Singapore University of Social Sciences

Digital Skills for Financial Planners (CET136)

Applications Open: 26 June 2019

Applications Close: 07 October 2019

Next Available Intake: 21 October 2019

Course Types: Short Course, SkillsFuture Series

Language: English

Duration: 2 days

Fees: $1400

Area of Interest: Business Administration, Digital Media, Finance, Information Technology, Others, Science & Technology

Schemes: Lifelong Learning Credit (L2C)

Funding: SkillsFuture

Next Available Intakes: 21 & 22 October 2019
Level: Basic
Duration: 2 days (14 training hours)
Venue: Singapore University of Social Sciences
Minimum number to run: 25 participants


IFPAS-SUSS Joint Training (Digital Skills for Financial Planners) is a jointly curated workshop by Insurance and Financial Practitioners Association of Singapore (IFPAS) and SUSS. In this workshop, financial planners will learn about social media and digital marketing platforms, and implementing actions with analytical support from customer data.

Who Should Attend

Financial Planners


  • Data Analytics and Visualisation
  • Social Media and Digital Marketing

Learning Outcomes

A. Knowledge and Understanding (Theory Component)

By the end of this course, you should be able to:

  • Describe the usefulness of analytics and visualisations.
  • Interpret and discuss graphical presentation of information.
  • Explain and discuss digital and social medial marketing concepts.

B. Key Skills (Practical Component)

By the end of this course, you should be able to:

  • Apply good design principles to develop graphical charts.
  • Construct useful charts using MS Excel.
  • Use appropriate digital and social media channels and techniques to drive more awareness, engagement and conversion from leads to sales.


Sequence of schedule may be subject to change.

Day 1
09:00 - 09:30Course Overview
09:30 - 11:00

Analytics: Concepts and Applications

11:00 - 11:15Break
11:15 - 12:30Hands-on: Using MS Excel for analytics and visualisations
12:30 - 13:30Lunch
13:30 - 16:00Hands-on: Applying useful design principles to developing useful charts
16:00 - 16:15Break
16:15 - 17:30Hands-on: Building charts to better understand customer profiles and portfolio
17:30 - 18:00Assessment
Day 2
09:00 - 09:30Basic Marketing
09:30 - 10:30Part 1 - Understanding Wix with hands-on
10:30 - 10:45Break
10:45 - 12:00Part 2 - Understanding Facebook and Instagram with hands-on
12:00 - 13:00Part 2 (continuation) - Understanding Youtube with channel creation
13:00 - 14:00Lunch
14:00 - 15:00Part 3 - Content Marketing
15:00 - 15:15Break
15:15 - 16:00Part 3 (continuation) - Content Marketing
16:00 - 18:00Part 4 - Social Monitoring


  • Quiz


  • Attendees have to bring along their own laptop installed with Microsoft Excel read and write functions
  • Attendees need to have a personal Facebook account (LinkedIn account would be great too)

About the Trainer

Trainers will consist of SUSS lecturers and associates who are already teaching related courses.

cet136-jamesTanDr. James Tan
Dr. James Tan is Head of the Business Analytics programme in SUSS. He holds a PhD degree from Monash University, Australia. His teaching and research focus is on applications of analytics. He has also been involved in many analytics projects; and some examples include anomaly detection, fraud detection, and service analytics.

cet136-adrianyeowDr. Adrian Yeow

Dr. Adrian Yeow is Senior Lecturer at School of Business, Singapore University of Social Sciences where he teaches accounting information systems, accounting analytics, and digital marketing. Prior to entering academia, Adrian was a Product and Business Development Manager for various major Singapore telecommunications and Internet companies. He was awarded a Senior Tutor Scholarship from Nanyang Technological University in 2003 to pursue his Ph.D. in USA. He was a faculty at Nanyang Business School with the Division of ITOM until 2014. Adrian has a Ph.D. from the R.H. School of Business, University of Maryland, College Park and a Bachelor of Communication Studies (1st class honours) from NTU. His current research is focused on orchestration of organizational collaboration in integrated healthcare systems in Singapore and USA and the role of dynamic capabilities in digital strategies. Adrian has published over 40 journal articles, case studies, and international conference proceedings. He currently consults and conducts research for local hospitals and regional IT projects.

cet136jimmywongDr. Jimmy Wong
Prior to his academic career, Dr. Jimmy Wong worked for various corporations across a wide range of industries including FMCG, electronics, and pharmaceutical. His expertise in the area of sales and marketing management was developed during his employment at multinational companies such as Unilever and Johnson & Johnson. To enhance his skills, he pursued an MBA program at Nanyang Business School (NTU) in Singapore followed by a PhD in Consumer Research at the University of Illinois (USA). Since then, Dr. Wong had lectured and conducted workshops in different universities across the USA, Australia, and Singapore. His research was published in various business journals including Journal of Services Research and the European Journal of Marketing. Now, lecturing in SUSS, he continues to participate in part-time consulting projects with local enterprises and adopts an industry-led approach in his seminars.

Application Procedures

Please submit the following documents to Y2V0QHN1c3MuZWR1LnNn:

  1. Coloured copy (back and front) of NRIC for Singaporeans and PRs, or "Employment"/"S" Pass for foreign applicant
  2. Recent payslip or income statement (For WTS scheme only)
  3. Application form

Course Fee

International ParticipantsS'poreans (aged below 40) and PRsSkillsFuture Mid-Career Enhanced Subsidy1
(S'poreans aged 40 and above)
Workfare Training Support2
(S'poreans aged 35 and above, and earn ≤ $2,000 per month)
Enhanced Training Support for SMEs3
Full Course fee (A)$1400$1400$1400$1400$1400
SSG grant (70%) (B)-($980)($980)($980)($980)
Nett course fee (A) - (B) = (C)$1400$420$420$420$420
7% GST on nett course fee (D)$98$29.40$29.40$29.40$29.40
Total nett course fee payable, including GST (C) + (D) = (E)$1498$449.40$449.40$449.40$449.40
Less additional funding if eligible under various schemes (F)--($280)($350)($280)
Total nett course fee payable, including GST, after additional funding from the various funding schemes (E) - (F) = (G)$1498$449.40$169.40$99.40$169.40

1 Mid-Career Enhanced Subsidy: Singaporeans aged 40 and above may enjoy subsidies up to 90% of the course fees.
2 Workfare Training Support: Singaporeans aged 35 and above (13 years and above for Persons with Disabilities) and earning not more than $2,000 per month may enjoy subsidies up to 95% of the course fees.
3 Enhanced Training Support for SMEs: SME-sponsored employees (Singaporean Citizens and PRs) aged 21 and above may enjoy subsidies up to 90% of the course fees.

  • Participants are required to achieve at least 75% attendance and/or sit and pass any prescribed examinations/assessments or submit any course/project work (if any) under the course requirement.
  • The course fees are reviewed annually and may be revised. The University reserves the right to adjust the course fees without prior notice. Singapore University of Social Sciences reserves the right to amend and/or revise the above schedule without prior notice.

SkillsFuture Credit

For SkillsFuture Credit, please refer to Please note that SkillsFuture credit must be approved by SSG before course payment.

For clarification, please contact the Centre for Continuing and Professional Education (CCPE) via the following:

Telephone: +65 6248 0263
Email: Q0VUQHN1c3MuZWR1LnNn
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