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Accredited by the Institute of Banking and Finance (IBF)

Top Trainers who are Veterans in their Fields

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Wealth & Financial Planning Masterclass!
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Course Overview

Are you ready to master your finances or elevate your career as a professional Wealth Planner? Our comprehensive 16-hour course is designed to provide you with a robust foundation in wealth planning.

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Why Choose This Course?

  • Expert-Led Training: Learn from seasoned industry veterans who bring real-world experience to the classroom.

  • Comprehensive Curriculum: Master both the technical skills needed to create effective financial plans and the interpersonal skills to understand and meet clients' unique needs.

  • Practical Insights: Gain actionable strategies and insights to help clients achieve their financial goals.

​Whether you're looking to manage your personal finances more effectively or build a successful advisory career, this course is your gateway to success in the world of finance. Join us and take the first step towards a brighter financial future!

HIGHLIGHTS

Introduction to Wealth Building

Wealth Creation Formula:  Uncover the key to building wealth and explore the phases of smart investing.

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Wealth Planning Fundamentals

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1. Master the Essentials: Develop confidence in managing personal wealth or starting a successful career in wealth management.

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2. Build Trust: Foster deeper client relationships by understanding unique dynamics and building mutual trust.

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3. Achieve Financial Independence: Escape the sandwich generation by planning for both immediate and future financial independence.

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​4. Set Financial Goals: Jumpstart your future by defining clear, actionable, and meaningful financial objectives.

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5.  Cash Flow & Budgeting: Gain control of your finances and discover hidden resources through effective planning.

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6. Financial Risk Management: Identify common financial risks and discover simple and effective strategies to mitigate them.

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7. Hands-On Financial Planning: Gain practical skills by crafting a personalized financial plan.

Meet The Trainer 

A veteran in the finance industry with over a decade of experience in both individual and corporate environments. Her key skills are analysis, wealth planning, training, and leadership.

Professional Expertise

  • Specialises in personal finance since 2015, including Wealth Accumulation, Financial Independence Planning, Wealth Management, Investment Risk Management, and Economic Life Value Risk Management Planning

  • Clientele includes Business Owners, Successful Professionals, and Senior Executives.

  • Leads a team of Plan Writers and Associates, crafting an average of 60 tailor-made financial plans monthly.

  • Lead Trainer for monthly Wealth Planning Masterclass since 2018.

Academic Qualifications

  • Graduated with a Bachelor of Science in Commerce with a Major in Internal Auditing

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Esguerra Pamela M

Other Accomplishments

  • Certified Advanced Financial Plan Writer (2018)

  • COLAB Accredited Mortgage Advisor (2018)

  • Lean Six Sigma Yellow Belt Certified (2011)

  • Graduated as cum Laude (2009)

  • University Scholar (2005 – 2009)

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Course Outline

Course Title:

Wealth & Financial Planning Masterclass

Course Reference Number:

TGS-2024048049

Mode of Delivery:

Face-to-face Session | 16 Hours

Weekday & Weekend classes (coming soon)

The Training Provider
Wealth Design Studio Pte. Limited
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The Training Provider
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Established in 2020, Wealth Design Studio is a training organization where financial empowerment is at the heart of everything they do. Wealth Design Studio is an Accredited Training Organization under the Institute of Banking and Finance.

1. Introduction to Wealth Building

  • The Wealth Creation Formula

  • Financial Independence Model

2. Construct a Personal Financial Plan

  • Processes to Construct a Personal Finance Plan

  • Goal Setting

3. Know Your Current Situation

  • Money Mastery

  • Financial Documents Analysis

  • Analyse of Assets and Liabilities, Income and Expenses, Cashflow Budgeting etc.

4. Risks and Risks Management

  • Lifestyle Change Inflation Risk

  • Temporary Loss of Income

  • Permanent Loss of Income

  • Financial Instruments for Risk Management

5. Wealth Planning Strategies

  • Investors’ Profiling instead of Risk Profiling

  • Surplus Allocation

  • Concept of Best Return

6. Hands-on Crafting of a Financial Plan

  • Case Studies

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Certification

Participants who complete the course and all required assessments will receive a Certificate of Completion by the Approved Training Provider.

