IFPAS Workshop: Integrating Investments into Everyday Financial Advice

Session Synopsis

Protection is an important foundation of financial planning—but to serve clients comprehensively, integrating investment solutions is essential.

Join us for this practical and interactive session designed for financial advisers looking to strengthen their investment advisory capabilities. Discover how investments can be seamlessly woven into client conversations, how they complement other financial solutions, and how to respond confidently to common investor concerns.

This workshop will equip advisers with the tools and confidence to guide clients in building long-term wealth alongside risk management.

Workshop Learning Objectives

1. Understand why investment is a key pillar in comprehensive financial planning
2. Learn how to incorporate investment into routine client conversations, starting from their life goals
3. Gain confidence in addressing common investor objections and concerns

Workshop Outline

• The Big Picture: Financial Planning Beyond Protection
  • Framing investment as part of holistic advice, not a separate sale
• Making the Shift: Mindset and Skillset for Investment Conversations
  • How to transition from product-led to advisory-led dialogues
• Integrated Advice Flow: From Fact-Finding to Recommendations
  • Where and how to introduce investment options naturally
• Common Client Concerns and How to Address Them
  • Is now a good time to invest?
  • What if the market crashes?
  • My trading can yield better returns than that.
• Q&A and Interactive Wrap-Up

Who will this benefit?

Financial Adviser Representatives and Practitioners who are seeking to expand their skillsets to include investment advisory, with an interest in offering more holistic advice to clients.

Speaker’s Profile 

Mr. Danny Lee
Branch Director, Synergy Financial Advisers

Mr. Danny Lee has served as a branch director at Synergy Financial Advisers for the past 10 years and brings with him a wealth of experience across the financial advisory spectrum—from life insurance to investment, estate planning, and retirement advice.

Danny works closely with the Chief Investment Officer and serves as a senior adviser to the Investment Advisory Committee, where he contributes to investment portfolio strategy and fund selection.

His passion lies in investment advisory, helping clients design solutions that align with their goals and financial aspirations.

Prior to Synergy, Danny was with AXA Life Singapore, where he led agency teams in life insurance and financial services management.

Qualifications

• Certified Financial Planner (CFP®), FPAS
• Court of the Table (COT), MDRT
• Bachelor of Business (2nd Class Upper Honours), Nanyang Technological University
• Advanced Certificate in Learning and Performance, Institute for Adult Learning
• IBF Advanced (IBFA) Level 3, Institute of Banking and Finance

Professional Affiliations
FPAS, IBF, MDRT

Specialisation
Investment Advisory
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Linked-In

Terms & Conditions:

1. Registration closes on 22 May 2025 (4.00pm) or when fully subscribed. For enquiries on this workshop, please contact the Education and Training Department at 9615 3650 or email to studentsupport@ifpas.org.sg.
2. Please note that complimentary workshops where fees are waived off for members are applicable to active IFPAS members only, non-transferable and cannot be exchanged for cash. To check your membership status, kindly contact 9623 4326 or email to membership@ifpas.org.sg.
3. Registration should be submitted via Google Form. Direct registration via the zoom link will strictly not be entertained.
4. Seats are limited for Face-to-Face (FTF) option. IFPAS will inform the participant if the registration is successful for zoom or FTF.