Professional Development

Workshops & Sharing Sessions

About Our Workshops & Sharing Sessions

We place a great premium on equipping members with skills and knowledge to keep pace with the changing nature of the industry and the rigorous demands of our profession. Besides providing a menu of academic courses that lead to professional designations, we organise enrichment and specialist courses through our Education Roadmap to build a well-rounded practitioner with expertise in specific areas.

IFPAS technical workshops are designed in a 2-hour impactful session, wherein our invited speakers can be practitioners and/or subject experts from related industries.

Upcoming Events

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Past Events

8
December

IFPAS Workshop – Master the Close for Breakthrough Sales Performance

Attendees were invited to participate in a workshop aimed at enhancing their success, particularly during a crucial period. It was...

10
November

IFPAS Workshop – Building Trust: A Pathway to Financial Security

The workshop delved into the dynamic landscape of contemporary selling trends and offered invaluable insights into leveraging technology to expand...

3
November

IFPAS Technical Workshop – How GRIT brings me to TOT

The workshop was dedicated to showcasing Jean's strategies for effectively engaging clients, which involved identifying their key points of interest...

23
September

Technical Workshop – Maximising an Individual Investor’s Disposal Income Arising from his Investment Decision and Employment Arrangement

This workshop is specifically designed to cover the income tax and other considerations for both inbound and outbound investments from...

11
August

Technical Workshop – Client Engagement & Opportunities In The New Norm

Amidst the rapid digitization of business processes, the challenge of effectively engaging customers and identifying opportunities in the evolving landscape...

14
July

Technical Workshop – How to Stand Out Against Your Competition with Estate Planning

Estate Planning, although often seen as intimidating, stands as one of the most crucial and value-enhancing services to incorporate into...

23
June

Technical Workshop – Mastering High Touch Techniques in building strong relationship

Financial advisers operate in a challenging field, dealing with intangibles and uncertainties. Their role is to provide financial advice, guide...

19
May

Technical Workshop – Assisting the Client Through the Probate/Administration Process

During the workshop, participants delved into the challenges associated with bereavement within families. It was acknowledged that during such distressing...

14
April

Best Practice Session – Is our Profession a Business?

In the financial services industry, the pursuit of professionalism and ethical conduct is a cornerstone. Yet, in the realm of...

10
March

Best Practice Sharing Session – My 27-year Journey in the Financial Services Industry

The workshop delved into the role of financial consultants in Singapore, highlighting the duality of successes and challenges inherent in...

13
January

Special Needs Trust Company – Because you care and because they matter

The workshop centered around the concept of Special Needs Trust, a vital tool used to safeguard the financial interests of...

16
December

Best Practice Sharing Session – Standing Tall

The workshop addressed the numerous challenges that agents encountered in their profession. These challenges encompassed demanding clients seeking top-notch financial...

18
November

Technical Workshop – Deepen Your Connection with Your Audience Online, Deal and Serve More with Your Prospects Offline!

The workshop revolved around the exploration of what it took to establish profound connections with one's online audience and prospects....

19
October

Back to Basics Series (B2B) – SRS Planning for Retirement Needs

The Supplementary Retirement Scheme (SRS) workshop took place to enlighten attendees about this voluntary scheme, which was initiated in 2001...

23
September

CPF Series: CPF Talk on Retirement Needs

Retirement planning had always been closely linked with CPF in Singapore. As a result, understanding how CPF could be leveraged...

19
August

CPF Series: CPF Talk on Healthcare Needs

As individuals aged, the prospect of heightened healthcare expenses became increasingly likely. In this context, MediShield Life assumed a vital...

22
July

CPF Series: Using CPF for Housing needs

Every business is built on its capacity to address and resolve problems. As the range of issues tackled expands, so...

17
June

Special Needs Trust – Why It Matters

SNTC is the only non-profit trust company in Singapore that has been set up to provide affordable trust services for...

22
April

Technical Workshop – Probate Process Financial Advisers Need to Know

The workshop addressed the common issues that arose when individuals passed away, including the potential for confusion and conflicts within...

18
March

Back to Basics Series (B2B) – Beneficiary vs Insurer (2021) [SGHC(A) 23]

The workshop centred around the examination of a recent court case that involved a beneficiary and an insurer. This case...

18
February