LIA Summary of Courses / Workshops 2014 External CPD Accreditation Hours
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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% Knowledge and 50% Skills content. - GIA accredits 3 CPD hours. LIA & GIA Ruling: 1) Life representative gets only LIA's - 2 CPD hours on 50% Knowledge 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% Knowledge 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. Total Hrs Knowledge 1 Association of Financial Advisers (Singapore), AFA(S) Tel: Building a Successful Advisory Team WS Secret to the Easy Sale! WS Grow, Grow & Grow WS Financial & Biz Ed Consultants (S) Pte Ltd Tel: Financial Advisory (FA) Series C (1) FA 1 The Art of Preserving Wealth in your Golden Years (2) FA 2 The Art of Financial Advisory & Practice Standards (3) FA 3 The Art of Mastering Estate Planning Strategies (4) FA 4 The Art of Managing Investments (5) FA 5 The Art of Managing Client s Wealth Financial Life Coaching Pte Ltd Tel: Financial Planning for HNWI & Business Owners (2-Day Workshop) WS Page 1
2 Total Hrs Knowledge 3.2 Financial Planning for HNWI & Business Owners (3-Day Workshop) WS The Financial Planning Sales Strategy for every Financial Adviser (Half Day) WS The Financial Planning Sales Strategy for every Financial Adviser (One Day) WS Financial Planning Association of Singapore (FPAS) Tel: Code of Ethics Workshop WS CFP Education Programme C A - Conducted by 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 - Conducted by KapitalMinds 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 (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) 4.3 FPAS Talk: Understanding the Role of the Protector in Family Trust WS FPAS Talk: Financial Planning for HNWI & Business Owners WS FPAS Talk: What s New about CPF WS Quantitative Personal Finance with Excel WS Page 2
3 Total Hrs Knowledge 5 Financial Services Managers' Association (FSMA) Tel: Management Skills Seminar (MSS) days including 2-night classes C Insurance and Financial Practitioners Association of S'pore (ifpas) Tel: Chartered Financial Consultant (ChFC) Program C (1) Module 1 - Financial Planning: Process & Environment (2) Module 2 - Risk Management, Insurance and Retirement Planning (3) Module 3 - Tax, Estate Planning and Legal Aspects of Financial Planning (4) Module 4 - Investments (5) Module 5 - Plan Construction, Practice Standards and Ethics (6) Module 6 - Planning for Business Owners and Professionals (7) Module 7 - Wealth Management and Financial Planning 6.2 Follow the GURU from ZERO to HERO WS PSMResource LLP Tel: FAST TRACK Client-Centric Financial Planning C Page 3
4 Total Hrs Knowledge 8 Rockwills Institute Pte Ltd Tel: STEP Certificate for Financial Services Singapore (Trusts & Estate Planning) C Rockwills Estate Planner (REP) Training / Trust Boot Camp C The Associate Estate Planning Practitioner (AEPP) Certification Program C Singapore College of Insurance Ltd (SCI) Tel: Critical Illness Insurance Claims Handling C Reading & Understanding Insurance Financial Statements C Practical Aspects of Statutory Accounting Principles and Accounting for Insurance Contracts C Hospital and Surgical Insurance Claims Handling C Life and Health Insurance Fraud Claims C Negotiation Skills for Insurers and Brokers - The Harvard Model C Certifiable Skills Programme on "Health Insurance" C DPA & Its Implications for the Insurance Industry C Life, Critical Illness & Disability Insurance Underwriting C Group Benefits and Health Insurance C Corporate Governance & Compliance for Insurance Companies C Making Impactful Presentations C Presenting Insurance Proposals to SMEs C CMFAS: Module 5 - Rules & Regulations for Financial Advisory Services C CMFAS: Module 8 - Collective Investment Schemes C CMFAS: Module 8A - Collective Investment Schemes II C CMFAS: Module 9 - Life Insurance and Investment-Linked Policies C CMFAS: Module 9A - Life Insurance and Investment-Linked Policies II C Cerificate in Health Insurance (Examination only) C - 1 hr 15mins 1 hr 15 mins Chartered Financial Consultant (ChFC) Programme Module 1 to 7 (Self Study) C (1) ChFC01 - Financial Planning: Process & Environment (2) ChFC02 - Risk Management, Insurance and Retirement Planning Page 4
5 Total Hrs Knowledge (3) ChFC03 - Tax, Estate Planning and Legal Aspects of Financial Planning (4) ChFC04 - Investments (5) ChFC05 - Plan Construction, Practice Standards & Ethics (6) ChFC06 - Planning for Business Owners and Professionals (7) ChFC07 - Wealth Management and Financial Planning 9.21 Chartered Financial Consultant (ChFC) Programme Module 8 C (8) ChFC08 - Financial Planning Applications Chartered Life Underwriter (CLU) Programme Module 1 to 8 (Self Study) C (1) CLU01 - Individual Life Insurance (2) CLU02 - Life Insurance Law (3) CLU03 - Fundamentals of Financial Planning and Investments (4) CLU04 - Tax and Estate Planning (5) CLU05 - Investment Products (6) CLU06 - Risk Management, Insurance and Retirement Planning (7) CLU07 - Business Insurance Page 5
6 Total Hrs Knowledge (8) CLU08 - Group Benefits and Health Insurance 9.23 Diploma in Life Insurance (DLI) Modules 1 to 5 (Self-Study) C (1) DLI01 - Individual Life Insurance (2) DLI02 - Risk Management, Insurance and Retirement Planning (3) DLI03 - Life Insurance Law (4) DLI04 - Life Insurance Company Operations (5) DLI05 - Financial Planning: Process and Environment 9.24 Specialist Diploma in Life and Health Insurance Underwriting (DLHU) Modules 1 to 5 (Self Study) C (1) DLHU1 - Principles of Insurance: Life, Health and Annuities (2) DLHU2 - Insurance Company Operations (3) DLHU3 - Underwriting Life and Health Insurance (4) DLHU4 - Life Insurance Law (5) DLHU5 - Group Benefits and Health Insurance 9.25 Be a good Negotiator WS Emotionally Intelligent Teams WS Effective Problem Solving Techniques in Teams WS Become an effective Communicator WS Singapore Insurance Brokers' Association (SIBA) admin@siba.sg 10.1 Personal Data Protection Act: Workshop & Launch of Compliance Guidance Manual WS Page 6
7 Total Hrs Knowledge 11 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 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 WS Real Estate Investment relevant to Financial Advisors (Half Day) WS Corporate Credit Protection Planning relevant to Financial Advisors WS Wealth College (division of Wealth Hub Pte Ltd) Tel: Practical Protection Planning for Business Owners C Understanding Personal Data Protection Act (Designed for Financial Services Sector) C Practical Applications of Financial Education (An Integrated Approach to Financial Wellness) C Foundations in Planning for Wealth Distribution Practical Lessons in Estate & Legacy Planning for the Affluent C Financial Counseling Workshop Practical Applications for Financial Educators WS Practical Applications in Financial Psychology - Approaches in Understanding Money Thoughts & Attitudes C Page 7
8 Total Hrs Knowledge 12.7 How to be a Powerful Public Presenter in One Day (Designed for Financial Planners) C Practical Financial Counseling A Practical Approach to Leading Others to Financial Wellness C Practical Estate Planning for Sales Growth C Wealth Management Institute Pte Ltd (WMI) Tel: Private Banking Wealth Management Programme (PBWM) C Master Class in Wealth Management (MCWM) C Advanced Wealth Management Programme Affluent C WMI Wealth Management Programme Affluent C Programmes last updated on 9 Oct 14 Key: C - Courses WS - Workshop Page 8
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