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 the basic structure of Singapore individual income tax, including tax residency, taxable income, reliefs, rebates and progressive tax rates.
• Explain basic company income tax concepts relevant to SME owners, directors and key executives.
• Identify how tax considerations may affect CPF, SRS, retirement planning, insurance planning, business-continuity planning and executive benefits.
• Distinguish between general tax-awareness guidance and regulated tax advice requiring referral.
• Use AI-assisted tools to generate tax-planning checklists and client discovery questions.
• Conduct a tax-aware advisory conversation without giving unauthorised tax advice.

• Individual income tax basics
• Tax and personal financial planning
• Company income tax basics
• Business owner advisory opportunities
• AI tax-planning assistant
• Integration into daily planning
• 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)