LIA Summary of Courses / Workshops 2009 External CPD Accreditation Hours

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Kevin Neal
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1 - To search for a course/workshop, you can use the "Search" / "Find" function on top of this document. - For more details on the programmes, please contact the training vendor directly. LIA and GIA have agreed to the ruling as set out in the illustration below. Illustration: "SCI Course on Health Insurance 101" - LIA accredits 2 CPD hours on 50% and 50% Skills content. - GIA accredits 3 CPD hours. LIA & GIA Ruling: 1) Life representative gets only LIA's - 2 CPD hours on 50% and 50% Skills content. 2) General representative gets only GIA's - 3 CPD hours. 3) "Composite" representative gets EITHER ONE ONLY - 2 LIA CPD hours on 50% and 50% Skills content OR 3 GIA CPD hours. And it is for the representative to DECIDE and indicate which CPD hours he wants - LIA's or GIA's. 1 Financial & Biz-Ed Consultants Tel: High Net Worth (HNW) Series C (1) HNW1 Serving the HNW Market (2) HNW2 The Challenges of Wealth Protection in the HNW Market (3) HNW3 Wealth Accumulation Strategies for the HNW (4) HNW4 The Business of Wealth Planning for the HNW (5) HNW5 Preserving the Family Legacy for the HNW (6) HNW6 Holistic Wealth Management for the HNW Financial Advisory (FA) Series C (1) FA1 The Art of Investment Management (2) FA2 Understanding of Investment Linked Policies An Investment Perspective (3) FA3 The Doctrine of Portfolio Construction (4) FA4 The Role of Practice Standards and Ethics in Financial Planning (5) FA5 Holistic Retirement Planning for your Clients Page 1

2 2 Financial Life Coaching Pte Ltd Tel: Financial Planning for HNWI & Business Owners (2-Day Workshop) WS Financial Planning for HNWI & Business Owners (3-Day Workshop) WS Financial Perspectives Pte Ltd Tel: Rockwills Life Insurance Trust Workshop WS Financial Planning Association of Singapore (FPAS) Tel: AFP CM, AWP CM & CFP Education Programme 2009 C A Financial Perspectives Pte Ltd (1) Foundation in Financial Planning (2) Risk Management and Insurance Planning (3) Tax Planning and Estate Planning (4) Investment Planning (5) Retirement Planning (6) Financial Plan Construction and Professional Responsibilities B Kaplan Financial (S) Pte Ltd (1) Foundation in Financial Planning (2) Risk Management and Insurance Planning (3) Tax Planning and Estate Planning (4) Investment Planning (5) Retirement Planning (6) Financial Plan Construction and Professional Responsibilities C Self Study* (1) Foundation in Financial Planning Page 2

3 (2) Risk Management and Insurance Planning (3) Tax Planning and Estate Planning (4) Investment Planning (5) Retirement Planning (6) Financial Plan Construction and Professional Responsibilities * Hours for self-study may be accredited only upon passing of exam(s) 4.2 CFP Accelerated Certification Program C A Financial Perspectives Pte Ltd (1) Foundation in Financial Planning (2) Risk Management and Insurance Planning (3) Tax Planning and Estate Planning (4) Investment Planning (5) Retirement Planning (6) Financial Plan Construction and Professional Responsibilities B Kaplan Financial (S) Pte Ltd (1) Foundation in Financial Planning (2) Risk Management and Insurance Planning (3) Tax Planning and Estate Planning (4) Investment Planning (5) Retirement Planning (6) Financial Plan Construction and Professional Responsibilities FPAS Lunchtime Talk Gold & Trend WS FPAS Lunchtime Talk Using Economic Moats to improve Investment Returns WS FPAS Lunchtime Talk: Universal Life Wealth Management Solution WS FPAS Lunchtime Talk: Consumer Protection Where are the Missing Links? WS FPAS Lunchtime Talk: Implementation and Growth of ETF WS Page 3

