Investment Masterclass: Strategies and Techniques to Supercharge AUM Growth - November 2026

Program Overview

Your clients can buy funds without you. They cannot buy judgement without you. In the last five years, financial planners across Singapore 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 information asymmetry that built the profession has collapsed. 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. That asymmetry is the new ground the profession defends. This course teaches you to defend it.

Key Takeaways

Six working frameworks developed for use by our mentoring groups, packed into an Excel workbook:

• 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

Course Delivery

This 4-hour program is delivered through mini-lectures, structured case discussions, and applied worked examples. Upon successful completion of this program, you will be awarded the Certificate of Completion and 4.0 non-core CPD Training Hours.

Course Fee

S$500 per participant, before GST

Funding

This course is recognised under the Financial Training Scheme (FTS) and is eligible for FTS claims subject to all eligibility criteria being met. FTS provides up to 70% course fee subsidy support for direct training costs subject to a cap of S$500 per candidate per course.