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Who Should Attend

  • Beginner to intermediate investors

  • Financial consultants

  • Entrepreneurs and business owners

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Pre-Requisites

  • Basic english skills (reading and writing)

  • Basic computer skills (downloading files, using Zoom, etc)

  • No prior knowledge is required, but learners who are comfortable with numbers and calculations might find the material and assessments easier to grasp

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Course Fee & Subsidies
Full Course Fee: $1,200.00 nett

As this course is Accredited under the IBF Standards Training scheme, the below subsidies apply:

  • Weekend Classes
    GOLD25001P | 9am - 6pm | 18th and 19th January 2025 Venue: International Plaza (IP) 10 Anson Road, #36-05a (Tech 8) Singapore 079903 Direction: By MRT: International Plaza is located near to Tanjong Pagar MRT Station. By Bus: International Plaza is located to several bus stops at opposite Mas Building, Bus Stop Hub Synergy Point, and Bus Stop International Plaza. Bus Service includes: 57, 131, 167, 186, 532, 533, 534, 535, 536, 542, 543, 548 and 549. By Car: Parking charges apply
  • Weekday Classes
    Coming Soon!
  • Individual Sponsored
    SINGAPOREANS AGE 40 & ABOVE After 70% Subsidies: $546.00 SINGAPOREANS AGE 21-39 & PRs After 50% Subsidies: $826.00
  • Self-Sponsored
    SINGAPOREANS AGE 40 & ABOVE After 70% Subsidies: $360.00 nett SINGAPOREANS AGE 21-39 & PRs After 50% Subsidies: $600.00 nett
  • Weekend Classes
    Coming Soon
  • Individual Sponsored
    SINGAPOREANS AGE 40 & ABOVE After 90% Subsidies: $337.31 (Incl. GST) SINGAPOREANS AGE 21-39 & PRs After 70% Subsidies: $868.51 (Incl. GST) Please note: As per SSG’s policy, the GST payable for all CET funding-eligible applicants is calculated based on prevailing GST rate after the baseline funding subsidy of 70%.
  • What is the class schedule like?
    Total training hours for this course is 32 hours. It is conducting in 4 consecutive Saturdays starting from 9am to 6.30pm at International Plaza (next to Tanjong Pagar MRT). Please chat with our customer service to find out more about the upcoming schedules available.
  • Do I get a certificate after completing the course?
    Yes, participant who fulfil all requirements will receive a Statement of Attainment (SOA) issued by the SkillsFuture Singapore (SSG)
  • What is the class size?
    We hold up to 24 pax each class, to ensure each participant has a chance to interact with the trainers.
  • Is the course fee subsidised?
    Singaporeans and Singapore PRs are eligible for the IBF subsidy up to 90%.
  • What is the mode of the training?
    This course is fully conducted in physical classroom. You will get hands-on experience with real-world case studies.
  • I have registered, what's next?
    Thank you for your registration! 1). Upon registration, you will receive an automated WhatsApp message to complete the enrolment by doing the payment by SFC / Paynow or both. 2). The WhatApp message reminder will be send to you 3 weeks and 1 week before the class start. If you do not reply, we will call the next day to confirm attendance. 3). The email reminder will be sent 5 days before class start 4). The last WhatsApp message as a reminder will be send 1 day before the class date. 5). You are ready to go. See you in class!
