Crafted by experienced advisors, for aspiring advisors

Equip yourself and be financially proficient

Our Wealth Advisory Training Ecosystem is suitable for those who are serious and aspire to be a successful Advisor in wealth management, insurance or financial planning industry. 

Our suite of training aims to guide advisors through the various stages of their careers. Whether is it a new entrant who has to deal with CMFAS or a seasoned advisor, we will have training modules that can create values for their existing customers.

Train With Experts

Benjamin Goh

Senior Lecturer at Singapore Institute of Technology

Percy Chong

Professional Trainer


Joseph Tan

Financial Practitioner

Fiona Teoh

Professional Trainer

Megan Tan

Interior Architect Designer