Social Media Marketing for Financial Adviser Representative

Lead generation through a strategic social media campaign and client personas for targeted marketing for financial advisers
Corporate Inquiry
MODE OF TRAINING
Online
DATE
April 23, 2026
-
TIME
9:00AM – 6:30PM
AVAILABLE FUNDINGS
IBF-STS Funding, NTUC UTAP Funding
Nett Fee (After IBF Funding)
Singaporeans aged 40 & above
$255* (U.P $850)
Singaporeans below 40 & All PR
$425* (U.P $850)
*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

In today’s digital landscape, social media is a powerful tool for financial advisers to connect with potential clients, build credibility, and generate leads. This course equips financial professionals with the knowledge and skills to strategically leverage social media marketing while ensuring compliance with industry regulations. Financial advisers will be equipped to execute a results-driven social media strategy that enhances client acquisition and business growth.

What You'll Learn

Upon completion of the programme, the participants be able to:

• Differentiate the different types and purpose of social media marketing platforms
• Identify the 6 steps of planning a social media marketing campaign
• Create a Facebook Business Page
• Develop a client persona
• Create a profile list for audience targeting
• Understand PDPA and MAS requirement for the financial advisory industry
• Create a compliant disclosure statement
• Produce a Facebook advertisement
• Evaluate a Facebook advertisement

Target Audience

  • Financial Advisers
  • Relationship Managers

Download Our Lesson Plan

Download PDF

About the Trainer

  • Working with individuals for their protection an retirement since 1998
  • Helping families to achieve their objectives of wealth accumulation, preservation and distribution
  • Clientele includes business owners and PMETs
  • Certified Financial Planner™
  • Fellow Chartered Financial Practitioner
  • Associate Estate Planning Practitioner (AEPP®)
  • Advanced Certificate in Training and Assessment (ACTA)
  • MOE Register Trainer
  • People’s Association Trainer
  • Professional Diploma in Leadership & People Management
  • Professional Diploma in Service Leadership
  • Certified Enneagram Practitioner
  • Wealth Accumulator (Bronze, 2004)
  • Million Dollar Round Table (2004)
  • International Sales Convention (2004)
  • Appointed lecturer for the prestigious CFP® programme
  • Conduct training for new advisors.
  • Design financial literacy programs for the sales team
  • Conduct Train-The-Trainer session for new trainers
  • Conduct programs on financial literacy, creative and innovation to primary, secondary and students from IHL.
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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