Sales-Based Training

Certificate in Wealth Management Planning

This course and associated professional designation, Certified Wealth Planner (CWP), is designed to provide attendees with the fundamentals of wealth accumulation, preservation and management for high-net-worth individuals. Attendees consider time value of money principles, the measurement of investment risk and return, the asset allocation process, insurance products in the wealth management process, business ownership and planning, as well as retirement and estate planning considerations. This module will also cover the comprehension of the major concepts underlying global laws and regulations related to wealth management planning.

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Gold Trainers

There are real estate companies who believe in quality service with excellent customer commitment and ethical principles. This is reflected in their Sales Training Methodology. We conduct corporate real estate training for these highly-esteemed companies.

ERA [Syllabus]	DTZ [Syllabus]

Silver Trainers

There are real estate companies who always been always been providing hign-calibre service to their clients.

Roof Real Estate Group [Syllabus]	First Tree [Syllabus]	Dennis Wee Real Estate [Syllabus]
C&H Group [Syllabus]	Orange Tee [Syllabus]	Knight Frank [Syllabus]