STRATEGIC FINANCIAL ANALYSIS FOR FAMILY OFFICE ADVISORY AND MANAGEMENT
Programme Overview
As one of the leading private banking and wealth management centres in the world, Singapore has emerged as the preferred location for an increasing number of Asian families to consolidate their wealth. As the financial sector continues to transform with wider integration of technology and evolving business models, it is important for professionals to be equipped with new skills and competencies.
The objectives of the course are to build a good understanding in participants on strategic investment and financial analysis, strategic decision-making for investment and financial performance, and how to evaluate financial reports for investment and financial performance.
Course Duration: 11 hours (10.5 CPD hours)
Venue: Via Zoom
Who Should Attend
Professionals serving the high net-worth and family office segments, including family office advisors and management personnel, wealth planning professionals, private bankers, financial planners and family trust consultants
Assessment & Certification
Participants are required to attain 100% attendance and pass the associated assessment in order to receive a Certificate of Completion issued by SGT Academy.
Fees and Funding (Commencing before 1 Jan 2023 and Completed no later than 31 Mar 2023) accurate as at 26 Sep 2022
| Net Fees in S$ (before GST) after eligible IBF-STS Funding | Singapore Citizens below 40 years old / Permanent Residents | Singapore Citizens aged 40 years and above | International Participants |
| Self-sponsored and company sponsored individuals | $990 | $330 | $3,300 |
Note:
Fees shown are after IBF-STS funding. These may be subject to change, according to prevailing funding terms and conditions from IBF. IBF-STS funding is available to eligible institutions and qualified individuals, subject to fulfilling minimum attendance requirements and passing of assessment. For more information on funding terms and conditions, please click here.
Guest Speaker
Stanley Tan
Stanley is a professional investment manager with more than 20 years of working experience in financial and investment management, consultancy and training. His working experience includes private and public multi-asset capital markets: research, origination, structuring, syndication, and placement at DBS Vickers, BNP Paribas, CLSA, DNB Markets, PropNex and FundedHere.
Chew Kok Poon, CA (Singapore)
Kok Poon is a member of the Institute of Singapore Chartered Accountants (ISCA). He has more than 20 years of working experience in financial management, general management, business consultancy and training. He has worked in a wide range of industries including industrial automation, retailing/trading (both industrial and FMCG), oil & gas, in businesses ranging from start-ups to MNCs. Some of his achievements include streamlining & coordinating merger & integration, restructuring of businesses and the set-up of new business ventures.
Kok Poon holds an Advanced Certificate in Training and Assessment (ACTA) and is a strong believer in talent. He is passionate about helping learners in career progression and maintaining employability.
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Course : Strategic Financial Analysis for Family Office Advisory and Management
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