[4-GC] Fundamental Knowledge in HDB Financial Planning (HFP)

Generic Competencies Plus Category: Critical Core Skills under Decision Making (4  CPD training hours awarded, subject to KEO’s approval)

Course Duration: 4 hours

Funding available: Not Eligible for UTAP funding

Learning Outcomes: –

After the session, learners will understand and able to communicate with HDB clients on: –

• Qualifying Sellers and Buyers (wef 9^th May 2023)
• Pitfalls to avoid in HDB Resale submission
• Understand CPF matters that may affect the HDB Resale Market
• Handling HDB cases using Contra, or situations in Divorce and Death of Ownership

Course Synopsis

An in-depth session that makes complex HDB policies, financial and procedures simple to master. With more than 25 years of experience, Ivy Eyu, a veteran in HDB transactions, would be sharing HDB financial planning using real life HDB Resale as case studies. This Generic CPD is the fundamental start with step by step in preparing salespersons to serve clients for selling & buying of HDB flats.

1) Resale Process of HDB Sellers & Buyers (wef 9^th May 2023)

2) Calculations for HDB Sale & Purchase

3) CPF matters for HDB Resale Cases

4) Case Studies for various scenarios

5) Timeline when handling HDB cases for Normal / Contra / Bridging loan

ABOUT THE TRAINER

Ivy Eyu

Ivy has been a seasoned and well-known real estate agent since 1996. An accomplished, dynamic, and client-driven professional, Ivy consistently goes the extra mile for her clients. Her extensive experience spans residential properties, with a particular expertise in handling unique HDB cases involving divorce, bankruptcy, and the death of ownership scenarios. Ivy’s exceptional ability to analyze and provide tailored real estate solutions has earned her the respect of both her clients and fellow agents.

In addition to her role as a full-time real estate consultant, Ivy has served as a company trainer since 2013. Her interactive case studies offer enriching learning experiences for all participants. Ivy is an ACTA-certified trainer and the developer of various CPD programs for OrangeTee & Tie Pte Ltd. She has been recognized as OrangeTee’s Outstanding Trainer for consecutive years since 2013.

In 2017, Ivy completed a Diploma in Adult and Continuing Education (DACE), focusing on developing adult learning programs for real estate agents in CPD programs. Furthering her expertise, she pursued estate planning studies, earning her AEPP certification in 2020. Ivy’s dedication and commitment to excellence were acknowledged with her recent promotion to OrangeTee Principal Trainer in 2022.