  • What do I need to prepare during the class?
    It is advisable to prepare 2 devices to use during the class (Computer, Laptop or Handphone) so that you can easily navigate the QR code for digital attendance using Singpass and access the course materials and assessments.
  • How is the course fee paid?
    This course is SkillsFuture Credit Eligible, you may also choose to pay through Paynow/Bank Transfer.
  • I don’t have any background or experience in Fundamental of Blockchain Technology, can I still join this course?
    Yes you still can join this course. Blockchain course is ideal for beginners because it provides a structured, straightforward introduction with interactive features and clear explanations to simplify complex ideas.
  • Registration fee?
    We will collect a $30 registration fee to reserve a spot for you, which this registration fee will be returned back to you upon completion of the course.
  • Weekday Classes
    The Schedules for 2025 (Q1) MMP25001Z | 9am-6pm | 6 Jan - 7 Jan 2025 (OA) ZOOM MMP25002Z | 9am-6pm | 13 Jan - 14 Jan 2025 (OA) ZOOM - Private Only MMP25003Z | 9am-6pm | 3 Feb - 4 Feb 2025 (OA) ZOOM MMP25004Z | 9am-6pm | 10 Feb- 11 Feb 2025 (OA) ZOOM - Private Only MMP25005Z | 9am-6pm | 3 Mar - 4 Mar 2025 (OA) ZOOM MMP25006Z | 9am-6pm | 10 Mar - 11 Mar 2025 (OA) ZOOM - Private Only
  • Individual Sponsored
    SINGAPOREANS AGE 40 & ABOVE After 70% Subsidies: $780.00 SINGAPOREANS AGE 21-39 & PRs After 50% Subsidies: $1,180.00
  • Company Sponsored
    SINGAPOREANS AGE 40 & ABOVE After 70% Subsidies: $780.00 SINGAPOREANS AGE 21-39 & PRs After 50% Subsidies: $1,180.00 *Companies eligible to submit claims for company-sponsored participants include Singapore-based financial Institutions regulated by MAS (licensed or exempt from licensing by MAS) and FinTech firms certified by Singapore FinTech Association (Terms and Conditions apply). SkillsFuture Credit cannot be used to co-fund the programme fees of company-sponsored training programmes.
  • Singaporeans Age 21-39 or SG PR
    Digital Photography with Smartphones After 50% Subsidies: $232.00 (incl. GST) Videography Techniques for Social Media Platforms After 50% Subsidies: $319.00 (incl. GST) Total Payable Course Fee: $551.00
  • Singaporeans Age 40 & Above
    Digital Photography with Smartphones After 70% Subsidies: $152.00 (incl. GST) Videography Techniques for Social Media Platforms After 70% Subsidies: $209.00 (incl. GST) Total Payable Course Fee: $361.00
  • Company Sponsored (Enhanced Training Support for SME)
    SINGAPOREANS AGE 40 & ABOVE After 70% Subsidies: $418.00 SINGAPOREANS AGE 21-39 & PRs After 90% Subsidies: $418.00
  • Self-Sponsored
    SINGAPOREANS AGE 40 & ABOVE After 90% Subsidies: $418.00 (incl. GST) SINGAPOREANS AGE 21-39 & PRs After 70% Subsidies: $638.00 (incl. GST)
  • Company Sponsored (Non-SME)
    SINGAPOREANS AGE 40 & ABOVE After 90% Subsidies: $418.00 SINGAPOREANS AGE 21-39 & PRs After 70% Subsidies: $638.00
  • Company Sponsored (Non-SME)
    SINGAPOREANS AGE 40 & ABOVE After 70% Subsidies: $1223.80 SINGAPOREANS AGE 21-39 & PRs After 50% Subsidies: $801.80
  • Company Sponsored (Enhanced Training Support for SME)
    SINGAPOREANS AGE 40 & ABOVE After 70% Subsidies: $801.80 SINGAPOREANS AGE 21-39 & PRs After 70% Subsidies: $801.80
  • Self-Sponsored
