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Wealth Management & Retirement Planning
WSQ Level 4  (2-Day)

Course Code: TGS-2021008505

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Workshop Description

This Course covers the fundamentals of financial planning. It is to equip learners with basic financial tools, to enhance competitive positioning, increase effectiveness of financial practices in the personal and business environments.

During these 2 days, we aim to provide the knowledge of deriving risk and risk profiles, calculating financial shortfalls and plotting ahead to reach goals set by learners and their clients.

Learners will grasp how financial tools can hinder, help, or create opportunities for themselves and their organizations. These include mastering customer relationship management, financial documentation analysis, constructing a financial plan, investment tools and putting it all together.

Learning Outcomes


At the end of the programme, participants will be able to:

  1. Packed with practical knowledge and hands on experience, it will be conducted by iFAST practitioners for the busy professionals. 

  2. At the end of this course, participants will be able to understand, research, and build simple financial plans for themselves, their families, and their clients.

  3. Besides standard topics like insurance, participants will be able to generate and back test Portfolio investment strategies.

  4. The course will be rigorous, and it will develop the participant's knowledge of financial plans and Strategies for portfolio building.

Workshop Cost After SSG Subsidies

With effect from 1st Jan 2022



MCES >40 years old Singaporean Citizen

SME for Singaporean/SPR

21-39 years old Singaporean/PR (and NON-SME






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Our Training Provider

Organised by iFMF Investment Academy  Pte Ltd, an IBF Approved Program under Monetary Authority of Singapore (MAS) and jointly supported by SkillsFuture Singapore (SSG).

UEN: 202026846R

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