Upgrading Courses

Our training & development programs allow our consultants to continuously learn and upgrade their product knowledge and technical skills. Our consultants have benefited heavily from some of internal & external courses such as technical training, product launches, investment webinars, sales propositions and estate management. In partnership with SkillsFuture, training programs such as relationship building and effective communication are also fully funded.

By enhancing their capabilities, our consultants are always well-equipped to value-add clients.

One-on-One Mentorship

We also provide additional opportunities for learning on the job via on-demand lessons. Consultants undergo weekly coaching, sales clinics, personal 1 on 1 trainings with their mentors to boost their skills. Such regular check-ins are critical to ensure a safe channel for formative feedback for individual consultants.

Soft Skills Development

We also believe in developing soft skills such as leadership, communication & service skills that are often applicable to their personal growth and client servicing. Through micro-learning programs that avoid overwhelming our trainees into 1 single long week, our bite-sized learning better allow skills progression to develop naturally.

By continuously investing in our consultants’ development and learning, we are always putting our people first and more firmly in the driver’s seat of their development.

In this age of digital transformation, we employ digital-first strategies as part of our efforts to stay agile. Learn to better anticipate your clients’ needs & recommend next steps by capitalising on the use of big data, social media and other advanced technologies invested by Forte. We can now assist to help our consultants understand and provide personalized coverage and engagement models that align in real time with their clients’ life stages and activities. 

“Gone are the days of roadshows and street canvassing” 

With the use of dynamic questionnaires for risk & needs analysis, interactive storylines, and portfolio analysis, we are all about giving our consultants the best insights to truly help their clients based on their personal needs. 

This helps our consultants stay competitive, providing the ease, convenience and value sought after by clients. By keeping our consultants well informed with the right tools, we position themselves as leaders at the next frontiers of the industry.

We invest heavily in our consultants to hand them tools to create better tailored financial products and insights for their clients. With a better Customer Relationship Management (CRM) system that automates some repetitive tasks that are also often prone to human error, data collection has never been easier.

Now, our team can focus on doing what they do best – advising clients.