3-Day Wealth Planning Masterclass

The 3 days Wealth Planning Master Class is developed to elevate financial practitioners' ability to deliver high-quality, client-centric advisory through robust product knowledge, analytical rigour, and technical application. This programme ensures participants are equipped to meet evolving client expectations, regulatory requirements, and industry benchmarks.

Key Benefits:

• Application-Focused Learning: Emphasises real-world advisory situations, enabling participants to assess suitability, interpret client gaps, and develop effective product strategies.

• Structured Product Mastery: Covers product structures, trends, comparison logic, and positioning—skills critical to providing compliant and differentiated advice.

• Competitive Edge Through Insights: Empowers advisors to analyse competitor offerings and evolving market forces, and articulate strategic responses in client-facing and internal settings.

• Practical Tools & Templates: Participants gain access to Proof-of-Concept templates, mapping frameworks, and advisory SOPs that can be applied immediately post-training.

This 3-Day Intensive Masterclass is an accelerated Kashgrowth Financial Professional Series workshop that condenses the same core Kashgrowth Series learning outcomes into a focused, instructor-led format. It is designed for professionals seeking a time-efficient yet immersive learning experience, combining live facilitation, peer learning, and practical application of the frameworks across all domains.

The program will be conducted through case studies, short lecturing, group discussions and sharing, personal reflections and peer learning. This program is designed using adult learning concepts. Gayne’s and/or KOLB’s design theories are applied together with sound design principles, effective retention strategies so that different types of learners (Visual/Audio/Tactile/Kinaesthetic learners) can achieve the learning outcomes and subsequently transfer and apply their learnings in their workplace.

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