    SINGAPOREANS AGE 40 & ABOVE After 70% Subsidies: $801.80 (incl. GST) SINGAPOREANS AGE 21-39 & PRs After 50% Subsidies: $1223.80 (incl. GST)
  • Weekend Classes
    IED25001P | 9am to 6pm | 11th, 18th and 25th Jan 2025 (Trainer: Melvin Tan Boon Pin) IED25002P | 9am to 6pm | 8th, 15th and 22nd Mar 2025 (Trainer: Melvin Tan Boon Pin) Venue: International Plaza (IP) 10 Anson Road, #25-07 Singapore 079903 Direction: By MRT: International Plaza is located near to Tanjong Pagar MRT Station. By Bus: International Plaza is located to several bus stops at opposite Mas Building, Bus Stop Hub Synergy Point, and Bus Stop International Plaza. Bus Service includes: 57, 131, 167, 186, 532, 533, 534, 535, 536, 542, 543, 548 and 549. By Car: Parking charges apply
  • Weekday Classes
    Face-to-Face Coming Soon!
  • What do I need to prepare during the class?
    It is advisable to prepare 2 devices to use during the class (Computer, Laptop or Handphone) so that you can easily navigate between registering your e-attendance (using Singpass), learning, accessing the materials and doing the assessment.
  • Who will be my trainer for the course?
    We work with a team of highly skilled and experienced trainers. However, depending on the schedule and intake, you may also have the opportunity to learn from other qualified professionals in our team. All our trainers are experts in their fields and are committed to delivering an exceptional learning experience.
  • I don’t have any background or experience in investing, can I still join this course?
    This course is designed for beginner and intermediate investors. Value investing is an investment strategy that involves picking stocks that appear to be trading for less than their intrinsic or book value.
  • I have registered, what's next?
    Thank you for your registration! You will receive an order confirmation right after you sign up and pay. 1. The email of course enrolment will be send to you. Follow the guideline in the email to complete the course payment through SkillFuture Credit or Paynow/Bank transfer. 2. You will be added into a class WhatsApp group before the start of your class, all the important information will be shares in it upon the class starting date. 3. You are ready to go, See you in class!
  • What is the mode of the training?
    This course is fully conducted in physical classroom.
  • Is the course fee subsidised?
    Singaporeans and Singapore PRs are eligible for the IBF subsidy up to 70%.
  • What is the class size?
    We hold up to 24 pax each class, to ensure each participant has a chance to interact with the trainers.
  • What is the class schedule like?
    Total training hours for this course is 24 hours. We have both weekend and weekday classes available. Please chat with our customer service to find out more about the upcoming schedules available.
  • Registration fee?
    We will collect a $30 registration fee to reserve a spot for you, which this registration fee will be refunded to you upon completion of the course.
  • Do I get a certificate after completing the course?
    Yes, you will be able to receive a Certificate of Completion issued by the Training Provider.
  • How is the course fee paid?
    This course is SkillsFuture Credit Eligible, you may also choose to pay through Paynow/Bank Transfer.
Up to 70% Course Fee Subsidies Support

