LIFETIME INCOME MASTERY

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Trainer: Darren Chew
Duration: 20 Hours

Required Skills:

Basics in Microsoft Excel

IT Savvy

Proficient in Mathematics

Upcoming Course Dates :
11, 18 August (7:00pm – 10.30pm) & 13, 20 August (9.00am – 4:30pm) August Intake via Zoom

A course suitable for any individual to acquire the ability to build and manage their own multi-asset portfolios that are able to generate lifetime income for their retirement needs. It is designed for investors who are serious in planning and implementing insurance and investment plans for their retirement goals.

Programme Objectives:
  • Assist participants in understanding the intricacies of Personal Financial and Protection needs
  • Help participants maximize their CPF and SRS strategies
  • Familiarize participants with Multi Asset criterias and methods (Stocks, Bond, REITs, Unit Trust and Retirement/Saving plan selection)
  • Equip participants with Portfolio and Risk Management skills

Learning Outcomes:
  • Acquire the ability to create your own portfolio that fits criteria of lower volatility and inflation-hedged returns
  • Generate stable Lifetime Income using various assets class such as Stock and shares, Bonds, REITS, Unit Trust and Saving/Retirement plans
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  • Analyse your own Finances.
  • Protecting Downside Risk.
  • Maximising your CPF returns.
  • Growing Wealth with SRS.
  • Generating Passive Income with Bonds.
  • Picking Value Stocks for Dividends.
  • Everything you need to know about REITs.
  • How experts select Unit Trust.
  • Dissecting Saving, Retirement and Annuities Plans.
  • Becoming your own Wealth Manager and create Your Own Lifetime Income.
Darren is currently a Financial Services Director with one of Singapore’s leading and award-winning Financial Institutions, leading a team of Financial Services Consultants and Remisiers. He is also a (CFP) Certified Financial Planner Professional and (ChFC) Chartered Financial Consultant. He is also an Associate Estate Planning Practitioner, Ordinary Member of Financial Planning Association of Singapore (FPAS).

Darren graduated from NTU with a Second Upper Honors degree in Mechanical Engineering. Besides that, he also acquired a degree in Chinese Language and Culture, and a Graduate Diploma in Financial Management to further pursue his interest. He then made a career switch from the engineering field to join the financial services industry in 2005 and he specializes in performing Comprehensive Financial Planning, Wealth Management and Investment Planning. In his maiden year of joining this industry, he achieved the Top 10 Advisers Award. Other awards that he had attained include the Million Dollar Round Table, Chairman’s Roundtable and Phillip Elite.

Darren is very active in conducting seminars educating the public on the financial literacy. He believes that through sound financial planning, he can help his clients accumulate wealth and attain their perfect lifestyle. He has been invited on radio stations 93.8Live and Capital 95.8FM, as well as several live interviews on Channel News Asia – Asia Business First where he shares his views on the market.

Participants are eligible for IBF enhanced course fee subsidies up to 90%.
Eligible Individuals Include:

  • Company-sponsored individuals or self-sponsored participants
  • Singapore Citizens or Singapore Permanent Residents, physically based in Singapore
  • Successfully completed IBF-STS recognized programme (Achieve min. 75% attendance and pass all assessment components)

For self-funding individuals

Programme(s) Commencing from 1 July 2022 onwards

For Singaporeans
below the age of 40 & Singapore Permanent Residents of all age groups
Lifetime Income Mastery Course Fee

$1,500

Add 7% GST

$105

Deduct Enhanced Funding Support (70%) – Inclusive of GST

$1123.50

Total fee payable by self-funded individual

$481.50

For Singaporeans Aged 40 and above
Lifetime Income Mastery Course Fee

$1,500

Add 7% GST

$105

Deduct Enhanced Funding Support (90%) – Inclusive of GST

$1444.50

Total fee payable by self-funded individual

$160.50

This support is in addition to wage support provided under the Job Support Scheme, announced at the Resilience and Solidarity Budgets.

For more information, please refer to the links above in “this course eligible for”.

Terms and conditions apply.

Participants are eligible for IBF enhanced course fee subsidies up to 90%.
Eligible Individuals Include:

  • Company-sponsored individuals or self-sponsored participants
  • Singapore Citizens or Singapore Permanent Residents, physically based in Singapore
  • Successfully completed IBF-STS recognized programme (Achieve min. 75% attendance and pass all assessment components)

For company-sponsored individuals

Programme(s) Commencing from1 July 2022 onwards

For Singaporeans
below the age of 40 & Singapore Permanent Residents of all age groups
Lifetime Income Mastery Course Fee

$1,500

Add 7% GST

$105

Deduct Enhanced Funding Support 70%) – Not including GST

$1,050

Total fee payable by self-funded individual

$555

For Singaporeans
Aged 40 and above
Lifetime Income Mastery Course Fee

$1,500

Add 7% GST

$105

Deduct Enhanced Funding Support (90%) – Not including GST

$1350

Total fee payable by self-funded individual

$255


TAG is available for training programmes commencing between 1 Jul 2021 and 30 Jun 2022 (both dates inclusive) and completed no later than 30 September 2022
​Training Allowance Grant (TAG) at $10 per training hour for eligible company-sponsored individuals (paid out after course completion)

For completing this course

$200

This support is in addition to wage support provided under the Job Support Scheme, announced at the Resilience and Solidarity Budgets.

For more information, please refer to the links above in “this course eligible for”.

Terms and conditions apply.

  • IBF Programme Code
P190314QHK
  • SkillsFuture Programme Code
TGS-2019507394
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