Riverside Training
Riverside Training is a Singapore-based IBF-accredited training provider offering the Certified Legacy Planning Associate (CLPA) program and related estate planning, trust, insurance, and SME succession courses to financial advisors, insurance agents, and wealth planners, sold direct-to-consumer online and in-person.
- Company typePrivate
- Founded2016
- HeadquartersSingapore, Singapore
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Riverside Training does
Riverside Training Pte Ltd is a Singapore-based, privately held training provider founded in 2016 (formerly Legasy Planners Pte Ltd) that specializes in estate planning education for financial professionals. Its core offering is the IBF-accredited Certified Legacy Planning Associate (CLPA) program, a multi-module certification covering modern estate planning, practical trust planning, practical insurance planning, SME and family office situations, and probate and estate administration, with ancillary courses in Effective Mandarin for Sales Presentations and the digital Estate Planning Immersion Course (EPIC), plus a Financial Literacy for the Young program.
The company operates a direct-to-consumer go-to-market: individuals register on riversidetraining.sg (a WooCommerce storefront), self-enroll in classroom or e-learning courses, and apply for IBF subsidies and SkillsFuture credits through the site. Course prices range from SGD $249 to SGD $1,000 per module, with IBF subsidies dropping effective prices to SGD $84–$210 depending on age and residency status. Revenue is one-time per enrollment rather than subscription-based. Trainers are practicing practitioners (lawyers, trustees, licensed financial advisers, accountants) rather than pure educators, and the curriculum is co-developed with 30 specialists from 12 countries.
The customer base is concentrated in Singapore insurance and financial advisory firms (Prudential, AIA, Great Eastern, Manulife, Mitsui Bussan Pana Harrison, PIAS, Phillip Securities, Finexis Advisory, Providend), with adjacent logos in real estate (ERA Realty) and corporate (GE). The model relies on individual advisor enrollment rather than enterprise contracts, with IBF subsidy administrative support serving as a key conversion lever. The company is founder-led by Keon Chee, who also serves as Executive Director of the affiliated Riverside Trustees Limited and President of the Asia Estate Planning Association.
Riverside Training firmographics
Firmographics- Name
- Riverside Training
- Legal name
- Riverside Training Pte Ltd
- Website
- https://riversidetraining.sg
- Company type
- Private
- Founded year
- 2016
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Riverside Training is a Singapore-based IBF-accredited training provider offering the Certified Legacy Planning Associate (CLPA) program and related estate planning, trust, insurance, and SME succession courses to financial advisors, insurance agents, and wealth planners, sold direct-to-consumer online and in-person.
- Ownership category
- akta.pro rank
Riverside Training industry classification
Industry- Product category
- Professional Training and Certification
- NAICS
- Professional and Management Development Training (611430)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Estate & Legacy Planning Advisory (FSAEAAAG)
- akta.pro secondary industry
- Financial Services & Insurance (FINRA, CFP, IAR, Insurance CE) (EDAAALAJ)
Keywords
Where Riverside Training is headquartered
LocationHeadquarters
- HQ city
- Singapore
- HQ country
- Singapore
- HQ region
- Asia
Offices1 record
Markets served
Riverside Training business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Course Fees: The company generates revenue by charging tuition fees for its classroom and e-learning courses. Course prices range from SGD $249 to SGD $1,000 depending on the course format and type. There is also a separate EPIC (Estate Planning Immersion Course) product sold as a digital course. Revenue is one-time per course enrollment.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| One time/ perpetual license | Pay-as-you-go | Online / E-learning CLPA module - Standard |
| One time/ perpetual license | Pay-as-you-go | In-person / Classroom CLPA module - Standard |
| One time/ perpetual license | Pay-as-you-go | EPIC (Estate Planning Immersion Course) |
| One time/ perpetual license | Pay-as-you-go | Modern Estate Planning Module 3 (MEP3) E-learning |
| One time/ perpetual license | Pay-as-you-go | BIZ1 Classroom Training |
| Other | Pay-as-you-go | Grant application available |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels6 records
Riverside Training product offering
Product offeringCore offering
Riverside Training delivers IBF-accredited estate planning and legacy planning certification courses to financial advisors and planners in Singapore. Its flagship Certified Legacy Planning Associate (CLPA) program comprises multiple specialist modules covering wills, trusts, lasting powers of attorney, insurance planning, SME succession, family office scenarios, and probate administration, alongside complementary courses in Mandarin sales communication and youth financial literacy.