  • Singapore Citizens aged 40 years old and above will be eligible for 70% co-funding of direct training costs.

  • Singapore Citizens 21-39 years old and PR will be eligible for 50% subsidy.

Course Schedule
  • Weekend Classes
    GOLD25001P | 9am - 6pm | 18th and 19th January 2025 Venue: International Plaza (IP) 10 Anson Road, #36-05a (Tech 8) Singapore 079903 Direction: By MRT: International Plaza is located near to Tanjong Pagar MRT Station. By Bus: International Plaza is located to several bus stops at opposite Mas Building, Bus Stop Hub Synergy Point, and Bus Stop International Plaza. Bus Service includes: 57, 131, 167, 186, 532, 533, 534, 535, 536, 542, 543, 548 and 549. By Car: Parking charges apply
  • Weekday Classes
    Coming Soon!
  • Individual Sponsored
    SINGAPOREANS AGE 40 & ABOVE After 70% Subsidies: $546.00 SINGAPOREANS AGE 21-39 & PRs After 50% Subsidies: $826.00
  • Self-Sponsored
    SINGAPOREANS AGE 40 & ABOVE After 70% Subsidies: $360.00 nett SINGAPOREANS AGE 21-39 & PRs After 50% Subsidies: $600.00 nett
  • Weekend Classes
    Coming Soon
  • Individual Sponsored
    SINGAPOREANS AGE 40 & ABOVE After 90% Subsidies: $337.31 (Incl. GST) SINGAPOREANS AGE 21-39 & PRs After 70% Subsidies: $868.51 (Incl. GST) Please note: As per SSG’s policy, the GST payable for all CET funding-eligible applicants is calculated based on prevailing GST rate after the baseline funding subsidy of 70%.
  • What is the class schedule like?
    Total training hours for this course is 32 hours. It is conducting in 4 consecutive Saturdays starting from 9am to 6.30pm at International Plaza (next to Tanjong Pagar MRT). Please chat with our customer service to find out more about the upcoming schedules available.
  • Do I get a certificate after completing the course?
    Yes, participant who fulfil all requirements will receive a Statement of Attainment (SOA) issued by the SkillsFuture Singapore (SSG)
  • What is the class size?
    We hold up to 24 pax each class, to ensure each participant has a chance to interact with the trainers.
  • Is the course fee subsidised?
    Singaporeans and Singapore PRs are eligible for the IBF subsidy up to 90%.
  • What is the mode of the training?
    This course is fully conducted in physical classroom. You will get hands-on experience with real-world case studies.
  • I have registered, what's next?
    Thank you for your registration! 1). Upon registration, you will receive an automated WhatsApp message to complete the enrolment by doing the payment by SFC / Paynow or both. 2). The WhatApp message reminder will be send to you 3 weeks and 1 week before the class start. If you do not reply, we will call the next day to confirm attendance. 3). The email reminder will be sent 5 days before class start 4). The last WhatsApp message as a reminder will be send 1 day before the class date. 5). You are ready to go. See you in class!
  • What do I need to prepare during the class?
    It is advisable to prepare 2 devices to use during the class (Computer, Laptop or Handphone) so that you can easily navigate the QR code for digital attendance using Singpass and access the course materials and assessments.
  • How is the course fee paid?
    This course is SkillsFuture Credit Eligible, you may also choose to pay through Paynow/Bank Transfer.
  • I don’t have any background or experience in Fundamental of Blockchain Technology, can I still join this course?
    Yes you still can join this course. Blockchain course is ideal for beginners because it provides a structured, straightforward introduction with interactive features and clear explanations to simplify complex ideas.
  • Registration fee?
    We will collect a $30 registration fee to reserve a spot for you, which this registration fee will be returned back to you upon completion of the course.
  • Weekday Classes
    The Schedules for 2025 (Q1) MMP25001Z | 9am-6pm | 6 Jan - 7 Jan 2025 (OA) ZOOM MMP25002Z | 9am-6pm | 13 Jan - 14 Jan 2025 (OA) ZOOM - Private Only MMP25003Z | 9am-6pm | 3 Feb - 4 Feb 2025 (OA) ZOOM MMP25004Z | 9am-6pm | 10 Feb- 11 Feb 2025 (OA) ZOOM - Private Only MMP25005Z | 9am-6pm | 3 Mar - 4 Mar 2025 (OA) ZOOM MMP25006Z | 9am-6pm | 10 Mar - 11 Mar 2025 (OA) ZOOM - Private Only
  • Individual Sponsored
    SINGAPOREANS AGE 40 & ABOVE After 70% Subsidies: $780.00 SINGAPOREANS AGE 21-39 & PRs After 50% Subsidies: $1,180.00
  • Company Sponsored
    SINGAPOREANS AGE 40 & ABOVE After 70% Subsidies: $780.00 SINGAPOREANS AGE 21-39 & PRs After 50% Subsidies: $1,180.00 *Companies eligible to submit claims for company-sponsored participants include Singapore-based financial Institutions regulated by MAS (licensed or exempt from licensing by MAS) and FinTech firms certified by Singapore FinTech Association (Terms and Conditions apply). SkillsFuture Credit cannot be used to co-fund the programme fees of company-sponsored training programmes.
