Our people are our most valuable assets - this is why our agency invests substantial time and resources in training and developing our associates and staff. With our comprehensive internal training programmes coupled with our principal company’s wealth of training resources supported by its Centre For Excellence, our associates are given every opportunity to embrace continuous learning to enhance and upgrade their knowledge, skills and expertise as they endeavour to become the qualified, trustworthy and competent professionals respected by their clients.

Competency Courses & Professional Certification

Our Centre for Excellence provides appropriate training in financial products, services and marketing tools to equip our consultants with the required knowledge and competence to serve their clients. Numerous certifications are available for financial consultants to acquire financial advisory expertise and to meet the rigorous competency, ethical and professional standards. Some of these are general certifications, while others represent specialty areas. Interested consultants may also pursue continuous education in the field for their career development, which will lead to the following professional qualifications:


  • Certified Financial Planner (CFP)

  • Chartered Financial Consultant (ChFC)

  • Chartered Life Underwriter (CLU)

Skills Development

Our agency caters for various personal and skills development training to our associates and staff in areas such as leadership, business management, communication, presentation, sales, personal branding, customer acquisition and service excellence, to uplift their professionalism and realise their full potential.

Training in Specialised Areas

Consultants will have the opportunity to enhance their knowledge and expertise to provide well-rounded financial planning services in specialized areas such as:

  • Estate Planning

  • Wealth Accumulation

  • High Net Worth Planning

MDRT Mentorship

MDRT is a premier association of financial professionals from all over the world. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business. The agency focuses on cultivating the MDRT spirit, as well as provides mentorship in developing aspiring consultants to reach their MDRT goals.


Mentorship and coaching is another aspect of training that is provided at the personal level. With a nurturing and supportive environment, our leaders are ready to share proven systems with new consultants to help them build successful business models in an attainable time period. Potential consultants are also given personal mentorship to groom them into leadership positions.

Training for Interns

Julian Lee & Associates also provides training for interns to broaden their perspective of the working world and to help them pick up new skills that are beneficial to their future careers. Numerous good feedback and letters of appreciation were received about our hands-on internship programme, which is both practical and fun to participate in with our vibrant team of associates and staff.

COPYRIGHT © 2016 Julian Lee & Associates


Approval Code: CFE-WS/2016/0505/0013.