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FWD Group collaborates with Yale School of Management to offer exclusive bespoke learning programme for Bancassurance and IFA partners

25 June 2021 | Hong Kong

The programme includes financial planning, communication and leadership training tailored to the needs of executives and consultants both from FWD and its Bancassurance and IFA partners



FWD Group (“FWD”), the pan-Asian life insurer, today announced the launch of its FWD Partnership Elite Learning Programme with the Yale School of Management (“Yale SOM”), a leading global business school, to offer bespoke learning and development opportunities, designed exclusively for FWD and its Bancassurance and Independent Financial Adviser (“IFA”) partners across Asia.

This programme is part of FWD’s commitment to develop its network of partnership distribution executives and financial advisors by enhancing their communication and leadership skills as well as growing their financial knowledge to meet the continually evolving needs and demands of customers.

Through this multi-year collaboration, FWD’s executives and consultants from both FWD and its Bancassurance and IFA partners across the region will have access to Yale’s world-class faculty and learning content beyond the existing training programmes delivered locally.

Binayak Dutta, FWD Group Chief Distribution Officer & Managing Director, Emerging Markets, said: “We’re excited to collaborate with Yale SOM to offer this unique learning experience exclusively for FWD and our Bancassurance and IFA partners. Yale’s prestige, reputation and standing in the academic world is exceptional, and this collaboration demonstrates our commitment to investing in the professional development of our executives and consultants and equipping them to continue changing the way people feel about insurance.”

The FWD Partnership Elite Learning Programme will offer two distinct tracks to address different skill sets tailored for varied groups of partnership professionals:

FWD Elite Financial Consultant Programme – Designed for sellers, referrers as well as frontline sales support team working in its various partnerships to broaden their knowledge in key financial products, financial planning and effective communication. The online programme will use on-demand video lectures, quizzes and assignments to help participants learn how to more effectively communicate with prospects and customers and provide them with appropriate and holistic financial solutions.

FWD Elite Executive Programme – An opportunity for a selected group of Bancassurance and IFA executives from FWD as well as its partners across the region to attend a week-long learning programme on campus at Yale SOM in Connecticut, USA. With speakers from across Yale’s graduate schools and research centres, as well as external specialists, participants will experience a unique hands-on learning programme hosted by a world-class programme management team.

The inaugural cohort of FWD Elite Financial Consultant Programme with Yale SOM is expected to commence in Q4 2021 whilst the on-campus FWD Elite Executive Programme is expected to commence when travelling restrictions are eased to a safe level.

Kavitha Bindra, Assistant Dean and Executive Director, Executive Education, Yale SOM, said, “We’re thrilled to launch our first asynchronous, custom online program in partnership with FWD. At Yale SOM, we educate leaders for business and society, and believe leaders should be developed throughout an organization, regardless of seniority or department. We share FWD’s commitment to creating impactful professional development opportunities that are accessible worldwide and encourage employees to continually advance themselves and hone their leadership skills."

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Yale School of Management, Yale University





About FWD Group

Established in Asia in 2013 with a trailblazer mentality, FWD Group is the primary insurance business of investment group, Pacific Century Group.

FWD Group spans 10 markets in Asia including Hong Kong SAR & Macau SAR, Thailand, Indonesia, the Philippines, Singapore, Vietnam, Japan, Malaysia and Cambodia, offering life and medical insurance, general insurance, employee benefits, Shariah and family takaful products across a number of its markets.

FWD is focused on creating fresh customer experiences and making the insurance journey simpler, faster and smoother, with innovative propositions and easy-to-understand products, supported by digital technology. Through this customer-led approach, FWD aims to be a leading pan-Asian insurer by changing the way people feel about insurance.

For more information please visit www.fwd.com




About Yale School of Management, Yale University

Yale University is one of the world’s leading institutions of higher learning. Yale University’s pre-eminence has attracted top students and faculty from around the world since its founding in 1701. Yale University’s faculty, staff, and alumni have earned more than 50 Nobel Prizes.

Established in 1971, Yale SOM opened its doors to the first group of students in 1976. The mission of Yale SOM is educating leaders for business and society.

Across its portfolio of degree programs, Yale SOM educates purposeful leaders who pursue their work with integrity; who are equipped to contribute to all sectors of society—public, private, nonprofit, and entrepreneurial; and who understand complexity within and among societies in an increasingly global world.

Yale SOM Executive Education leverages the school’s global reach, integrated thinking, and intellectual wealth to offer customized corporate programs built in partnership with clients and on-campus and online open enrollment programs for individuals or small teams in areas built on Yale expertise and research.

For more information please visit https://som.yale.edu/

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