High Net Worth (HNW) Mastery Workshop

IBF Accredited Programme (FTS): TGS-2025056423

1 Day Course: 9.00 am to 5.30 pm

Course Fee before IBF subsidy: $500

Singaporeans below age 40 or SPRs, after 30% IBF subsidy: $350

Singaporeans age 40 & above, after 70% IBF subsidy: $150

We're committed to helping you rise above the ordinary

This course is designed to give you:

✅ A premium perspective on the HNW market
✅ Practical strategies you can apply immediately
✅ An edge that sets you apart when working with discerning clients

About this course:

Imagine having the frameworks, skills, and confidence to connect with affluent clients, build lifelong trust, and guide them through complex financial decisions using the CFP® process. This immersive one-day program empowers financial consultants and wealth managers to position themselves as indispensable advisers to HNW individuals.

Designed around real-world application, behavioural insights, and client-centric planning strategies, this workshop blends technical knowledge with emotional intelligence to help you unlock exponential growth in your business and relationships.

Learning Outcomes:

Participants will be able to:

✅Understand the behaviours, values, and expectations of HNW clients

✅Integrate the CFP® six-step process effectively into HNW engagement

✅Build authentic personal brands that appeal to affluent individuals

✅Apply emotional intelligence to drive deeper, long-term client relationships

✅Gain confidence in leading transformative client conversations and strategies

✅Leverage real-world case studies to overcome barriers to trust and influence

✅Craft actionable positioning and prospecting strategies tailored to the HNW market

Download Course Brochure

STEVEN YAM

CIAM, ChFC, CLU, FChFP

PRINCIPAL TRAINER, COACH AND MENTOR

Steven Yam is a veteran in the insurance industry with over four decades of success in sales, leadership, and human development.

With 42 years of experience—including 22 years as a dedicated mentor, coach, and experiential trainer—Steven has empowered thousands of financial professionals to break through barriers, redefine their success, and create lasting impact in both their personal and professional lives.

A Quarter Century Member of the prestigious Million Dollar Round Table (MDRT), Steven has consistently exemplified excellence, having served and inspired top producers across Singapore and the region. His career is marked by an unwavering commitment to growth, authenticity, and transformation.

As a transformational trainer, Steven designs and facilitates powerful experiential workshops that go beyond technical skills. His unique training style blends heart, honesty, and deep reflection, challenging participants to examine their mindset, beliefs, and behaviors. Through his guidance, advisors discovertheir inner strength, reconnect with their purpose, and gain theconfidence to take bold, authentic action.

Steven believes that extraordinary results don’t come from doing more, but from being more. In his programs, participants don’tjust learn—they awaken. They leave with clarity, courage, and arenewed vision for their lives and careers.