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Wealth College is proud to present a series of practical courseware designed specially for the financial planning practitioners.
Companies who wish to conduct private group training for their practitioners, please email to
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Individuals who wish to enquire about our courses, please email to
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Associate Estate Planning Practitioner (AEPP®)
On the demise of estate duty, Estate Planning is Well & Alive! It is the professional responsibility of financial planner to deliver a comprehensive plan that will minimize the confusion and disputes of the bereaved family – all this has little to do with the net worth of the client. This program adopts a holistic approach in the Art and Science of Estate Planning. It educates and equips you with the practical skills to plan your client’s needs; to ensure a surplus in their estate, create liquidity and ease in distribution at death.
Since its launch in March 2007, the AEPP® course has benefited nearly 1,000 practitioners in the banking and financial planning industry. The Associate Estate Planning Practitioner™ (AEPP®) Designation is jointly awarded by the Society of Will Writers & Estate Planning Practitioners (www.swwepp.org) and Estate Planning Practitioners Limited. The AEPP program is now available in Singapore, Malaysia and Indonesia. Click here to download brochure for full details.
CFE Certified Financial Educator® (CFEd®)
The CFEd® program is offered in the Asia-Pacific region by The Heartland Institute of Financial Education (USA) and Wealth College™ (Singapore).
The CFEd® designation was designed to be a professional designation that recognizes the achievement of knowledge on a conceptual basis along with the ability to impart that knowledge in a practical setting. The designation reinforces the competence and effectiveness its holder exhibit in helping people to achieve financial wellness.
The CFEd® certification is an endorsement of your professional capabilities in advising and educating your clients in achieving their financial goals effectively. This separation creates a market niche for the practitioner who now has the opportunity to offer financial education from a knowledgeable, experienced basis with the practical skills of teaching others.
Included in this modular self-study program are topics in Financial Psychology, Financial Counseling Approach, Life Planning, Understanding Adult Learners, Insurance, Investment Essentials, Retirement Plans, Debt Management, Tax Planning and Estate Planning. Click here to preview a 5-minute clip on the program. Click here to download brochure for more details.
LiFE™ (Living in Financial Excellence) Facilitator Program
In the wake of the global financial crisis, one of the greatest needs in the market is comprehensive financial education. Therefore, the ability to provide financial education to the public has become a critical skill for financial planner to stay competitive & credible.
The L.i.F.E.™ Facilitator Training Program was designed to equip you with the right skills and tools to conduct highly-practical foundational financial education. It licenses you to run the L.i.F.E.™ (Living in Financial Excellence™) Program to groups of any size anywhere.
You can expect to achieve the 5-fold objectives (i) Experience the benefits of the L.i.F.E.™ Program as a participant, (ii) Equip yourself to become an effective L.i.F.E.™ Facilitator, (iii) Elevate your credibility and win the trust and confidence of a group, (iv) Enlarge your opportunities through delivering financial education, (v) Earn an additional stream of income through facilitation. Click here to download brochure for full details.
Wealth College is recognized as an “International Best Provider” by the Personal Finance Education for Employees Foundation (USA) for her L.i.F.E.™ Program. (http://www.pfeef.org/providers/financial-education-providers.html)
Wealth College in collaboration with Nanzinc.Com, successfully conducted the Money Makeover program using the LiFE™ model. Click here to read more.
The Art & Science of Highly-Effective Presentations
Public Presentation is probably one of the most powerful and important tools today. Yet, it remains as one of the least used forms of prospecting and lead-generation activities. Generally, the main reason many business professionals do not have the right skills and knowledge to do it effectively. Even if they had the confidence to present, they may lack the ability to breathe ‘life’ into the contents.
This is an intensive 2-day workshop designed to equip you with cutting edge skills and knowledge to plan, create and deliver high impact and result-oriented presentation. It increases your competitive edge by being able to position yourself positively and effectively to a group. Click here to download brochure for full details.
Click here to view our upocming classes and to register on-line.
Click here to read feedback from our participants.
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