Specialist Diploma in Financial Advisory Services

 

Designed for diploma graduates who are keen to gain deeper insights into the provision of financial advisory services and wealth management, the part-time Specialist Diploma in Financial Advisory Services course aims to equip students with the skills and knowledge to:

  • Acquire new clients and build client relationships;
  • Create sound financial plans to assist clients in reaching their financial goals;
  • Explain how the investment products meet clients’ needs;
  • Perform data analytics for investment and marketing purposes.


Target Participants

New financial consultants who wish to gain deeper insights into the provision of Financial Advisory Services.

 Course Information

Course Date:

14 October 2019

Course Duration:

Part-Time / 1 year

This course consists of 2 Post-Diploma Certificates (PDC)

Course Frequency:

Block Learning
April Semester: Post-Diploma Certificate in Marketing & Financial Planning
October Semester: Post-Diploma Certificate in Investment Products & Data Analytics
Investment Products & Development

  • Lessons: 30 Oct to 1 Nov (Wed to Fri) and 4 Nov to 5 Nov (Mon Tue) , 9am to 6pm
  • Test: 15 Nov (Fri)

Data Analytics for Investment & Marketing

  • Lessons: 4 Dec to 6 Dec (Wed to Fri) and 10 Dec to 11 Dec (Tue to Wed). 9am to 6pm
  • Test: 18 Dec (Wed)

Application Period:

29 April 2019 - 30 June 2019

 Course Fees

Course Fee Per Post-Diploma Certificate

Workfare Training Scheme (WTS)1 

$155.88

SME-sponsored Singapore Citizens

$290.88

Singapore Citizens aged 40 & above

$282.48

Singapore Citizens aged below 40

$410.88

Singapore Permanent Residents

$1,104.24

Others & Repeat Students

$2,760.60



For more details, please click here.

(nett fee payable inclusive of GST)
1Please refer to www.workfare.sg for more information on WTS
MOE subsidy will not be applicable for students who repeat a module or semester.
Fees payable is based on per MC.
The course fees will be reviewed by MOE on an annual basis and adjusted accordingly.

 Career Opportunities

Successful financial consultants with demonstrated sales record and capability to retain investable assets can look forward to career progression to become sales team leader / manager. Those with higher levels of success can aim to seek employment in priority banking or private banking


 Contact Us

 
 

Temasek SkillsFuture Academy 
(East Wing Block 1A, Level 3, Unit 81)

What You Will Learn

To be awarded the Specialist Diploma In Financial Advisory Services, participants are required to complete a total of 2 Post-Diploma Certificates (PDCs). A certificate will be issued upon successful completion of each PDC.

Post-Diploma Certificate in Marketing & Financial Planning

Subject code Subject
BCAF011

This subject focuses on the management of interactions with customers so as to attract, retain, and create strong relationships. Participants will also be introduced to ethical and regulatory considerations specifically related to the provision of financial services. The knowledge of investment products and financial planning translates effectively into sales when participants are trained in client acquisition and relationship management.

BCAF010

This subject introduces participants to the process of performing needs analysis through the different phases of an individual’s life cycle so as to identify gaps in the financial plan. 

The application of content and skills is consolidated in a case that requires participants to prepare personal financial statements for clients and project the outcomes of the financial plan into the future; including meeting retirement needs.

Post-Diploma Certificate in Investment Products & Data Analytics

Subject code Subject
BCAF009

This subject seeks to provide participants with a framework for analyzing major financial instruments, their basic characteristics and different risk-return profile from an investment perspective. 

The application of content and skills is consolidated in a case which simulates a real-life scenario where participants will be required to deconstruct structured investment products into their plain vanilla constituents.

BCAF012

This subject introduces students to the concepts and techniques of interrogating data to derive useful knowledge and patterns that can help financial institutions gain business insights for decision-making. 

Participants will be introduced to concepts and techniques of turning data from various sources into information useful to financial consultants for identifying emerging investment trends and client needs.

Modes of Assessment

The assessment would be based on 100% coursework with role play, written tests, case studies, assignments and projects. 

Minimum Entry Requirements

  • The minimum admission requirement is a Polytechnic Diploma.
  • Holders of other equivalent academic qualifications will be considered on a case-by-case basis.

Apply Now

Application Procedures & Enquiries

Submit on-line application via: https://cetoas.tp.edu.sg/Account/Logon

Temasek SkillsFuture Academy
Temasek Polytechnic
(East Wing Block 1A, Level 3, Unit 81)
21 Tampines Ave 1
Singapore 529757

Opening Hours
8.30 am to 7.00 pm (Mon to Fri)
Closed on Sat, Sun & Public Holidays

Contact Details
Tel: 6788 1212
Email: tsa_acadcet@tp.edu.sg
URL: http://www.tp.edu.sg/tsa

Temasek Polytechnic reserves the right to alter the course, modify the scale of fee, amend any other information or cancel course with low enrolment.

Last updated 1 November 2017