High Net Worth Client Mastery Programme

Exclusively crafted for discerning financial advisers aspiring to secure and serve high-net-worth clientele, this intensive 6-day programme represents the pinnacle of professional development in legacy planning and client acquisition. Curated and delivered by two luminaries of the industry—Mr Peter Tan and Mr Darren Tan Zi Hong—it distils decades of proven success into a transformative curriculum of unparalleled depth and practicality.

Mr Peter Tan, a legendary figure in Singapore’s insurance landscape, built and led the nation’s most formidable organisation, cultivating generations of top-tier advisers. As a high-net-worth individual himself, he offers unrivalled insight into the mindset and motivations of affluent clients. Complementing him is Mr Darren Tan Zi Hong, a preeminent legacy planning authority and Master Trainer whose expertise is sought after across the financial advisory community. Their synergy ensures participants gain not just knowledge, but the refined acumen to command respect in elite circles.

The programme unfolds over six meticulously structured days, blending sophisticated legacy-planning strategies, advanced HNW psychology, persuasive communication frameworks, and hands-on networking mastery. Participants emerge equipped with the confidence, relationships, and closing techniques to elevate their practice to serve Singapore’s most influential families. This is not mere training—it is your gateway to distinction among high-net-worth advisory.