ILP Sales Masterclass - November 2026

Program Overview

Elevate your expertise in the Financial Services Industry through our ILP Sales Masterclass. This module integrates case studies, collaborative learning, and concise lectures to equip professionals with the skills to leverage Investment-linked policies (ILPs) effectively for diverse customer financial goals.

Learn to mitigate negative perceptions surrounding ILPs and explore tailored structures, benefiting various profiles from young adults to SME business owners. Discover suitable client segments for ILP recommendations, grasp the dual protection and investment aspects of ILPs, and analyze sub-fund fact sheets adeptly. This masterclass empowers you to skillfully apply ILPs to different client profiles, revolutionizing your ability to meet financial objectives for young adults, young children, and SME business owners.

Course Objectives

Participants will gain understanding and competency in applying Investment-linked policies (ILPs) to address different financial goals in a client-centric and holistic manner for different client segments. Participants will gain in-depth understanding of how to structure ILP policies for different client profile to meet different applications ranging from young adults to SME business owners, as well as avoid pitfalls in the structure.

• Understand the negative stigma about Investment-linked policies (ILPs) and how to address them
• Overview of different types of ILP plans, including grandfathered structures
• Understand the benefits of modern ILP structures and its benefits
• Compare ILP structure against buy-term-invest-the-difference
• Identify suitable client profiles and segments where ILPs are suitable recommendations
• Understand the protection and investment elements of ILP and how to analyse a sub-fund fact sheet
• Understand and apply ILPs to different client profiles: Young adults, Young children, SME business owners

Total Training Hours

4 hours (including 0.5 hour MCQ Assessment). Upon completion of this program, you will be awarded the Certificate of Completion and 4 non-core CPD Training Hours.

Who Should Attend

Financial Planners

Course Fee

$500 Per Pax

Funding

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 on www.ibf.org.sg

Facilitator

Ronald Wong - Ronald has a 3-E Mission in the Marketplace: to Educate the public about the importance of financial planning, to Encourage them to take practical actions for their financial future, and to Empower them to make the right choices with a positive attitude to take personal responsibility about their financial future.