Training Course
Build trust, shape decisions, and become the advisor clients remember.
Enhanced Sales Advisory Techniques (E-SAT)
Duration: 1.5 Days (12 Training Hours)
Format: Interactive Workshop | Class Size 10–20 Participants
Assessment: None
The Enhanced Sales Advisory Techniques Course (E-SAT) is a practical, skills-based workshop designed for financial advisors and wealth management associates who aspire to scale up and handle increasingly complex client planning conversations.
Through the E-SAT framework, participants learn to engage clients through purposeful storytelling, structure proposals that guide informed decisions in advanced financial and estate planning scenarios, and communicate with clarity to strengthen trust and create potential centres of influence for referrals.
By the end of this programme, participants will be able to:
- Apply distinct storytelling methods to capture and sustain client engagement.
- Structure proposals that guide clients to make informed and confident decisions in complex financial and estate planning scenarios.
- Communicate sophisticated concepts and recommendations clearly and concisely through structured point-form explanations.
This programme is suitable for:
- Financial Advisors and Wealth Planners seeking to enhance client engagement and advisory delivery.
- Relationship Managers and Consultants managing high-value or multi-generational clients.
- Professionals transitioning into advisory roles who wish to develop effective communication and presentation techniques.
The workshop combines facilitator-led discussions, live demonstrations, and guided practice of E-Camp’s 16 core techniques. Participants will
- analyse real-world advisory cases,
- practise storytelling,
- prepare proposal frameworks, and
- receive personalised feedback to build immediate client-meeting confidence.
Trainer
Designed and Conducted by Eliss Chen
Wealth Management & Estate Planning Specialist | Creator of the ELISS Method™
Holistic Estate Planning Course
(offered by Financial Perspectives)
Duration: 2 Days (14 Supplementary (Non-Core) CPD Hours)
Format: Interactive Workshop | Class Size 15–40 Participants
Assessment: 1-hour online Multiple-Choice Question (MCQ) Assessment
Fee: $2180 (after GST). Funding available. Please refer to the brochure for more details.
The Holistic Estate & Legacy Planning (HELP) Professional program is a 2-day application-focused course designed to equip financial planners and bancassurance specialists in Singapore with advanced skills in practicing holistic estate and legacy planning.
Participants will gain practical knowledge and hands-on strategies to integrate estate and legacy considerations into holistic financial planning, ensuring clients' financial objectives, business continuity, and family wealth succession are met in a professional and client-centric manner.
By the end of this programme, participants will be able to:
- Gain an understanding of Estate Planning and the various instruments for Estate Planning such as Wills, Trusts, Business Succession Models
- Apply the three tenets of holistic estate and legacy planning into business ownership and financial planning process
- Construct personal financial plans with an emphasis on integrating estate and legacy needs into the planning process
- Apply holistic estate and legacy planning approaches, includes the effective use of estate planning instruments, such as Wills, Trusts and Business Succession Models
This programme is suitable for:
- Financial Advisors and Wealth Planners seeking to include Estate Planning into their scope of services
- Consultants looking into expanding the quality of engagement with their clients on legacy planning.
- Relationship Managers and Consultants who is looking to be the family advisor.
The course consists of
- Case Study-Based Learning
- Group Simulations, reverse learning, role-play and discussion
- Document Analysis Practice
- Application based Learning to design holistic estate and legacy plans with insurance & investments tools
Trainer
- Designed by Financial Perspectives
- Conducted by Eliss Chen
Wealth Management & Estate Planning Specialist | Creator of the ELISS Method™
Certified Financial Planner (CFP®) Module 3 Tax and Estate Planning
Are you a financial planner looking to achieve a international recognised financial planning certification? The CFP® is a rigorous training program which provides financial planners a comprehensive coverage on various financial planning topics and knowledge.
As a trainer covering the tax and estate planning, Eliss will be able to cover all the essential knowledge a financial planner needs to know in an effective way. Participants will be able to grasp the complex topic effectively to be able to advise the clients the broad picture on tax and estate planning for their financial health.
This programme is suitable for:
- Financial Advisors and Wealth Planners seeking to achieve their CFP® Certification
- Consultants looking into developing a good understanding on both taxes related to individuals in Singapore and Estate Planning instruments
By the end of this programme, participants will be able to:
- Increase the participant’s knowledge and skills in the area of tax planning, by providing an overview of the major components of tax.
- Understand the process of Estate Planning
Trainer
- Designed by Financial Perspectives
- Conducted by Eliss Chen
Wealth Management & Estate Planning Specialist | Creator of the ELISS Method™
