The fundamentals of comprehensive planning.
Over three days, you'll learn to apply the PFS™ deep-analysis approach to a client's full financial picture — and to prioritise and stress test clients' multiple and conflicting preferences, built around clients' life goals.
Trusted by high-performing advisors.
“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. Joseph, the principal trainer, is passionate about his work and has been my coach and mentor. I would encourage those who have not attended the PFS Course to consider it, as it is well-structured and will enhance your professional competency.”
“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.”
“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.”
“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.”
“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. I feel the beauty of PFS is shown when it caters to very specific clients' needs and goals — systematising and logicalising advisers' recommendations. Coupled with Joseph's close guidance and patient mentorship, my advisory practice is enhanced and better equipped to have deeper conversations with my clients.”
“The PFS course is a detailed and strategic process that the client embarks on with the advisor to navigate and attain their various financial goals with added confidence and clarity. More than just a course, the mentor-mentee approach helped facilitate the learning process, and changed my view of how advice can be dispensed for clients in their financial planning journey.”
Ready to begin with the 3-day foundation?
Register your interest and we'll be in touch with intake dates and funding details.