1. Practical Estate Planning for Sales Growth
marketing partner
Su ccess St ories
An attendee increase her regular premium case by another $20,000+ per
year using ideas taught on Day one.
A junior agency manager closed 2 regular premium cases ($12,000+ and
$18,000+) immediately after the course.
A financial planner increased a case size from $2,000 annual premium to
nearly $35,000+ regular premium.
An idea learned in class gave a financial services planner a $60,000+
premium case.
A high-value practical course with an estate planning kit which you can apply to your current practice
immediately — to get ahead and stand out from the crowd!
training provider
2. Profile of trainer
Bernard Lim CFP® CSFE® AFCouns® FSWW, is the
founder and principal trainer of Wealth College
(division of Wealth Hub Pte Ltd). With more than
20 years of experience as a financial service pro-
fessional, he has been able to translate his skills
and knowledge into transferrable ideas through
his practical training. Bernard’s training ideas and
concepts have inspired many MDRT producers
(including Top-of-the-Table and Court-of-the-
Table).
He has designed and delivered highly-rated
courses ranging from broad-based financial education and counselling to
specialized subjects like estate planning. His L.i.F.E.™ (Living in Finan-
cial Excellence) Program has received rave reviews from attendees
around the world including the USA – the well-respected Personal Fi-
nance Employee Education Foundation (Washington DC). His financial
counselling programs have been very well-received by the civil service
while his training in estate and legacy planning has reached more than
2,000 financial service professionals through banks, insurers and IFAs
around the region. He is in constant demand for training and speaking
engagements to the affluent market, civil service organisations and
professional bodies.
Bernard is in constant demand as a speaker including the Million Dollar
Round Table in 2007 (Denver-Colorado, USA) and the National Financial
Congress 2013. He is an adjunct trainer and course developer for the
Singapore Management University’s Financial Training Institute. He has
also been interviewed on Asian Wall Street Journal, the Straits Times,
Business Times and Radio 93.8 Live. He volunteers as a financial coun-
sellor, was a member of the IFPAS Alliance STAR Team (on MAS FAIR
issues) and the founder of the FinCARE® community services initiative
by the financial services industry.
A Starter Kit complete with a sales
presentation cum sales scripts, work-
sheets plus other deliverables. E.g.
Estate Analysis and Planning (EstAP)
worksheet, Document Management
Exercise (DoME), Personal Asset &
Document Inventory (PADI).
3 fully days of lectures, role plays and
case studies/discussions.
Closed-book exams of 50 multiple-
choice questions conducted separately.
Entry criteria
Course applicants should ideally have
more than 1 year of practical experi-
ence in the financial services industry
and have passed mandatory licensing
exams set by the MAS.
Possess the Associate Financial
Consultant (AFC) certification,
or completed the ChFC® Module 1
(Financial Planning: Process and
Environment) conducted by Singapore
College of Insurance; or its equivalent
as pre-requisites.
This course is approved for listing on the Financial
Training Scheme (FTS) Programme Directory, at a 50%
funding level of programme fees subject to all eligibility
criteria being met. Refer to www.ibf.org.sg for full details, or
email: fts@ibf.org.sg.
