Self Leadership for the Financial Industry Professionals

An FTS Recognised workshop based on Blanchard’s Self Leadership program, for relationship managers, product specialists, and operational professionals across financial institutions in Singapore.

FTS Recognized

7 CPD hours

Full Day

Self leadership is the ability to take ownership of your goals, development needs and workplace performance. It helps professionals recognise where they need support, ask for clear direction and take initiative instead of waiting to be developed.

This one-day Self Leadership course in Singapore is designed for professionals across the financial industry. It equips relationship managers, product specialists, compliance executives and technology professionals with practical personal leadership skills. Participants learn how to diagnose their development needs, challenge assumed constraints and prepare for more effective conversations with their managers. As a result, they can approach their growth with greater confidence, accountability and purpose.

Dates

No program dates are available yet.

Duration

1 Day

CPD Hours

Program Fee

S$1,200

Early Bird: 10% Discount

Choose your session

Pick a date that works for you. A confirmation email with venue details will be sent closer to the date

No open dates found for this course.

Why do high performers stall — and what can they do about it themselves?

Most professional development is something that happens to you — your manager decides what training you need, what feedback to give, what opportunities to offer. Self Leadership flips that. It’s a set of skills and a mindset for taking ownership of your own development: diagnosing what you actually need, asking for it directly, and having more effective conversations with your manager about your growth and performance.

Built on Blanchard’s Self Leadership program — which extends the world’s most widely taught leadership model, SLII®, to the individual contributor — this program gives financial industry professionals across every function a common language for self-development, and the practical skills to act on it immediately.

70%

of the variance in team engagement traces back to the manager — the flip side being that employees who proactively communicate their own development needs help close that gap

Gallup, State of the American Manager

Who should attend this workshop?

Relationship Managers

Assistant Relationship Managers

Product Specialists

Program Executives

Compliance Executives

Technology Specialists

What will you walk away with?

Be equipped with the right mindset and skillset to become a proactive self-starter — someone who knows how to ask for direction and support, solicit feedback, and pitch solutions rather than waiting to be told.

Have a common language for discussing self-development and performance — making conversations with your manager more effective, more honest, and less awkward.

Diagnose your own development needs accurately — recognising your development level for specific tasks or goals, and knowing what kind of support actually helps.

Build more trusting, open relationships with managers — through structured one-on-one conversations grounded in a shared framework both sides understand.

Challenge your assumed constraints and identify your points of power — recognizing limiting beliefs that hold you back, and the sources of influence and initiative available to you regardless of title or seniority.

What does the program cover?

Five modules across three perspective shifts — Portfolio Manager, Investment Advisor, and Private Banker — through collaborative group exercises and real-world case analysis.

[LEARN] Mindset and Skillset of a SELF Leader

Mindset of a SELF Leader — the underlying beliefs and orientations that distinguish proactive self-leaders from those who wait to be developed: ownership, initiative, and a growth orientation toward your own career.
Skillset of a SELF Leader — the practical capabilities that operationalize that mindset: diagnosing your own needs, communicating them clearly, and taking the first step in development conversations.
Challenge My Assumed Constraints — identifying the limiting beliefs (‘I can’t ask for that,’ ‘that’s not my role’) that quietly restrict what you pursue, and testing whether they’re actually true.
Points of Power — understanding the sources of influence and initiative available to you regardless of formal title or seniority, and how to use them constructively.
Goal Setting — setting goals that are specific enough to diagnose your development needs against, and to have meaningful conversations about progress.

[PRACTICE] Applying Self Leadership to Real Situations

Diagnose My Developmental Needs — applying the SLII® development level framework to your own current goals and tasks, identifying where you’re developing vs where you’re already competent.
What Support Do I Need? — translating your development level into a specific request: do you need direction, coaching, support, or autonomy for this particular goal?
Asking for the Support I Need — the practical communication skills for making that request to your manager clearly, confidently, and in a way that’s easy for them to respond to.
One-on-One Conversations — applying everything to a real one-on-one conversation structure you can use with your manager, creating a shared language for ongoing development discussions.
Personal Application — committing to specific, real actions you’ll take following the workshop, grounded in your own current role and goals.
Overview of SELF Leadership Mastery Tools — the resources available through the Blanchard Exchange Learner Portal to sustain and deepen these skills after the workshop.

