The field of financial counselling addresses one of the most urgent and growing needs of our time. The number and complexity of financial issues that ordinary people must face have grown dramatically.

As people come under the stress of financial decisions (either for personal or business purposes), they would invariably seek out those who can provide the much needed assistance that is both objective and applied. They need to know the implications of their decisions and the consequences if things do not go well. Financial counselling is specifically help-oriented, personalized and focuses on leading them into financial wellness.

Based on the immense experience and successful work of award-winning financial counselor Dr. Ronald W Wall (Association for Financial Counselling and Planning Education, USA), this course will equip you to serve a dire need in our society today.

In this two day course, you will:

• Know about learning organisation, how they work and who governs them
• Understand the implications and consequences of financial distress including bankruptcy.
• Develop the skills to help clients identify, clarify, explore, evaluate, decide and take appropriate actions in their financial situation.
• Learn how to respond to common client questions and language needed for successful communication.
• Learn to work with other agencies to facilitate successful financial counseling
• Participate in role play to enhance effectiveness in engagement.

Course Content

• Lesson 1: Financial Counseling Overview 
• Lesson 2: Regulating Lenders in Singapore
• Lesson 3: The Business of Lending
• Lesson 4: Credit Reporting
• Lesson 5: Borrowing-When Things Go Wrong
• Lesson 6: Legal and Illegal Assistance to Borrowers
• Lesson 7: Rules of Engagement In Financial Counseling
• Lesson 8: Processes And Tools In Financial Counseling

Target Audience

Suitable for financial practitioner, educators,  counsellors and social service practitioners who work with individuals or groups in helping them to achieve overall wellness in financial monetary affairs.

Training, Exam, Certification Institution    

Insurance and Financial Practitioners Association of Singapore (IFPAS) is the strategic marketing partners and Certification body. Well College is the training provider and Examination institution.

Entry Criteria 

1. Course applicant should ideally have more than one year of practical experience in financial industry and have pass mandatory licencing examinations set by Mandatory Authority of Singapore(MAS)
2. Possess the Associate Financial Consultant(AFC) title, or completed ChFC Module 1 [Financial Planning: Process and Environment] conducted by Singapore College of Insurance(SCI) or its equivalent pre-requisites.