Applied Principles of UT/ILP Investing

Applied Principles of UT/ILP Investing 1

The New Light Applied Principles of UT/ILP Investing 1 is an IBF approved programme which applies the principles learnt in our foundational programme, UT/ILP Investment Sales Master Class, to the areas of dollar cost averaging, factsheet application, sector funds & markets with declining demographics. Our evidence-based approach prepares your customers to generate profits from pooled investment products (Unit Trust, Investment-Linked Policy and Exchange Traded Fund). To download the syllabus click here.

Applied Principles of UT/ILP Investing 1 is conducted over 4 sessions spread across 2 days and covers the following topics

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

Day 1 Session 1

The Truth About Dollar Cost Averaging
(Learn where dollar cost averaging has worked and where it hasn’t)
120 min

Day 1 Session 2

When Theory Fails
(See how declining demographics and market intervention affect long-term investing)
120 min

Day 2 Session 1

About Sector Funds
( Apply our long-term framework to sectors funds and see the risks involved)
120 min

Day 2 Session 2

Applying Factsheet in Sales
(Understand factsheet information and apply it to your sales process)
120 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 🙂

Course Fees

The total cost of the Applied Principles of UT/ILP Investing 1 is $850/pax.
IBF Funding of 30% is available for Singapore Citizens below 40 years and for Singapore Permanent Residents irrespective of age. For Singapore Citizens above the age of 40 years, 70% IBF funding is available. Funding is capped at $500 per course.
Under IBF net fee model, participant only needs to pay the unsubsidized portion of 70% ($595) or 30% ($350).
Payment is to be made before the commencement of the class and can be made via PayNow.
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.
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 CPD hours.
IBF terms & conditions apply