  • Singaporeans Age 21-39 or SG PR
    Digital Photography with Smartphones After 50% Subsidies: $232.00 (incl. GST) Videography Techniques for Social Media Platforms After 50% Subsidies: $319.00 (incl. GST) Total Payable Course Fee: $551.00
  • Singaporeans Age 40 & Above
    Digital Photography with Smartphones After 70% Subsidies: $152.00 (incl. GST) Videography Techniques for Social Media Platforms After 70% Subsidies: $209.00 (incl. GST) Total Payable Course Fee: $361.00
  • Company Sponsored (Enhanced Training Support for SME)
    SINGAPOREANS AGE 40 & ABOVE After 70% Subsidies: $418.00 SINGAPOREANS AGE 21-39 & PRs After 90% Subsidies: $418.00
  • Self-Sponsored
    SINGAPOREANS AGE 40 & ABOVE After 90% Subsidies: $418.00 (incl. GST) SINGAPOREANS AGE 21-39 & PRs After 70% Subsidies: $638.00 (incl. GST)
  • Company Sponsored (Non-SME)
    SINGAPOREANS AGE 40 & ABOVE After 90% Subsidies: $418.00 SINGAPOREANS AGE 21-39 & PRs After 70% Subsidies: $638.00
  • Company Sponsored (Non-SME)
    SINGAPOREANS AGE 40 & ABOVE After 70% Subsidies: $1223.80 SINGAPOREANS AGE 21-39 & PRs After 50% Subsidies: $801.80
  • Company Sponsored (Enhanced Training Support for SME)
    SINGAPOREANS AGE 40 & ABOVE After 70% Subsidies: $801.80 SINGAPOREANS AGE 21-39 & PRs After 70% Subsidies: $801.80
  • Self-Sponsored
    SINGAPOREANS AGE 40 & ABOVE After 70% Subsidies: $801.80 (incl. GST) SINGAPOREANS AGE 21-39 & PRs After 50% Subsidies: $1223.80 (incl. GST)
  • Weekend Classes
    IED25001P | 9am to 6pm | 11th, 18th and 25th Jan 2025 (Trainer: Melvin Tan Boon Pin) IED25002P | 9am to 6pm | 8th, 15th and 22nd Mar 2025 (Trainer: Melvin Tan Boon Pin) Venue: International Plaza (IP) 10 Anson Road, #25-07 Singapore 079903 Direction: By MRT: International Plaza is located near to Tanjong Pagar MRT Station. By Bus: International Plaza is located to several bus stops at opposite Mas Building, Bus Stop Hub Synergy Point, and Bus Stop International Plaza. Bus Service includes: 57, 131, 167, 186, 532, 533, 534, 535, 536, 542, 543, 548 and 549. By Car: Parking charges apply
  • Weekday Classes
    Face-to-Face Coming Soon!
  • What do I need to prepare during the class?
    It is advisable to prepare 2 devices to use during the class (Computer, Laptop or Handphone) so that you can easily navigate between registering your e-attendance (using Singpass), learning, accessing the materials and doing the assessment.
  • Who will be my trainer for the course?
    We work with a team of highly skilled and experienced trainers. However, depending on the schedule and intake, you may also have the opportunity to learn from other qualified professionals in our team. All our trainers are experts in their fields and are committed to delivering an exceptional learning experience.
  • I don’t have any background or experience in investing, can I still join this course?
    This course is designed for beginner and intermediate investors. Value investing is an investment strategy that involves picking stocks that appear to be trading for less than their intrinsic or book value.
  • I have registered, what's next?
    Thank you for your registration! You will receive an order confirmation right after you sign up and pay. 1. The email of course enrolment will be send to you. Follow the guideline in the email to complete the course payment through SkillFuture Credit or Paynow/Bank transfer. 2. You will be added into a class WhatsApp group before the start of your class, all the important information will be shares in it upon the class starting date. 3. You are ready to go, See you in class!
  • What is the mode of the training?
    This course is fully conducted in physical classroom.
  • Is the course fee subsidised?
    Singaporeans and Singapore PRs are eligible for the IBF subsidy up to 70%.
  • What is the class size?
    We hold up to 24 pax each class, to ensure each participant has a chance to interact with the trainers.
  • What is the class schedule like?
    Total training hours for this course is 24 hours. We have both weekend and weekday classes available. Please chat with our customer service to find out more about the upcoming schedules available.
  • Registration fee?
    We will collect a $30 registration fee to reserve a spot for you, which this registration fee will be refunded to you upon completion of the course.
  • Do I get a certificate after completing the course?
    Yes, you will be able to receive a Certificate of Completion issued by the Training Provider.
  • How is the course fee paid?
    This course is SkillsFuture Credit Eligible, you may also choose to pay through Paynow/Bank Transfer.

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