefront to embrace technology and the digital space. He generously imparts extremely useful knowledge and precious experiences to his students, and is very passionate to see them become successful in their advisory business.
Susie Neo Sew HaIPPFA (2020 3-Day Blended Learning)
Read More
“TG is very willing to teach and share his experience. He is a master who does not hold back his "kungfu". He delivered the workshop with great passion and commitment. Good job TG!”
Lata ShamdasaniExecutive Financial Consultant, Prudential (2020 3-Day Virtual Trg)
Read More
Thank you for an excellent workshop. Appreciate the depth of your experience and your willingness to share your knowledge of useful and modern digital tools.
Mr Ho Law WeiFinancial adviser, Tokio Marine (2020 3-Day Workshop)
Read More
TG Tay is one of the most sincere and experience-rich mentor I have ever listened to!
Ms Regina OngExecutive Financial Consultant, Prudential (2019 3-Day Workshop)
Read More
I just attended TG's signature 3-Day workshop on "Financial Planning for HNWI & Biz Owners" from 2-4th Dec 2019. This workshop has helped me to (a) see from the perspectives of business owners and understand what keeps them awake at night (b) appreciate the importance in speaking in their (business owners & HNWI) language to engage them (c) have greater clarity on some of the statutes, laws and concepts which fuels my conviction in the work I do for my clients. TG executed a good balance between the technical knowledge, mindset and heart-ware needed to dive into this daunting aspect of marrying financial and estate planning.
Mr Derek LimFinancial adviser, Manulife FA (2019 3-Day Workshop)
Read More
1) Course is very enriching and content is very useful! Definitely applicable to all kinds of advisors be it new in the business or veterans. TG’s knowledge is from his life account which you wouldn’t be able to ‘Google’ it off the net. 2) Workshop is well paced and role plays really helped with the delivery. 3) TG’s knowledge is accumulated from his life experience and is very applicable in our industry. He is very willing to share and not afraid to help us. Really appreciative and awesome! 4) This workshop really concurs with what I set out to do when I join this industry, total/holistic financial planning. It is an eye opener and I believe if you do it right, it will definitely help your client.
Mr Tan Siak LimDirector, Financial Advisory Group, Financial Alliance
Read More
TG specializes in one narrow segment of financial services and he does it very well. His signature 3-day workshop for advising on business owners on financial planning is a must-attend for any consultant aspiring to move up to that space, where I consider TG an authority.
The late Ms Yona FooManager, Private Financial Services, Manulife Financial
Read More
“Good investment of my 3 days. Better than MDRT Experience. Trainer is well prepared, a lot of thinking through and putting all his experiences together – sincere and down-to-earth. Very good. Total approach and the deliberate process of building up the case. Very professional.”
Ms Angeline Chua Hong HuayExecutive Entre-Planner, Great Eastern Life
Read More
“A course that can help you close million dollars policies. Trainer Mr TG Tay has simple and resourceful presentation slide. This is the best and most relevant Business & Estate Financial Planning course that truly help us gain breakthrough and excel in our practice. "Thanks TG"
Ms Cynthia TohSenior Executive Life Planner, Great Eastern Life
Read More
“Very concise and thorough in presentation of concepts and ideas that will definitely bring the advisers to a breakthrough level in prospecting and closing the HNWI & business owners market. Highly impressed with the high quality of engagement throughout the 3 day- course. Worth every single dollar of my investment!”
Ms Peggy LeeIPPFA
Read More
“A mandate course for all committed financial planning practitioners who desire to break the glass ceiling of their practice. Technical but easy to understand, skillful but so applicable, resourceful for our practical knowledge, a genuinely-designed course content delivered via a first class multimedia presentation which I was not at all bored nor confused throughout the 3 days. I can see that the Trainer Mr TG Tay has put in much effort in preparing his course content to help us understand ourselves, gain breakthrough and excel in our practice.This is the BEST and most relevant Business & Estate Financial Planning course I have ever attended. Many thanks, TG! “
Mr Victor WongDirector Investments, Financial Alliance
Read More
“A mandate course for all committed financial planning practitioners who desire to break the glass ceiling of their practice. Technical but easy to understand, skillful but so applicable, resourceful for our practical knowledge, a genuinely-designed course content delivered via a first class multimedia presentation which I was not at all bored nor confused throughout the 3 days. I can see that the Trainer Mr TG Tay has put in much effort in preparing his course content to help us understand ourselves, gain breakthrough and excel in our practice.This is the BEST and most relevant Business & Estate Financial Planning course I have ever attended. Many thanks, TG! “
Previous
Next

Workshop Clients for 3-Day Blended Learning -Since May 2020

  • Prudential – 11 Classes
  • Manulife Financial Advisers – 4 classes
  • IPP Financial Advisers – 4 classes
  • AIA – 3 classes
  • Tokio Marine – 2 classes
  • Promiseland Independent – 2 classes
  • Financial Alliance – 2 classes
  • PIAS – 2 Classes
  • Infinitum Financial Advisers – 1 class
  • AXA – 1 Class Aviva- 1 Class
  • China Life- 1 Class
  • GFA – 1 Class
  • GE – 1 Class
  • Synergy FA- 1 Class
  • Open Classes – SingCapital, Avallis FA, Finexis, St James Place

Workshop clients for “Financial Planning for HNWI & Business Owners” since 2009

100’s of Financial advisers from the following companies have attended the 3-day workshops since August 2009:

Singapore

Aviva, AIA, AXA, Cornerstone Planners, DBSBank, Elpis Financial, Financial Alliance, Finexis Advisory, First Principal Financial, Great Eastern Life, GMFS, Grandtag Financial, HSBC Insurance, IPP Financial Advisers, Jordan Huebner, Manulife, MayBank, Opes Consulting (Malaysia), Prudential, Phillip Securities, Professional Investment Advisory Services, Promiseland Independent, Ray Alliance, Sing Capital, Standard Chartered, Wynnes, Zurich

Malaysia

Harveston Financial

Philippines

Philam Life, Prulife UK, Sun Life