Training at finexis: Where growth meets purpose

At finexis, we believe great consultants are made through consistent learning, hands-on experience, and a culture that values growth.
Our training ecosystem helps every consultant build confidence, strengthen expertise, and create lasting impact for clients.

Our Training Ecosystem

Journeys, not one-offs.

Every consultant at finexis follows a clear, structured growth pathway, from onboarding to elite performance.
Our programmes are built by practitioners, backed by industry partners, and designed to turn learning into real-world impact.

Eight Core Training Programmes:

TALENT INDUCTION PROGRAMME (TIP)

For new consultants

Your first step into the finexis ecosystem. This hands-on orientation covers everything you need to begin with confidence:

  • eKYC essentials and compliance

  • finexis tools and systems (Merlin, finConnect, finRewards)

  • Product orientation and investment basics

  • Business support, licensing, and regulatory requirements

It’s a practical start that ensures every new consultant feels equipped and connected from day one.

Advisory Practice Standards (APS)

For all consultants

Run your business with confidence and integrity. APS empowers you to manage your practice responsibly from completing an eKYC form to creating compliant marketing materials.
When consultants understand the value of proper and ethical financial planning, clients feel the difference.

It’s how we raise the bar together.

Investments: 101 & The Power of Conviction

For advisers ready to master investment conversations

Turn complex concepts into client confidence.
Our investment trainings combine technical knowledge with mindset, helping consultants speak with conviction and purpose.

Key focus areas:

  • Core investment principles and portfolio construction

  • Platform partnerships (e.g. Tiger Brokers)

  • Objection handling and real-world advisory role-plays

  • The Power of Conviction — a signature session that builds the mindset to communicate with clarity, credibility, and trust.

Because mastering investments isn’t just about knowing the numbers, it’s about owning the conversation.

finIslamic Academy

For those serving faith-based clients

A first-of-its-kind 12-module certification bridging faith and finance.
Consultants learn to:

  • Understand Islamic financial principles across savings, protection, zakat, and estate planning

  • Follow a milestone-based roadmap from early adulthood to legacy

  • Convert learning into meaningful client engagement

The programme culminates in the finIslamic Certified Consultant designation.

ultrā: Advanced Wealth & Legacy Planning

For advisers expanding into affluent and HNW segments

Move beyond conventional advisory into holistic wealth and legacy planning.
ultrā equips consultants to:

  • Structure advanced solutions such as IUL, premium financing, and wealth transfer

  • Build long-term client relationships across generations

  • Compete at a level comparable to private banking and family offices
    For managers, ultrā serves as a powerful recruitment and retention differentiator, a structured pathway few FA firms offer.

LEAP: Leaders Engagement & Activation Programme

For newly appointed leaders

Leadership at finexis is cultivated, not coincidental. LEAP is a structured onboarding for newly appointed OLs, covering:

  • Roles, responsibilities, and compliance

  • Recruitment and marketing management

  • Compensation structures, agency requirements, and performance metrics
    It’s designed to equip leaders with the systems and tools to guide their teams confidently.

MCT: MDRT™, COT™, TOT™ Training

For top producers and aspiring achievers

Customised training designed to help consultants scale sustainably.
Key focus areas:

  • Targeting niche markets

  • Positioning and referral mastery

  • Building a long-term advisory practice that lasts beyond accolades
    Because success at finexis isn’t about one good year, it’s about building a meaningful career.

finWIN: Product & Solutions Training Series

Empowering consultants with clarity and confidence

finWIN is finexis’ ongoing product and solutions training designed to keep consultants informed, skilled, and client-ready. Through weekly sessions, consultants stay up to date with evolving product landscapes, campaign opportunities, and client engagement strategies.

Key focus areas:

  • Understanding product features, updates, and positioning in real-world scenarios

  • Exploring product comparisons and strategy-driven applications

  • Translating technical details into clear, client-friendly conversations

  • Collaborating with product partners for timely market insights and case sharing

  • Reinforcing advisory excellence through consistent, hands-on learning

finWIN keeps our consultants ahead of the curve, bridging technical expertise with client confidence, and turning knowledge into meaningful impact.

How We Learn

Learning at finexis is practical, relevant, and real with formats designed to encourage participation and peer learning:

Interactive Workshops

Small-group sessions that promote discussion and application.

Real-Case
Clinics

Peer-to-peer sharing of live scenarios to strengthen advisory skills.

Mentorships
& Coaching

Guidance from experienced leaders who have walked the path.

Internal Broadcasts & Resources

finWIN recordings, Weekly Insight Nuggets (WIN), and playbooks for on-demand learning.

What Sets finexis Apart

  • A clear growth journey: From onboarding to leadership, every consultant knows where they’re headed, and how to get there.

  • Learning from doers, not just trainers: Our sessions are led by experienced practitioners and trusted partners who’ve built success firsthand.

  • Always ahead of the curve: Training content evolves with every market shift, regulation change, and client need.

  • A culture that lifts together: Knowledge is shared, not kept collaboration drives our collective growth.

  • Purpose at the core: Every programme is built on one mission to impact lives beyond finance.

Ready to Grow with finexis?

At finexis, training isn’t just about skill. It’s about shaping confidence, clarity, and conviction.
Join a firm where learning never stops and growth is built into the journey.

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