Investment Masterclass: Strategies and Techniques to Supercharge AUM Growth
Your clients can buy funds without you. They cannot buy judgement without you.
In the last five years, financial planners have watched clients turn to YouTube for investment views and social-media personalities for portfolio decisions. The brochure-grade pitch about 'personalised service' no longer wins. What never collapsed is the asymmetry of judgement—the ability to form a dated, defensible view of the market, run a documented process on every client portfolio, calibrate to a specific client's circumstances, and execute with discipline when the market panics. This course teaches you to defend it.
The Challenge
Financial planners have watched their clients turn to YouTube for investment views, TikTok for stock picks, and social-media personalities for portfolio decisions. The brochure-grade pitch about 'personalised service' and 'holistic advice' no longer wins the conversation.
The Solution
The asymmetry of judgement — the ability to form a dated, defensible view of the market, run a documented process on every client portfolio, calibrate to a specific client's circumstances, and execute with discipline when the market panics. This course teaches you to defend it.
Course Objectives
Master a quarterly Macro Refresh Drill for a documented view of the cycle
Apply the A-B-C-D-E process to turn views into working portfolios
Build a Conviction Inventory of dated opinions on every recommended fund
Utilize a segment-fit framework matching allocation strategy to client segments
Leverage the drawdown-frequency frame to manage client panic
Execute a four-step fund analysis before recommending any fund
What You'll Learn
1. Section 1 — Stickiness
- •Build the relationship before the panic call, not during it
- •The pre-sale conversation that becomes the contract for what you do when markets turn
- •The 90-second response to the Thursday call
2. Section 2 — Market View
- •P-I-G-S — the four-engine model behind any defensible macro view
- •The Quarterly Refresh Drill
- •The Confluence Rule
3. Section 3 — The Portfolio Process
- •A-B-C-D-E — the five-letter discipline that turns a market view into a working portfolio
- •The 1-2-3-4-5 client script that wraps it
- •Hu’s 8 Investing Principles (胡说八道) — built for the room that resonates with wealthy Chinese clients
4. Section 4 — Allocation and Execution
- •Five allocation strategies, matched to client segment
- •Rebalancing rules
- •Moving Averages — how to use them, and how not to
- •The drawdown-frequency frame for the panic call
5. Section 5 — Applied Practice
- •The four-step fund analysis end-to-end on a real Global Equity sub-fund
- •The Conviction Inventory entry
- •The case where high conviction is still the wrong answer for this client
Upon Completion, You Will Be Able To
A quarterly Macro Refresh Drill — your documented view of the cycle, three live risks, conviction by asset class, and pre-decided triggers to revise.
The A-B-C-D-E process — a five-letter rhythm that turns your view into a working portfolio, repeatable and defensible.
A Conviction Inventory — your portfolio of dated opinions on every fund you recommend, with triggers for revision.
A segment-fit framework — the matrix that matches allocation strategy to client segment (mass market, retail affluent, SME owner, HNW).
The drawdown-frequency frame — the simple visual you pull out in the panic call when a client wants to sell everything.
A four-step fund analysis — docs, manager, components, opinion — the two hours of work you do before recommending any fund.
Who Should Attend?
✓ Financial Planners and Bancassurance Specialists
Advisers who have hit a ceiling between MDRT-level production and that elusive COT/TOT qualification they envision five years from now.
✓ Experienced Practitioners
Practitioners who recognise that the 'set-it-and-forget-it' portfolio conversation no longer holds the client's attention.
✓ Committed Advisers
Advisers willing to be uncomfortable about what they do not yet do well — the structured macro view, the documented process, the conviction inventory that survives a regulator's question.
Meet Your Trainer
Ronald Wong
TEP, MBA, CFP, ChFC, ChMA, AEPP
Ronald is Managing Director of Financial Perspectives. His consulting and teaching experience spans personal financial planning, business owners, high-net-worth clients, and family wealth and legacy planning. He develops professional curricula and teaches business and finance subjects for financial institutions and universities. He holds an MBA from the University of Birmingham and is a registered Trust and Estate Practitioner with STEP.
Experience: Consulting, curriculum development and professional education
Key Achievements:
- Managing Director, Financial Perspectives Pte Ltd.
- Credentials: TEP, MBA, CFP, ChFC, ChMA, AEPP
- Developer of the A-B-C-D-E process and P-I-G-S model
Course Fee & Funding
IBF-FTS Funding Available
This course 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 course. Participants are advised to assess the suitability of the course and its relevance to his/her business activities or job roles. The FTS is available to eligible entities based on the prevalent funding eligibility, quantum and caps. FTS provides up to 70% course fee subsidy support for direct training costs subject to a cap of S$500 per candidate per course subject to all eligibility criteria being met. Find out more at www.ibf.org.sg.
Find out more on www.ibf.org.sg
Upcoming Dates
30 November 2026
9:30 AM - 1:30 PM
High street centre #03-07/08 S179094 Singapore
Frequently Asked Questions
Ready to Transform Your Practice?
Join this course and gain the skills and confidence to serve your clients at the highest level.