Manulife Singapore unveils IBF-certified training programme for financial professionals

It is the first insurance firm in Singapore to offer IBF-certified programmes across three levels.

Manulife Singapore has introduced a new training programme for financial representatives certified by the Institute of Banking and Finance Singapore (IBF).

Building on Manulife’s broader ‘Always-learning’ culture, the programme helps financial representatives upskill and succeed in a highly competitive industry, enabling them to provide better quality, more holistic advice to customers.

Manulife’s training programme comprises two bespoke programmes that have been designed in-house to deliver on Manulife’s ambitions to be the most digital and customer-centric insurance company; as well as a leadership programme designed by an external vendor.

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The Level 1 programme provides foundational knowledge in the areas of regulatory compliance, client services, product training and solutions, digital tools and more. Training prepares financial representatives to apply these foundational skills in their routine tasks. More than 1,000 Manulife representatives are IBF Certified in Financial Planning Level 1.

The Level 2 programme provides skills training to onboard High-Net-Worth Individuals (HNWIs) in accordance with industry standards, Manulife’s policies and procedures; on client management and customer satisfaction for HNWIs.  Financial representatives who complete this course will be IBF Advanced (Level 2/3) certified.

The Level 3 programme was developed by LIMRA International, the Agency Management Training Course (AMTC). It is a 25-week course that builds skills critical to agency management. Its core modules include planning, recruiting, selection training and performance appraisal. 20 leaders have been selected to be part of this programme in 2022, and training is ongoing.

IBF Certification is an industry-endorsed mark of quality for finance professionals in Singapore. It is only awarded to those who have attained the required skills and competency as well as the years of relevant experience.