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Red Gradient

Wealth and Financial Planning Masterclass

Your Personal Finance Journey Begins Here

Accredited by the Institute of Banking and Finance (IBF)

Top Trainers who are Veterans in their Fields

Course Overview

Thinking of becoming a Professional Finance Advisor?  This comprehensive 16-hour course will give you a sturdy foundation of knowledge to build your career.  Learn from seasoned Advisors the fundamental skills needed in Financial Planning, including both the technical aspects of creating a Financial Plan, as well as how to understand the needs of clients and journey with them to achieve their financial goals.

Course Highlight (Learning)

Financial Planning Fundamentals

Everything you need to know to start your financial advisory journey off on the right foot​

​

The Client - Planner Relationship

Learn how to provide value your clients and plan their wealth

​

Cash Flow Budgeting

Help your clients balance their budget sheet ad pend their money wisely

​

Financial Risk Management

Anticipate and guide your clients through common financial risks

​

Financial Independence

Understand how to achieve your client's financial goals and help them work towards it

​

Craft a Personal Finance Plan

Get hands-on practice in creating a Personal Finance Plan using Microsoft Excel

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MasterClass Tab

Course Outline

Join Pamela in this comprehensive 16-hour course to learn the fundamental skills needed in Financial Planning.

​

Course Title:

Wealth and Financial Planning Masterclass
​

Course Reference Number:

TGS-2024048049

​

Mode of Delivery:

Face-to-face Session | 16 Hours

Weekday & Weekend classes (coming soon)

1 

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Financial Planning Overview

  • Customer relationship management methods

  • Develop professional relationships with prospective and existing customers

2

\

Construct a personal financial plan

  • Precesses to construct personal finance plans

3

\

Cash flow budgeting

  • Financial Product Criteria

  • Financial Documents Analysis Processes

  • Analyze information on customers' income, expenses, taxes and savings to understand their cash flow situations

4

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Risk and how to manage your risks

  • Financial Product Criteria (Insurance)

  • Financial documents Analysis Processes

  • Insurance planning tools

  • Approaches to issue resolution

  • Analyze relevant information and current insurance policies in effect, to analyze customers' life, health and personal general insurance needs.

5

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Wealth Accumulation

  • Financial Product Criteria (Investment)

  • Investment planning tools

  • Retirements planning tools

  • Risk Profile Analysis Methodologies

  • Analyze customers' risk profiles and personal financial situations to determine their investment profiles

6

\

Construct financial planning flowchart and surplus allocation to craft the financial plan

  • Process to construct personal financial plans

  • Assist customers in retirement planning by establishing their retirement goals and analyzing their financial situations

  • Develop personal financial plans that sets out the financial goals, financial analysis and recommendations on how customers personal financial goals can be met

  • Review personal financial plans periodically with customers and alert customers of revisions required to successfully achieve financial goals

  • Address customers queries on existing banking and financial transactions and escalate significant matters to management

The Training Provider
Unicorn Financial Solutions

Established in 2011, Unicorn Financial Solutions is Singapore's leading independently owned
financial solutions provider.

> $0.5 bil. assets

Under advice and management

12,000 Clients

served

10 years

of service experience

Financial Partners
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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

  • Those looking to enter the finance industry as Personal Financial Advisors

  • Anyone interested in learning to plan their financial and wealth for themselves or for their family

  • Beginner Financial consultant who want to deepen their knowledge on financial planning for their clients

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Pre-Requisites

  • Basic reading and writing skills

  • Basic computer skills (know how to browse the internet, operating Microsoft Excel, typing, downloading and opening files, etc)

​

​

Course Fee & Subsidies
  • 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 | 3 Feb - 4 Feb 2025 (OA) ZOOM MMP25003Z | 9am-6pm | 10 Feb- 11 Feb 2025 (OA) ZOOM - Private Only MMP25004Z | 9am-6pm | 18 Feb- 19 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 Feb 2025 (Trainer: Melvin Tan Boon Pin) IED25003P | 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.
Full Course Fee: $1,200.00 (Excludes GST)
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 | 3 Feb - 4 Feb 2025 (OA) ZOOM MMP25003Z | 9am-6pm | 10 Feb- 11 Feb 2025 (OA) ZOOM - Private Only MMP25004Z | 9am-6pm | 18 Feb- 19 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 Feb 2025 (Trainer: Melvin Tan Boon Pin) IED25003P | 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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