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How to be a Successful Financial Consultant

Achieve all your goals and rise to the top of the industry!

How to be a Successful Financial Consultant

Selling insurance and financial services in today's market requires a totally different game plan and skills than it did just a few years ago. While the products may still be similar, the customer acquisition and follow-up process has changed significantly.


With the Do Not Call registry, the rising popularity of social media and messaging apps, the traditional methods of networking, cold calling, prospecting, and even customer acquisition is no longer effective and in some cases even illegal.

In this program, you will learn numerous tools & strategies that will help you acquire loads of warm qualified leads, implement an automated system to keep in touch with them, and subsequently make an appropriate recommendation when the client is ready to buy.

By capitalizing on social media and marketing automation software, you will be able to achieve in minutes the amount of business activities that previously took you weeks and even months to perform. Social media and digitalization have taken over a large part of our lives and will have a greater impact going forward. The ability to embrace and leverage it will significantly enhance your effectiveness, productivity, and success.


This program is conducted over 3 days and covers the following topics:


How to find loads of high quality clients on social media

Social Media Prospecting for Financial Consultants


How to reach out to thousands of customers and keep in touch with them easily and effortlessly

Customer Relationship Management & Automation


Financial Planning Made Simple


How to easily identify the customer's needs and close the sale within 30 mins


Training Dates for 2022

Nov 2022

14 Nov 2022 9.30 am to 1.00 pm Monday (Half day)
15 Nov 2022 9.30 am to 1.00 pm Tuesday (Half day)
16 Nov 2022 9.30 am to 1.00 pm Wednesday (Half day)
17 Nov 2022 9.30 am to 1.00 pm Thursday (Half day)
18 Nov 2022 9.30 am to 5.30 pm Friday (Full day)

Training Fees:

  • The total cost of the 3 days program is $1,350/pax.

  • IBF Funding of 90% for Singaporeans age 40 and above applies.

  • Permanent residents and Singaporeans age 39 and below will qualify for 50% funding.

  • The participant only needs to pay the unsubsidized portion of 50% ($675) or 10% ($135).

  • The payment is to be made before the commencement of the session and can be paid via PayNow. The instructions to make payment will be found in the invoice that will be sent after you register.

Terms and Condition


  1. You are required to complete the workshop and assessment (if any) to be eligible for the IBF funding.

  2. Training will be conducted via Zoom. It is a requirement to switch on the video at all times during the training session. This is a compliance requirement. Failure to do so may result in a withdrawal of the funding for the individual involved.

  3. If you are unable to attend all the sessions, you can attend make-up sessions within 2 months.

  4. Upon the completion of the course, you will qualify for 21 CPD hours

Target Audience

Financial Services Consultants
Insurance Agents
Insurance Brokers
Anyone Selling Insurance or Financial Services
Target Audience



Calvin Lee

Digital Agency Leader of the Year 2019

On top of other systems and processes we have, the work done on email automation is definitely a consideration when I won the Digital Agency Leader of the Year Award. It helps us to be more efficient and productive, using such email automation technology.


Thaddeus Gay

Senior Financial Services Manager

My client told me she just saw the email and wanted to ask me about it. So I explained more and managed to schedule an appt the next day. She also said she will bring down her cheque. I was totally blown away by its effectiveness.


Samantha Lim

Master Financial Consultant

Thanks for a great session on Email Prospecting. It was very useful and I was surprised at the speed of response from my prospects. A simple mailer sent to a group of 22 secured the first deal in 30 mins! Wow.

3 Days Program:

The Syllbus


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