FA Representatives in Singapore with 1–2 yearsof advisory experience who need to translate CPF and retirement concepts intopractical client conversations.

By the end of the course, participants should be able to:

• Explain key general insurance and corporate insurance categories relevant to SMEs and business owners.
• Explain the purpose and basic structure of Life in Group and employee-benefit arrangements.
• Identify business protection needs, including key person risk, shareholder risk, employee benefits, liability exposure and business-continuity risk.
• Integrate company insurance planning into the personal financial plans of directors, shareholders and key executives.
• Use AI-assisted business profiling to identify corporate insurance gaps and prospecting opportunities.
• Conduct a business-owner fact-find conversation and prepare a preliminary needs map.
• Develop prospecting approaches for SMEs, professional firms and owner-managed companies.

• Introduction to business risk
• General insurance overview
• Corporate insurance solutions
• Life in Group setup
• Integration into personal planning
• AI-enabled corporate risk profiler
• Role play and prospecting

Koh Poo Kwee (PK), CLU®/S, ChFC®/S, CFP®

With over a decade of industry experience, Mr Koh is a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®/S), Chartered Life Underwriter (CLU®/S), Chartered Accountant of Singapore (CA Singapore) and an accredited adult educator (ACLP). He currently serves as a lecturer, examiner, assessor, curriculum developer and textbook contributor with the Singapore College of Insurance, and has trained more than 1,000 financial consultants, delivered over 1,500 hours of professional training, and conducted numerous public financial education seminars.

What distinguishes Mr Koh is his unique combination of practitioner excellence and industry education. In addition to his credentials, he is also a proven practitioner, having qualified for the Million Dollar Round Table (MDRT) and the prestigious Court of the Table (COT) distinction for multiple years. These achievements place him among the top financial advisory professionals globally and reflect his ability to successfully apply advanced financial planning concepts in practice. Participants will benefit not only from technical knowledge, but also from practical insights and proven strategies derived from real-world advisory experience.

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Full Course Fee: S$545.00 (incl. of 9% GST)