4 4.8 FPAS Lunchtime Talk: TRUST Back to Basic WS FPAS Lunchtime Talk: The Future of Private Banking in Asia WS Financial Crime Awareness Workshop WS Code of Ethics Workshop WS FPAS Lunchtime Talk: Insurance Wrapper Primary Product Functionality and Some Application Concepts WS Financial Services Managers Association (FSMA) 5 / General Agents & Managers Association Singapore Chapter (GAMA) Tel: Agency Management Training Course (AMTC) for Students C Business Insurance Course C IBC Asia (S) Pte Ltd Tel: Health Insurance Conference 2009 Post Conference Workshop: Health Insurance Risk Management for new Markets WS ifast Financial Pte Ltd Tel: Investment Planning Course C Economics and Market Analysis Course C Simplified Investment Planning Course C Schroder Fixed Income Academy (SFIA) C Effective Portfolio Construction using UTs C Insurance and Financial Practitioners Association of S'pore (ifpas) 8 / Life Underwriters Association of Singapore (LUA) Tel: st National Congress 2009: Evening Session WS Page 4

5 8.2 Associate Financial Consultant (AFC) Course C LOMA International Tel: LOMA programs (self-study mode) C (1) LOMA 280: Principles of Insurance - Life, Health and Annuities (2) LOMA 286: Principles of Financial Services and Products (3) LOMA 290: Insurance Company Operations (4) LOMA 305: Personal Financial Planning (5) UND 386: Underwriting Life and Health Insurance Portcullis Institute Pte Ltd Tel: / Financial Advisory (FA) Regulations WS Insurance Advisory (IA) Regulations WS Singapore College of Insurance Ltd (SCI) Tel: CMFAS: Module 5 - Rules & Regulations for Financial Advisory Services C CMFAS: Module 8 - Collective Investment Schemes C - 1 hr 15mins 1 hr 15 mins CMFAS: Module 9 - Life Insurance / ILP Policies C - 2 hr 30 mins 2 hr 30mins Examination for Health Insurance (renamed from Cerificate in Health Insurance) C - 1 hr 15mins 1 hr 15 mins Cerificate in Health Insurance C (1) SCI Tutorial (2) In-house tutorial by Principals - where actual hours exceed 15 hr where actual hours equal or less than 15 hr actual hours apply - actual hours apply Page 5

6 (3) Self study - where Principal does not conduct in-house tutorial where Principal does conduct in-house tutorial actual hours apply, capped at 15 hr - actual hours apply, capped at 15 hr The Essentials of Agency Leadership and Management (ELM) C Developments affecting Health Insurance C Chartered Life Underwriter (CLU) Program: Self-study C (1) Individual Life Insurance (2) Life Insurance Law (3) Fundamentals of Financial Planning and Investments (4) Tax and Estate Planning (5) Investment Products (6) Risk Management, Insurance and Retirement Planning (7) Business Insurance (8) Group Benefits and Health Insurance Chartered Financial Consultant (ChFC) Program C (1) Fundamentals of Financial Planning and Investments: Self-study (2) Risk Management, Insurance and Retirement Planning: Self-study (3) Tax, Estate Planning and Legal Aspects of Financial Planning: Self-study (4) Investment Planning: Self-study (5) Plan Construction, Practice Standards and Ethics: Self-study (6) Planning for Business Owners and Professionals: Self-study (7) Wealth Management and Financial Planning: Self-study (8) Financial Planning Applications Diploma in Life Insurance (DLI) : Self-study C (1) Individual Life Insurance Page 6

7 (2) Life Insurance Law (3) Fundamentals of Financial Planning and Investments (4) Tax and Estate Planning (5) Investment Products Certificate Designation - Cert SCI (Financial Planning): Self-study C (1) Fundamentals of Financial Planning and Investments (2) Risk Management, Insurance and Retirement Planning Diploma in Financial Planning (DipFP): Self-study C (1) Fundamentals of Financial Planning and Investments (2) Risk Management, Insurance and Retirement Planning (3) Tax, Estate Planning and Legal Aspects of Financial Planning (4) Investment Planning (5) Plan Construction, Practice Standards and Ethics Specialist Diploma in Life & Health Insurance Underwriting (DLHU Module 4: Life Insurance Law) - Self-study Specialist Diploma in Life & Health Insurance Underwriting (DLHU Module 5: Group Benefits & Health Insurance) - Self-study Demystifying Takaful C Finance for Non-Financial Professionals WS Financial Needs Analysis & Plan Construction (Tutorial and Examination) C Job Role I Introduction to Life Insurance Environment & Claims Processing C (1) Tutorial (2) Examination Job Role III Life Insurance Claims Handling: Processing & Documentation C (1) Tutorial Job Role III Life Insurance Claims Handling: Environment, Products & Regulations C Page 7

