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This 2-day Journey of WEALTH workshop gives a holistic overview of a comprehensive Wealth Planning Framework to customize your wealth solutions for your clients.
Participants will piece together different financial planning needs of the clients including:
Complete Wealth Planning Framework (Journey of WEALTH),
Investment & Retirement Planning (Journey to RETIRE and ENJOY Your Journey)
Risk Management Planning (Journey of HEALTH),
Legacy Planning (Journey for LEGACY Planning)
using simple yet power planning frameworks.
Every framework is intelligently designed into a simple “Journey Style” illustration such that even your non-financial clients will understand and they also act as a solution reference guide for financial professionals to refer to for all wealth planning cases.In this workshop, we will also explore the 7-Step Wealth Planning Process (PRACTICE Management), integrate these Planning Frameworks into the process and how all these can lead to greater productivity and purpose in your business (PURPOSE Management). There will be an introduction into the effective strategic management of your business environment to poise your business for strategic growth (GROWTH Management).
This module is part of the 7-Module Certified KASHGrowth Professional (CKP) series. Completion of the CKP Series will strengthen your Identity as a Professional, positively Impact your clients’ finances, enhance the knowledge you Impart to your clients and advisers, increase your Influence in their lives and Inspire them to achieve even more. Participants can expect to enhance their Professionalism, enlarge their Productivity and expand their Profitability.
Facilitator Profile
CERTIFIED FINANCIAL PLANNER®
CHARTERED FINANCIAL CONSULTANT®
FELLOW CHARTERED FINANCIAL PRACTITIONER
ASSOCIATE ESTATE PLANNING PRACTITIONER™
ADVANCED CERTIFICATE IN TRAINING AND ASSESSMENT (ACTA)
Professional Estate Planner
Bachelor of Business (BANKING & FINANCE)
Professional Expertise
Specializes in personal finance since 2001 and speaks regularly in various seminars island-wide
Clientele includes High Net-Worth Individuals, Business Owners, Successful Professionals, and Senior Executives
Professional Expertise involves all areas of personal financial services including Wealth Accumulation and Retirement Planning, Wealth Management & Investment Planning, Wealth Distribution and Estate Planning, Wealth Protection & Risk Management Planning, Business Continuity & Succession Planning
Corporate Services like Enhanced Staff Welfare, Talent Retention Strategies, and Customized Wealth Planning for Top Management Staff
Academic Qualifications
Graduated with a Bachelor of Business (Banking & Finance) and achieved 100% distinctions
Leadership Profile
Presently holding a Lieutenant Colonel (NS) rank in the Army
Awarded Sword of Honour and Best in Knowledge in Officer Cadet School, SAF
Formation NSMen of the Year in 2006 and 2009
Best NS Unit Award 5 times from 2007 – 2009 and again in 2013 – 2014
Distinguished Graduate Award from Goh Keng Swee Command and Staff College in 2008
Currently serving as a Commanding Officer in an Operationally-Ready NS Unit
Industry and Community Contribution
Appointed Lecturer for in the prestigious CFP® and ChFC® courses
Curriculum Board Member in FPAS, Member in IFPAS
Founder / Managing Director of Finerty Academy Pte Ltd
Developed The CASHFLOW INDEPENDENCE™ Model - A Framework for Managing Wealth
Developed YOUR KASHGROWTH™ - A Competency Framework for Financial Practitioners
Currently serving in various non-profit organizations and involved in several community projects locally and overseas.
Finerty Academy is a training & consulting company specializing in transformational leadership training & Wealth empowerment for financial leaders and consumers.
We adopt learner-centric, competency-based, adult-learning facilitation methodologies that imparts financial practitioners the skillset to present impactful presentations, receive practical, field-tested business models, practices and processes to increase their business revenue. They also acquire the capability to expand their influence, inspire their clients & colleagues. For the non-finance trained programme participants, Finerty Academy simplifies & makes layman complex financial principles & knowledge, so that they fully appreciate & obtain financial literacy and liberty.
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