Financial Planning Mastery Program
Master the art of goal-oriented financial planning with our comprehensive 12-week intensive program starting September 2025
Reserve Your SpotTransform Your Financial Planning Skills
Our Financial Planning Mastery Program isn't just another course. We've spent three years refining this curriculum based on real client outcomes and market feedback from over 200 participants.
You'll work with actual case studies from Taiwan's financial services sector, learning methodologies that have helped professionals increase their client retention rates and build more sustainable practices.
- 12 weeks of hands-on learning with industry practitioners
- Real client scenarios from Taiwan's financial landscape
- Small cohorts of 15 participants maximum
- Weekly mentoring sessions with certified planners
- Access to professional-grade planning software
- Networking with established financial professionals
Your Learning Journey
Each phase builds on practical skills you'll use immediately. By week 12, you'll have completed three full client planning scenarios.
Foundation & Assessment
We start with financial psychology and client assessment techniques. You'll learn why traditional planning often fails and how behavioral finance changes everything. Week 3 includes your first practice client consultation.
Goal Architecture
This is where most planners struggle - turning vague dreams into actionable financial roadmaps. We'll teach you our goal-mapping framework using real cases from Taiwan's middle-class families facing education and retirement planning.
Strategy Development
Product selection, risk management, and timeline optimization. You'll work with actual market data and learn portfolio construction that makes sense for Asian financial markets and family structures.
Implementation & Monitoring
The final phase covers client communication, plan adjustments, and ongoing relationship management. You'll present a complete financial plan to a panel of practicing professionals and receive detailed feedback.
Learn from Practicing Professionals
Bertram Holmefjord
Senior Financial Planner
Bertram has guided over 300 families through major financial transitions in his 15-year career. He specializes in cross-border planning and has particular expertise with Taiwan's unique financial landscape including property investment and multi-generational wealth transfer.
Signe Dahlström
Behavioral Finance Specialist
Signe brings psychological insights to financial planning. Her research on Asian family financial decision-making patterns has been published in three professional journals. She'll teach you how cultural factors influence financial goal setting.
Tomás Kerrigan
Portfolio Strategy Director
Tomás manages portfolios worth over $200M and teaches our advanced strategy modules. He'll share real portfolio construction techniques and help you understand how institutional thinking applies to individual client planning.
September 2025 Cohort
This program is designed for working professionals. All sessions are scheduled for evenings (7-9 PM) and Saturday mornings (9 AM-12 PM). We understand you have existing commitments and have structured the program accordingly.