Financial Parenting Masterclass

Raising financially capable and responsible children. Gain specialized frameworks and for helping parents answer tough money questions from their kids.
MODE OF TRAINING
Online, In-Person
DATE
March 26, 2026
-
March 27, 2026
TIME
9:00AM – 6:30PM
AVAILABLE FUNDINGS
IBF-STS Funding, NTUC UTAP Funding
Nett Fee (After IBF Funding)
Singaporeans aged 40 & above
$600* (U.P $2000)
Singaporeans below 40 & All PR
$1000* (U.P $2000)
*NTUC members may enjoy UTAP funding with 50% reimbursement on out-of-pocket expenses, capped at $250 or $500 per year."
DIFFICULTY LEVEL
Easy

Aim

The Financial Parenting Masterclass is designed to move you beyond portfolio management and position you as an indispensable family wealth advisor. You will gain the specialized frameworks, grounded in behavioural science and advanced planning models, to guide clients through one of their most pressing non-portfolio concerns: raising financially capable and responsible children. Learn to facilitate meaningful conversations about family legacy, structure effective wealth transfer strategies for the next generation, and provide actionable advice on everything from first investments to instilling a strong financial work ethic. Mastering these skills will deepen client loyalty, foster multi-generational relationships, and give you the confidence to navigate the complex family dynamics that underpin lasting financial success.

What You'll Learn

By the end of the workshop, participants will be able to:

• Apply personalised financial planning frameworks for families.

• Help clients teach their children about money in age-appropriate, engaging ways.

• Evaluate and select suitable financial products for family needs.

• Implement strategies for budgeting, insurance, investment, and legacy planning.

• Resolve family financial conflicts with empathy and insight.

Target Audience

Working adults seeking empowerment to take control of their financial well-being, Wealth Managers, Financial Advisers, Insurance Advisers, Estate Planners, Will-Writers, Bankers, Relationship Managers

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About the Trainer

31 Years of Financial Practice

Certified Financial Planner & Master Money Coach

MDRT Lifetime Member & Top 10 Financial Planner Award Finalist

Author of Raising Financially Savvy Kids

Creator of the Money Junior Board Game

Ernest is an ordinary mid-age Singaporean, has achieved financial success after going thru life with 2 retrenchments; his first retrenchment was when he was only 32 and second one when he was 36. He started and restarted his financial business twice from ground zero.

He started out with nothing and setting out to build his wealth like a millionaire. He learned and applied money lessons taught by like Robert Kiyosaki, T Harv, Anthony Robbins, etc which has made him a millionaire today.

While he was an Employee for 16 years, he tried to fulfill his dream as a Business Owner but end up as a Self-Employed. He started 7 business failed 6 and succeed only 1. But that didn’t stop him from his dream to be a Business owner by seeking mentors from various successful people. Through success and learning experience he turned that knowledge into a wealth that many just dream of. In the process, he has not only build his millions but accumulated a wealth of experience.

With 31 years of experience in the financial industries, Ernest has acquired many awards like Qualified COT member, MDRT Lifetime member, Certified Financial Planner, Master Money Coach and Money Trainer & Facilitator. In 2018, he was recognized the top 10 finalist Financial Planner Award for the Financial planning works that he has done for his clients.

It is this vast wealth experience and knowledge that Ernest has that empowered him to write his first book – Raising Financially Savvy Kids to support parents & young couples with positive money habitudes that children can model after so that there is money harmony within the family and seeking more self-made millionaire in his club.

Currently he has couple streams of passive income which give him the freedom of choice of working. Ernest is embarking his next life journey to empower individual with more clarity on their money values, beliefs, habits and dreams so as to forge a stronger relationship with money and business so that everyone can achieve financial abundance in their lifetime and to build more millionaires!

Ernest enjoys most while working with young children, teenagers, their families and teachers for the last 15 years in the area of Financial Literacy. He believes in empowering teachers and parents with practical money skills so that they can empower kids to grow up with the right money habitudes, values, behaviors, beliefs and to forge a strong relationship with money. He has taught hundreds of young children on values of money through many money workshops for children and parents.

Ernest is the financial expert and great money coach to listen to when you are intimidated by your finances. He knows how to bring couples, teenagers and parents together to work on distress financial matter that often threatens to divide them. His powerful and easy-to-use program will help kids, teenagers, couples and singles of all ages to acquire new financial and wealth habits that would empower them to save, invest and to materialize their dreams regardless of their existing financial situation.

More About Trainer →

Frequently Asked Questions

Why should I sign up for an IBF-accredited course?
a) Singapore Citizens and PRs enjoy IBF funding up to 70%, making professional development more affordable.
b) Nett fee is fully payable by SkillsFuture Credits (Except Mid-Career Transition credits), resulted in $0 cash outlay
c) Each IBF-accredited course is rigorously reviewed by the Institute of Banking and Finance (IBF) to ensure it meets industry-recognized standards and is aligned with the national SkillsFuture frameworks for Financial Services.
What is the requirement to enjoy the IBF-Funding?
a) You must be a Singaporean or PRs
b) The funding quantum depends on the age group and citizenship
- SG Citizens 40 & above, enjoy IBF-STS 70% funding
- SG Citizens below 40 & PRs, enjoy IBF-STS 50% funding

c) Nett fee is fully payable by Skillsfuture credit, except the Mid Career Transition credit of 4k.
d) You must fulfil the min attendance of 75% and pass the relevant assessment to be eligible for the IBF Funding
What if I have exhausted my Skillsfuture Credit?
a) You may pay the nett fee in cash
b) If you are an NTUC member, you may claim UTAP Funding and reimburse back 50% out-of-pocket expenses, capped at $250 or $500 per year
c) The claim amount depends on your age group and learner must submit the claim themself within 6 months after course completion
What are the steps to claim Skillsfuture Credits?
Go direct to this Link: https://www.myskillsfuture.gov.sg/content/portal/en/e-services/e-services.html
✅ Click Check & Claims Skillsfuture Credits
✅ Click Submit Claim (first tab next to Claim Status)
✅ Course code: As registered
✅ Course Start Date: As registered
✅ Total amount in invoice: $XXX
✅Amount of credits to claim: $XXX (Depends on your credit balance)
✅Upload invoice and submit.
✅ Once done, please share the screenshot showing the pending status. 
How do i submit claim for UTAP Funding?
1) Check Eligibility: Ensure you are a paid-up NTUC Union member and your chosen course is UTAP-supported.
2) Pay Nett Course Fee: Pay the course fee after all other subsidies (like SkillsFuture) have been applied.
3) Complete Your Course: Achieve at least 75% attendance and pass any required assessments.
4) Submit Claim Online: Log in to the NTUC U Portal within 6 months of course completion and submit your claim with the required documents (invoice and certificate).
5) Receive Reimbursement: Get your reimbursement (up to $500) directly from NTUC via GIRO.

More information can be found from:
https://www.ntuc.org.sg/uportal/programmes/union-training-assistance-programme

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