DESIGNED FOR SINGAPORE’S FINANCIAL PRACTITIONERS: PRACTICAL, HIGH-IMPACT, AND MARKET-RELEVANT
Lifelong learning is more important than ever. As Singapore’s markets grow more complex and client expectations rise, finance professionals must continuously refine their expertise, stay ahead of industry trends and adapt to shifting regulatory landscapes.
Beyond individual growth, organisations that invest in CPD build high-performing teams, enhance corporate credibility and maintain a competitive edge in an increasingly sophisticated financial landscape. In a profession where knowledge is power, Continuing Professional Development is the key to unlocking sustained success.
CURATED BY TRIPARTE EXPERTS
Richard Ong
Senior Group Director and Founder of Acacia Wealth Group and Industry Speaker, Adviser Playschool
Richard is a seasoned professional with over 26 years’ experience in the financial services industry. He specialises in advisory, distribution, training and mentoring leaders. His vast expertise spans multiple areas of financial planning and wealth management, where he has consistently delivered value to both clients and organisations.
Benjamin Ang
Co-Founder, Adviser Playschool and
Vice-President, Singapore Insurance Institute
Benjamin has over 20 years’ experience in the financial services industry, with responsibilities spanning distribution, media and training. He is the co-founder of Adviser Playschool, an e-learning platform and leading training company that represents world-class speakers and trainers. He is also the founding editor of Money Playschool, an online financial literacy media outlet.
Zubaidah Osman
Country Director, EQWorld Australia, Enneagram Practitioner and Certified Global Emotional Intelligence Coach
Zuby Osman is a certified global emotional intelligence coach, Enneagram practitioner and the Country Director for EQWorld Australia. She is also a PhD Scholar at Flinders University, Australia, where she lectures MBA and undergraduate students. She leads her consultancy, contributing to Singapore’s Professional Ethics course for Kaplan Professional Australia.
Learning Content
Tailoring Wealth Management: The right investment choice
In Singapore, assessing an investment’s suitability for a client is a regulated and comprehensive process…
Tailoring Wealth Management: A comprehensive and structured approach
Tailored wealth management with trust solutions in Singapore are highly regarded, especially given the country’s robust regulatory framework…
HNW Market Lead Generation for Financial Planners & Advisers
Lead generation in the high-net-worth (HNW) market is essential for financial planners in Singapore because it offers access…
Succession Planning for Businesses
In Singapore, succession planning is particularly important due to its dynamic economy, aging population, and the growing trend for family-owned…
Youthful Finance: Acquiring Millennial and Gen Z Customers
Acquiring Millennials and Gen Zs as financial planning clients offers financial advisers a unique opportunity to expand their customer base by aligning…
Youthful Finance: Engaging and Growing Millennial and Gen Z Customers for Financial Planning
Millennials and Gen Z are reshaping the way financial advisers engage with clients, demanding more than traditional approaches…
Understanding Mental Health and Navigating Personal Well-being
In the fast-paced and high-pressure environments in the workplace, particularly in financial services, maintaining mental wellbeing…
Addressing Unconscious Bias in Professional Practice
Unconscious bias can significantly impact the financial services sector, influencing critical decisions around hiring, promotions and client relationships…
Building Resilience for Success as a Financial Adviser
The life of a financial adviser is rewarding but comes with its fair share of challenges. In Singapore, a leading global financial hub…
Basic Enneagram Fundamentals for Leaders
In financial services, where change is rapid and customer needs are always evolving, self-awareness is a vital skill for successful leadership…
Advanced Enneagram Mastery for Leaders
In today’s evolving financial services landscape, effective leadership requires heightened self-awareness and an in-depth understanding…
Developing Your Personal Brand and Acquiring Future-Ready Skills
Recent shifts in the financial services industry highlight the growing importance of personal branding and future-ready skills for financial…
Performance Power-Up: Goal Setting and Personal Development Plans
In today’s fast-paced financial services industry, setting clear goals and creating personal development plans (PDPs) are essential for maintaining…
Green Insurance in Singapore: Sustainable protection for a greener future
This module explores the evolution of green insurance, the societal and financial drivers behind its adoption, and the main product types currently…
Ace Your Digital Marketing Prospecting
This CPD module explores how financial practitioners at every career stage, from new advisers to seasoned leaders, can strengthen their brand and enhance their digital…
Building a Lasting Legacy: Philanthropic planning for businesses in Singapore
This CPD module explores how businesses in Singapore can develop effective philanthropic plans aligned with their values, business goals…
Create a tailor-made learning experience for your organisation
PARTNER WITH US
As the learning partner of choice for corporate organisations, Kaplan Professional has designed and delivered learning content and experiences to help organisations meet evolving continuing education needs. We empower our clients with access to our world-class Ontrack learning platform, designed to deliver an engaging, flexible learning experience. Whether you are looking to leverage our platform solution or integrate it into your own learning management system (LMS), we provide the flexibility and technical capability to support your organisation’s training needs.