UT ILP Investment Sales Master Class

The New Light UT ILP Investment Sales Master Class is an IBF approved programme which aims to change the way financial advisors look at investment sales. The Master class follows an evidence-based approach to ensure that your customers generate profits from pooled investment products (Unit Trust, Investment-Linked Policy and Exchange Traded Fund). To download the syllabus click here.

This Master class is conducted over 4 sessions spread across 4 days and covers the following topics

(Hover on the image to see what you will learn that day)

Day 1

The Truth About Long-Term Investing
(Understand the Fundamentals)
90 min

Day 2

Apply Long-Term to Global Equities, Asia ex Japan Fixed Income etc.
(Communicate and Present Effectively)
120 min

Day 3

What to Do When Markets Fall
(How to Ask for Top-Up)
120 min

Day 4

What is a Good Fund & How to Talk on Markets
180 min

Feedback from Master Class Attendees

Stanley Fu Financial Services Director (SteadFast Associates, AIA)

My team and I are glad that we attended Amit's class during the Covid's heightened period. As practitioners, we found the tools and statistically proven data very useful in supporting our investment recommendations. The real training often starts after the class. I have seen vast improvements in my team's performance and the growth in investment sales, speaks volume on the effectiveness. I highly recommended practitioners to attend UT ILP Investment Sales Master Class programme if you want to embark on a meaningful investment journey with your clients.

Edmund Ang Senior Vice President (Summit Planners Invictus, Manulife FA)

I have known Amit since 2018 when his company, New Light Pte Ltd started providing unit trust (UT) and investment linked policy (ILP) sales coaching to my team. Since then, I have made it a point to ensure that all my financial advisors undergo the New Light UT ILP Investment Sales Master Class. The Master Class ensures that my FA have a clear understanding of how to set-up their customers for investment success. I agree with Amit that only when customers make profits on their investments will financial advisors achieve more sales.

Junhao Cai Master Financial Consultant (Prudential Assurance Company)

Amit is very knowledgeable and experienced in the ins and outs of the investment market, particularly unit trusts. He was able to break down complicated topics into simple to understand concepts, backed up with facts and calculations. I have attended his investment course and gained many valuable insights into how funds work under the hood, and how to present ideas to clients using his simple-to-use and interactive investment game. If you are a financial practitioner who wants to deep dive into the space of investment consulting, I would recommend attending Amit's course.

Jason Goh Financial Advisory Director (Financial Alliance)

I recently attended Amit's UT investment sales coaching. Amit taught with great passion and infectious enthusiasm. He brought clarity to fundamental investment concepts, which are essential for any advisor who wants to see his customers make profits. There were interesting role-plays too, which gave us some pressure and got all of us excited to rehearse the concepts. Amit's class is strongly recommended. Experienced practitioners should from time to time refresh their understanding of what works in investing. If new advisers learn these, their path to success will be so much easier šŸ™‚

Course Fees

  • The total cost of the Master Class is $900/pax.
  • IBF Funding of 30% is available for Singapore citizens below 40 years of age. For Singapore citizensĀ  above theĀ  age of 40 years, 70% IBF funding is available. Funding is capped at $500 per courseā€™. For Singapore permanent residents 30% IBF funding is available irrespective of age.
  • Under IBF net fee model, participant only needs to pay the unsubsidized portion of 70% ($630) or 30% ($400).
  • Payment is to be made before the commencement of the class and can be made via PayNow.Ā 
  • This funding scheme is valid from 1 January 2023.

Terms and Condition

  • You are required to complete the workshop to be eligible for the IBF funding.
  • Preferred method of course delivery is in-person training.Ā 
  • We reserve the right to levy a penalty for wilful failure to complete the course.
  • Upon completion of the course, you will qualify for 8.5 CPD hours.
  • IBF terms & conditions apply
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