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Course Overview

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.

Application/Entry Requirement

The minimum admission requirement is a Polytechnic Diploma or ITE Technical Diploma/Technical Engineer Diploma/Work-Learn Technical Diploma.

 

Applicants who do not meet the entry requirements may be considered for admission to the course based on evidence of at least 5 years of relevant working experience or supporting evidence of competency readiness. Suitable applicants who are shortlisted may have to go through an interview and/or entrance test. The Polytechnic reserves the right to shortlist and admit applicants.

Who Should Attend

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

What You'll 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

Subject Code Subject
BCAF011 Marketing & Client Servicing

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 Financial Planning & Needs Analysis

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.

Subject Code Subject
BCAF009 Investment Products & Development

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 Data Analytics for Investment & Marketing

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. 

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

Course Schedule

Intake Info Application Period Course Duration

19 April 2021

02 November 2020 - 11 January 2021

1 Year

APPLY

Course Fees

Course fees per Post-Diploma Certificate

Fee Type Course Fees
(w GST) 
SME-sponsored Singapore Citizens & Permanent Residents S$291.72
Singapore Citizens aged 40 & above S$282.48
Singapore Citizens aged below 40 S$423.72
Singapore Permanent Residents S$1,117.08
Others & Repeat Students S$2,799.12

SkillsFuture Credit Approved. For more details, please click here

Course fees payable is based on per MC.

Course fees will be reviewed by MOE on an annual basis and adjusted accordingly.

MOE subsidy will not be applicable for students who repeat a module or semester.

 

With effect from 1 Jul 2020, the Workforce Training Scheme (WTS) will be replaced by Work Support Scheme (WSS), for more information, please visit:

https://www.wsg.gov.sg/programmes-and-initiatives/workfare-skills-support-scheme-individuals.html

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Course Contact

  • 67881212
  • 8.30 am to 6.00 pm (Mon to Thu)

    8.30 am to 5.30 pm (Fri)

    Closed on Sat, Sun & Public Holidays

  • Website: https://www.tp.edu.sg/tsa
  • Temasek SkillsFuture Academy
    Temasek Polytechnic
    East Wing Block 1A, 
    Level 3, Unit 81
    21 Tampines Ave 1
    Singapore 529757

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

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