8 (1) Tutorial (2) Examination Job Role V Life Insurance Claims Management C Job Role V Life Insurance Claims Management: Environment, Products & Regulations C Job Role VI Advanced Life Insurance Claims Management: Policy Making & Strategies C (1) Tutorial (2) Examination Job Role VI Advanced Life Insurance Claims Management: Environment, Products & C Regulations Job Role IV Life Insurance Underwriting: Risk Assessment & Policy Documentation C Job Role IV Life Insurance Underwriting: Environment, Products & Regulations C Job Role V Life Insurance Underwriting Management: Risk Assessment & Policy C Documentation Job Role V Life Insurance Underwriting Management: Environment, Products & Regulations C Page 8

9 Job Role VI Advanced Life Insurance Underwriting Management: Risk Assessment & Policy C Documentation Job Role VI Advanced Life Insurance Underwriting Management: Environment, Products & C Regulations Job Role III Wealth Management: Relationship Management (Retail) Acquiring & Servicing C Retail Individuals (1) Tutorial Job Role III Wealth Management: Relationship Management (Retail) Environment, C Products & Regulations (1) Tutorial (2) Examination Job Role III Wealth Management: Relationship Management (Mass Affluent) Acquiring & C Servicing Mass Affluent Clients (1) Tutorial Job Role III Wealth Management: Relationship Management (Mass Affluent) Environment, C Products & Regulations (1) Tutorial (2) Examination Job Role IV Wealth Management: Relationship Management (Mass Affluent) Performing C Client Needs Analysis and Developing Recommendations for Mass Affluent Clients Page 9

10 Job Role IV Wealth Management: Relationship Management (Mass Affluent) Environment, C Products & Regulations Job Role V Advanced Wealth Management Applications and Management Practices C Job Role V Advanced Wealth Management: Environment, Products & Regulations C Effective Business Writing for Insurance Executives WS Internal Control Awareness WS Summit Planners Academy Pte Ltd Tel: Application Workshop on Financial Planning WS Corporate Risk Management relevant to Financial Advisors WS Fundamentals of Estate Planning relevant to Financial Advisors WS Estate Planning relevant to Financial Advisors WS Tax relevant to Financial Advisors WS Keyman Insurance relevant to Financial Advisors WS Fundamentals of Business Succession Planning relevant to Financial Advisors WS Business Succession Planning relevant to Financial Advisors WS Fundamentals of Buy and Sell Agreement relevant to Financial Advisors WS Buy and Sell Agreement relevant to Financial Advisors WS Fundamentals of Incorporation of Company relevant to Financial Advisors WS Incorporation of Company relevant to Financial Advisors WS Page 10

11 12.13 Fundamentals of Financial Statements relevant to Financial Advisors WS Financial Statements relevant to Financial Advisors WS Fundamentals of Will Writing relevant to Financial Advisors WS Will Writing relevant to Financial Advisors WS Corporate Retirement Planning relevant to Financial Advisors WS Real Estate Investment relevant to Financial Advisors (Half Day) WS Real Estate Investment relevant to Financial Advisors WS Corporate Credit Protection Planning relevant to Financial Advisors WS Skills Enhancement Training (SET): Module 1 Module 6 WS per Module Fundamentals of Sales Team Management WS Coaching for High Performance WS Delegating for Results WS Influencing for Results WS Managing High Performance Teams WS Delivering High Impact Presentations WS Customer Service That Counts WS Selling with Neuro-Linguistic Programming (NLP) WS Wealth College (division of Wealth Hub Pte Ltd) Tel: Associate Estate Planning Practitioner (AEPP) C The LIFE TM Facilitator Program Living in Financial Excellence TM C How to be a Powerful Public Presenter in One Day (for Financial Planners) C Art & Science of Business Insurance C Art & Science of Financial Life Planning C Art & Science of Highly-Effective Presentations Creating Impact and Getting Results with Groups (for Financial Planning Professionals) C Page 11

12 13.7 Associate Financial Wellness Advocate TM C Programmes last updated on 3 Feb 10 Key: C - Courses WS - Workshop Page 12

LIA Summary of Courses / Workshops 2014 External CPD Accreditation Hours

LIA Summary of Courses / Workshops 2014 External CPD Accreditation Hours - To search for a course/workshop, you can use the "Search" / "Find" function on top of this document. - For more details on the programmes, please contact the training vendor directly. LIA and GIA have