Accredited by the Institute of Banking and Finance (IBF)
Top Trainers who are Veterans in their Fields
Wealth & Financial Planning Masterclass!
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?
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Expert-Led Training: Learn from seasoned industry veterans who bring real-world experience to the classroom.
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Comprehensive Curriculum: Master both the technical skills needed to create effective financial plans and the interpersonal skills to understand and meet clients' unique needs.
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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.
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.
​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
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Specialises in personal finance since 2015, including Wealth Accumulation, Financial Independence Planning, Wealth Management, Investment Risk Management, and Economic Life Value Risk Management Planning
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Clientele includes Business Owners, Successful Professionals, and Senior Executives.
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Leads a team of Plan Writers and Associates, crafting an average of 60 tailor-made financial plans monthly.
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Lead Trainer for monthly Wealth Planning Masterclass since 2018.
Academic Qualifications
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Graduated with a Bachelor of Science in Commerce with a Major in Internal Auditing
Esguerra Pamela M
Other Accomplishments
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Certified Advanced Financial Plan Writer (2018)
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COLAB Accredited Mortgage Advisor (2018)
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Lean Six Sigma Yellow Belt Certified (2011)
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Graduated as cum Laude (2009)
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University Scholar (2005 – 2009)
Course Outline
The Training Provider
Wealth Design Studio Pte. Limited
The Training Provider
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
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The Wealth Creation Formula
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Financial Independence Model
2. Construct a Personal Financial Plan
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Processes to Construct a Personal Finance Plan
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Goal Setting
3. Know Your Current Situation
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Money Mastery
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Financial Documents Analysis
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Analyse of Assets and Liabilities, Income and Expenses, Cashflow Budgeting etc.
4. Risks and Risks Management
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Lifestyle Change Inflation Risk
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Temporary Loss of Income
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Permanent Loss of Income
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Financial Instruments for Risk Management
5. Wealth Planning Strategies
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Investors’ Profiling instead of Risk Profiling
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Surplus Allocation
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Concept of Best Return
6. Hands-on Crafting of a Financial Plan
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Case Studies
Certification
Participants who complete the course and all required assessments will receive a Certificate of Completion by the Approved Training Provider.
Who Should Attend
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Beginner to intermediate investors
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Financial consultants
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Entrepreneurs and business owners
Pre-Requisites
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Basic english skills (reading and writing)
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Basic computer skills (downloading files, using Zoom, etc)
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No prior knowledge is required, but learners who are comfortable with numbers and calculations might find the material and assessments easier to grasp
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:
Up to 70% Course Fee Subsidies Support
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Singapore Citizens aged 40 years old and above will be eligible for 70% co-funding of direct training costs.
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Singapore Citizens 21-39 years old and PR will be eligible for 50% subsidy.
Course Schedule
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