Why attend this workshop?

Foundational clarity

Blanchard’s Self Leadership program builds on SLII®, the world’s most widely taught leadership model, and integrates the latest research on the proactive skills individuals need to be more effective. It’s a structured framework with a shared vocabulary your whole organization can use.

Practical application

The Learn + Practice structure means you don’t just hear the framework — you apply it to your own real development goals across two in-person days, leaving with concrete next steps and the language to discuss them with your manager immediately.

Future readiness

This program is open to every function — relationship management, product, compliance, technology. Organizations that build a shared self-leadership language across functions see more effective cross-team collaboration and faster individual development.

Is this workshop IBF-funded?

This program is recognized under the IBF Financial Training Scheme (FTS), which is available only to eligible company-sponsored individuals.

Eligible Singapore Citizens and Permanent Residents may receive 30% funding support.
Eligible Singapore Citizens aged 40 and above may receive 70% funding support.

Funding remains subject to IBF’s prevailing eligibility criteria, funding limits, and terms and conditions.

TGS Reference Number: TGS-2025059754.

Frequently asked questions

How is this different from the SLII Leadership program?

They’re complementary halves of the same model. SLII Leadership teaches managers how to diagnose a team member’s development level and adapt their leadership style (Directing, Coaching, Supporting, Delegating) accordingly. Self Leadership teaches individuals to do the reverse: recognize their own development level for a given task and proactively ask their manager for the right kind of support. Organizations that train both sides build a genuinely shared language for development conversations.

Is this suitable for non-client-facing roles like Technology or Compliance?

Yes — this is one of the few programs in our portfolio explicitly designed for cross-functional audiences. Self Leadership skills (diagnosing your own development needs, asking for support, goal setting) are role-agnostic. Product Specialists, Program Executives, Compliance Executives, and Technology Specialists all benefit equally, and a shared vocabulary across functions also improves cross-team collaboration.

What does FTS funding cover — and why is the net fee S$700?

FTS funding is available only to eligible company-sponsored individuals.

Singapore Citizens and Permanent Residents: 30% funding support.
Singapore Citizens aged 40 and above: 70% funding support.
Funding support for the same course is granted only once per calendar year per participant.
One-off industry-related events, such as conferences and seminars, are not eligible for FTS funding.

Funding eligibility and support are subject to IBF’s prevailing eligibility criteria, funding limits, and terms and conditions. Please refer to the IBF Financial Training Scheme (FTS) page for the latest details.

How many CPD hours will I earn?

7 CPD hours upon completion. Also eligible for CACS CPD — completion can be counted toward the non-STS portion of your CACS CPD requirements.

Where is the workshop held?

In-person at a hotel venue in Singapore. Exact address confirmed and sent to registered participants by email closer to the session date.

Can my company register multiple participants?

Yes. Group registrations via Penny Tang at penny.tang@momenta.biz or +65 9003 2890.

What is the cancellation and refund policy?

For questions regarding cancellation or refund matters, please contact us at penny.tang@momenta.biz or call +65 9003 2890. Further details are available on our Terms & Conditions page.

Ready to join us?

Select your preferred session and complete the short form below. We’ll confirm your place and send venue details closer to the date.

1 Submitter

2 Trainees

3 Billing

4 Confirm

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Declaration

On behalf of the above trainee I agree to below:

I confirm that all information I have provided is accurate and complete. I understand that any inaccuracies may lead to my removal from the program, forfeiture of my fees, and the repayment of any funding I have received from IBF.

I also understand that IBF funding and admission depend on meeting IBF Eligibility Requirements, such as citizenship, residency, and attendance. If I become ineligible or fail to comply with these rules, I agree to repay any funding.

I understand that my personal data, including identification details, date of birth, contact details, employment and sponsorship information, may be collected, used, and disclosed by momenta Group Pte. Ltd. for program registration, administration, funding eligibility checks, attendance, reporting, certification, audit, and compliance purposes. I understand that access to this information is limited to authorised personnel and relevant parties where required for these purposes.

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