FINANCIAL PLANNING ENABLEMENT
Build capability.
Guide advice.
Strengthen outcomes.
FROM PRODUCT CONVERSATIONS
TO STRUCTURED ADVICE CONVERSATIONS
A more complete approach to financial planning
Many financial institutions have strong customer relationships and broad product capability, but staff often need more confidence, structure and tools to conduct holistic financial planning conversations.
The Shoreline Asia Financial Planning Enablement Suite combines a practical online course with a digital adviser-support platform. Together, they help institutions train staff, guide client conversations and create a more consistent advice culture.
The Financial Planning Course
A structured training program that builds adviser knowledge, confidence and professional capability.
The Financial Planning Platform
A digital adviser-support platform that guides fact-finding, risk profiling, needs analysis, portfolio discussion and planning governance.
THE FINANCIAL PLANNING COURSE
Learn the principles and practices of financial planning
Our Introduction to Financial Planning course is designed for banks, insurers and their partners to upskilll customer-facing staff, including high-net-worth relationship managers, investment advisers, insurance advisers and others involved in providing financial services advice and client support.
Creating better client outcomes through holistic advice and expertise
Key benefits for your institution
Improve adviser confidence
Help staff hold broader and more meaningful financial planning conversations.
Build stronger client relationships
Move from transactional product conversations to deeper client-centred discussions.
Improve professionalism
Strengthen the capability and professionalism of customer-facing staff.
Support client-centric advice
Develop a structured approach to identifying client needs, goals and priorities.
Strengthen transparency and compliance
Reinforce the role of transparency and compliance in sustainable client relationships.
Build subject-matter expertise
Help staff better understand the role of insurance, investments and risk in achieving client financial goals.
Seven-chapter curriculum
The program is broken into seven chapters, each containing one or more modules, and can be customised to your institution’s needs.
1
Introduction to financial planning
Value of advice, needs analysis, asset allocation, diversification, risk, compounding and inflation.
2
Investment markets and products
Asset classes, risk and return, managed funds, ETFs, ESG, private markets and alternatives.
3
Insurance and protection
Insurance principles and product types including life, health, whole of life, credit and other solutions. Funding estate planning.
4
Constructing an investment portfolio
Goals-based investing, risk appetite, time horizon, income needs, capital needs and portfolio construction.
5
Preparing the financial plan
Client interview preparation, structured planning process, product selection and recommendation presentation.
6
Adviser skills and practices
Behavioural client engagement, open questions, objection handling, trust, empathy and key account management.
7
Regulation and compliance
Advice rules, projections, client documentation and jurisdiction-specific compliance content.
Flexible learning delivery
The program can be delivered through a dedicated portal we develop for you or your existing LMS and can be on demand, live or blended.
Multimedia learning
Video, presentations, quizzes, surveys, assignments and downloads.
Progress tracking
Reporting on enrolments, quiz completion, certificates and engagement.
Cohorts and live lessons
Self-paced, live or blended with facilitated workshops.
Customised content
Adapted for local market context, product set and compliance requirements.
THE FINANCIAL PLANNING PLATFORM
Turn financial complexity into confident client decisions
A guided adviser workbench bringing together client goals, retirement planning, insurance needs and investment advice in one connected workflow.
Sophisticated analysis supports portfolio growth, risk management and long-term financial sustainability. The Scenario Decision Laboratory helps advisers and clients explore alternatives and understand the impact of their choices.
Built for evidence-based, adviser-led conversations, with integrated governance, compliance oversight and institutional controls.
Platform capabilities
Guided fact find
Captures personal, household, employment and demographic information.
Goals framework
Captures future liabilities, aspirations and funding requirements.
Retirement analysis
Assesses whether current savings are enough; calculates shortfall and alternative solutions.
Portfolio construction
Asset allocation, projected outcomes and recommendation evidence.
Scenario comparison
Compare
alternative planning pathways and evaluate the impact of different decisions.
Governance and oversight
Separate adviser, practice manager and compliance roles with full auditability.
Learn. Apply. Coach. Improve.
A proven pathway to embed financial planning capability across your institution.
1
Build knowledge
Participants complete the online course and learn the foundations of financial planning.
Apply in client conversations
Advisers use the platform to structure discovery, capture assumptions and support discussions.
2
Coach and review
Managers use course progress and case quality to support coaching and improvement.
3
Strengthen your advice culture
A more consistent planning process, clearer client-needs language and sustainable advice-led distribution.
4
Flexible implementation options
Course only
Deploy the course through a dedicated portal we construct for you, or your existing LMS.
Platform only
Run a controlled pilot with selected advisers, clients and governance controls followed by progressive rollout.
Integrated programme
Combine training, platform pilot, coaching and progressive rollout.
