Why Choose PFS?
Since 2018, we have been helping our advisors to increase their sales and clear their MDRT goals. We'll teach you a prestige methodology to position yourself as a leading financial advisor and give the advice your clients want to hear.
Increasingly educated clients aren't looking for advisors who only tell them to get a plan for better coverage or capital growth. They're looking for advisors who can give them expert and justifiable financial advice that the average advisor does not provide. Once we show you how to give your clients a service that exceeds their expectations, you will establish your credentials as the go-to expert in their contact list, and ringfence your clients from any other advisor.
What Our Graduates Say
Kaylee (MDRT Qualifier)
PFS is a valuable professional development process with an excellent coaching program. I had head knowledge of the advisory process previously, but it was not true mastery. Now, clients no longer view me as an insurance agent but look to me for financial advice. This built my confidence when approaching high income earning clients.
Mathias (MDRT Qualifier)
This course is one-of-a-kind and beneficial. I acquired valuable and other relevant financial and investment knowledge during the 1-1 coaching, how to walk the client through the PFS report and implement the proposed financial strategy. 100% recommendable.
Kristen (MDRT Qualifier)
The course teaches unique planning concepts for pragmatic goals. It takes care of ALL financial goals planning e.g. real estate investment and car purchase. The planning process is complex - thick report and many numbers. The 1-1 coaching helps me put into practice what I learnt effectively and add value to my client's life in my advising.
Gladys (MDRT Aspirant)
PFS deals with numbers but also has a soft aspect that constructs an emotional story which appeals to clients. It provides clarity for my clients to see the rationale behind my proposals and closes bigger premium cases. PFS helps me keep in step with clients so that my clients will not out-grow me. Now, my clients can feel confident when recommending me to their friends.
Norman (MDRT Qualifier)
PFS is a one of a kind planning instrument that empowers Advisers to bring immense value to their clients' lives.
It is rare to see a tool that can paint a financial roadmap, helping clients see a bigger picture and make sound financial decisions. Such outcomes are frequently overlooked by other financial tools today.
I feel that the beauty of PFS is shown when it caters to very specific clients' needs and goals. This planning methodology systematized and logicalised advisers' recommendations.
Coupled with Joseph's close guidance and patient mentorship, my financial advisory practice is enhanced and better equipped with the ability to have deeper conversations with my clients.
Cheng Huann (MDRT Qualifier)
I have found the Personal Financial Strategy (PFS) course to be very helpful as it provides a good recap on the fundamental and advanced financial planning concepts.
The 5/10-Days course also includes practical sessions which enabled me to do role plays with different scenarios to sharpen how best I may identify the clientele fit for my business presentations and communications with them. The different role play scenarios allowed me to explore and think on how I can better communicate and connect with my clients, which is very key in my job.
Joseph, the principal trainer, is passionate about his work and has been my coach and mentor. I would encourage those who have not attended PFS Course to consider as it is a well-structured course, which will enhance your professional competency.
Cassandra (MDRT Qualifer)
The PFS course is a detailed and strategic process that the client embarks with the advisor to empower them to navigate and attain their various financial goals with added confidence and clarity. More than just a course, the mentor-mentee approach helped to facilitate the learning process, and changed my view of how advice can be dispensed for clients in the journey of financial planning with them.
10-Day Training
Apr 2023
12-Week Coaching
From Jun 2023
IBF STS Programme Course Fee (Elementary & Advanced):
$8,000 + $8,000 = $16,000
STS course fee subsidy, subject to prevailing $3,000 grant cap (Elementary & Advanced):
$3,000 + $3,000 = $6,000
Course Fees Payable (Elementary & Advanced)
$5,000 + $5,000 = $10,000
What You Will Receive
- The Secrets & Skills of Our Prestige Methodology
- Insights from an Industry Veteran
- Integrated & Holistic Advisory Tool
The STS course fee subsidy will be awarded only when upon fully completing the courses and passing the necessary assessments. The STS funding is available for courses commencing from 1 January 2023.
Still have questions?
Write to us using the form provided to enquire more.
FREQUENTLY ASKED QUESTIONS
Q. Why is the course fee so high?
A. We groom our students to be leaders of the financial advisory industry. The course fee is high, but we are confident the return on investment is higher.
Q. How do I know if the course is suitable for me?
A. At PFS, we want the best for you. Therefore, we only enroll students the course is suitable for. An assessment and interview will be conducted prior to course admission. If you have received an invitation of admission, we’re confident that you have a high chance of achieving the average sales results of our past PFS advisors.
Q. How do I know if I am able to manage at this point of time?
A. We’ve helped advisors clear their MDRT goals within 6 months. Our experienced coach will map out a viable roadmap after consultation with the advisors to ensure the highest success outcome.
Personal Financial Strategy
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