IBF PROGRAMME CODE :
TGS-2023039860 (Online Zoom)
TGS-2023021869 (Classroom)#
Retirement Planning with
CPF PROJECTION TOOLKIT
UPCOMING COURSE DATES
NETT
COURSE FEE
(ONLINE ZOOM)
An IBF Accredited Programme that will level up your skills, competencies and proficiency level in retirement planning with a structured framework that integrates with the CPF schemes.
NETT
COURSE FEE
(CLASSROOM)#
* Nett Course Fee (after 70% IBF subsidy, capped at $500) payable for eligible Singapore Citizen age 40 and above
** Nett Course Fee (after 30% IBF subsidy) payable for eligible Singapore Citizen below age 40, or Singapore PR.
WHY PEOPLE RECOMMEND
LOI BOON TING
The retirement workshop elevates the value proposition I bring to my clients. With the CPF Projection toolkit, clients can quickly see value and that makes me more referable.
And with confidence in the planning process, I'm able to close sizable annuity programmes.
LIM FUNG MING
I like how the CPF Projection toolkit is comprehensive and yet simple to use - my favourite is the Dashboard where clients can quickly get a visual of the planning process and see how my recommendations can make sense to them. I am now more confident with the value proposition that I can bring to my clients with regards to their retirement planning. Thanks Kevin!
It was one of the best learning experiences I had in the
past couple of years, it helps me strengthen my understanding about CPF and retirement planning. With the toolkit provided,
it will give me a better positioning when I meet my prospective clients in the future.
JERAINE ONG
As a practitioner, Kevin shared how to effectively communicate the topic on retirement planning with the use of the CPF Projection Toolkit. The toolkit itself is very comprehensive and organised as well. Thank you!
TEO BOON CHIA
Kevin is a very knowledgeable trainer and he was very patient in going through the course materials. The course is well structured, detailed and very helpful in my learning. Highly recommended for anyone who wants to learn more about retirement planning.
YVONNE HAN
The Programme is enriching and the trainer’s experience in knowledge will benefit you! Worthwhile investment to get yourself upskilled!
CANDY ANG HUI PENG
Kevin simplifies the retirement planning concepts and strategies into digestible information. Highly recommend to attend even if you are a seasoned planner.
The workshop content is well organised and the CPF Projection toolkit is indeed impressive and detailed by taking into consideration of CPF LIFE and their existing resources to do the projection so that we can show case how much is the retirement fund needed for our clients to plan.
The in-depth knowledge shared on retirement planning and CPF was extremely helpful! I have definitely gained insights and skills
from this workshop! And I look forward to utilising the CPF Projection toolkit on my clients to provide them with clarity and certainty on how their retirement life will look like.
After attending the Retirement Planning with CPF Projection Toolkit course, I felt very confident to apply the methodology as Kevin made the points simple, and practical such that you can take what you learnt to the market immediately.
I had a wonderful time during the course as the pace was good with plenty of opportunities to ask questions. This course provided us with good CPF knowledge and the toolkit will be very useful to help clients better understand their retirement position and a great tool to engage with prospects.
This is a really wonderful course where I’ve really learnt loads of useful information on weaving in CPF as part of retirement planning as well as approaches in engaging clients on the topic of retirement! Great delivery by Kevin too. He’s super knowledgeable!
This course is great and a "should attend" for all practitioners! The CPF Projection Toolkit is easy to understand and surely aesthetically pleasing for clients to be engaged! Thanks Kevin!
Kevin is extremely knowledgeable with regards to my queries and he was patient with my constant questions as i was still very new to retirement planning. The course was well executed, and was an eye opener for me as to how comprehensive retirement can be. With this new found knowledge and toolkit, i believe i can educate those around me better in achieving financial independence
Kevin is very knowledgeable in CPF and retirement planning and I gained valuable insights on how I can better plan for my clients. The 7-Point Retirement Planning Framework covered in the workshop wasvery useful too.
This programme is beneficial for new agents and experienced agents. There were lots of information that were made easier and concise for the participants. The toolkit is exceptionally useful for our presentation and to do ground work with our clients, and there would be lots of engagement between us and clients.
EVELYN XU
BERNICE LEOH
RAYNOR WEE
ALAN WONG
NORMAN LIM
SHANIA CHIA
ESTELLA TAN
Kevin is very knowledgeable and an excellent coach. The course content has really brought me to the next level in retirement planning and I am excited and look forward to sharing with clients.
CHAN KONG MENG
GWEN LOH
I have benefited greatly from the course. I know it will help me to engage my clients and potential clients in a more professional and specialised manner.
Thank you Kevin for being so patient and engaging.
Love the detailed sharing and update of current CPF rulings. It reinforces that CPF plays huge part to affect one's retirement in the years to come. The toolkit is so helpful and easy to use, to help clients see in a nutshell and watch out for pitfalls/negative cashflow. Highly recommend this course! :)
MARILYN SIM
Chiam Jin Hui
Kevin is really professional in his delivery of this course. The toolkit as well is a really exceptional tool which allows FCs like us to standout from others.
YIREN CHUNG
BENSON CHAN
I have previously attended a similar workshop too but I found the toolkit given then was too complicated to use whereas for Kevin's, it's very easy to understand and there's even a summary for clients who are not so into numbers. Thank you Kevin!
JEREMY NG JING YANG
MICHELLE LEE CHIU SHUEN
In this programme, we will cover...
...and MORE!
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REFRESHER WORKSHOP
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IBF Programme Code : TGS-2023039860
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Full day 9:30am - 5:45pm via online ZOOM
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Inclusive of a personalised CPF Projection Toolkit
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Full programme fee : $899
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Nett fee payable (after 30% IBF-FTS subsidy) : $629.30
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Nett fee payable (after 70%** IBF-FTS subsidy, capped at $500) : $399.00
** For Singapore Citizens aged 40 years old and above
* FTS-Eligible
This programme is recognised under the Financial Training Scheme (FTS) and is eligible for FTS claims subject to all eligibility criteria being met.
Please note that in no way does this represent an endorsement of the quality of the training provider and programme. Participants are advised to assess the suitability of the programme and its relevance to participants’ business activities or job roles.
The FTS is available to eligible entities based on the prevalent funding eligibility, quantum and caps. FTS claims may only be made for recognised programmes with specified validity period. Please refer to www.ibf.org.sg for more information.