Product overview
Riverside Training is a training provider offering the IBF-accredited Certified Legacy Planning Associate (CLPA) program, a comprehensive certification for financial planners. The CLPA program consists of multiple one-day modules including Modern Estate Planning (MEP1, MEP3), Practical Trust Planning (PTP1), Practical Insurance Planning (PIP1), and SME Situations & Family Offices (BIZ1). Additional elective courses include Probate & Estate Administration (ELE2) and Effective Mandarin for Sales Presentations. The company also offers the Estate Planning Immersion Course (EPIC) and a Financial Literacy for the Young program. Courses are available in both classroom (in-person) and e-learning formats, with IBF subsidy eligibility for Singapore citizens.
Differentiator
Problem solved
Functional benefit
Products and services
- Certified Legacy Planning Associate (CLPA) Program IBF-accredited flagship certification program for financial advisors covering estate planning, trust structures, lasting powers of attorney, insurance planning, SME succession, and family office scenarios across multiple specialist modules.
- Modern Estate Planning Module 1 (MEP1) Foundational CLPA module covering core modern estate planning concepts, principles, and frameworks for financial advisors.
- Modern Estate Planning Module 3 (MEP3) Advanced CLPA module extending the estate planning curriculum to more complex scenarios and structures.
- Practical Trust Planning Module 1 (PTP1) CLPA specialist module delivering practical instruction on trust planning structures and their application in client advisory engagements.
- Practical Insurance Planning Module 1 (PIP1) CLPA specialist module providing practical training on insurance planning as a component of comprehensive estate and legacy planning.
- SME Situations and Family Offices Module 1 (BIZ1) CLPA specialist module addressing SME business succession planning and family office structures in the Asian wealth context.
- Probate and Estate Administration (ELE2) CLPA elective module covering probate and estate administration procedures and practice for advisors.
- Effective Mandarin for Sales Presentations Supplementary course equipping financial advisors with effective Mandarin communication skills for sales presentations with Chinese-speaking clients.
- Estate Planning Immersion Course (EPIC) Digital estate planning immersion course delivered through the e-learning platform for self-paced study.
- Financial Literacy for the Young Financial literacy program targeting teenagers and young audiences to build foundational money management knowledge.
Quantifiable outcome
- Attendees rate training as 'Very Good to Excellent'
- +1 more outcomes
Companies that use Riverside Training
Customer profileNamed customers11 records
Segments4 records
Ideal customer profiles2 records
Riverside Training technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Riverside Training partnerships and signals
Strategic signalPartnerships
Twelve partnerships are on record, tiered core and minor.
- Asia Estate Planning Association (AEPA)coreRiverside Training's CLPA (Certified Legacy Planning Associate) program is officially recognized by the Asia Estate Planning Association (AEPA), a not-for-profit society registered in Singapore. Founder Keon Chee serves as President of AEPA, creating a strong alignment between the training provider and the industry body.
- Keon Chee (Founder)coreKeon Chee founded Riverside Training (formerly Legasy Planners Pte Ltd) and oversees the CLPA program. He is the author of 'Planning your Will, Trust, LPA and more' co-authored with 30 practitioners from 12 countries. He also serves as President of AEPA.
- Riverside Trustees LimitedcoreRiverside Training is closely associated with Riverside Trustees Limited, where founder Keon Chee serves as Executive Director. This connection provides practical trust planning expertise and real-world case experience for course content.
- Fortis Law CorporationminorPatrick Tan, Founder and CEO of Fortis Law Corporation, serves as a trainer for the Probate & Estate Administration (ELE2) course. His legal expertise in estate litigation and administration provides authoritative content for the course.
- Integro Law ChambersminorAngelina Hing, Founder and Managing Director of Integro Law Chambers, serves as trainer for the Modern Estate Planning Module 3 (MEP3) course, covering divorce and family law topics.
- Aureus Law CorporationminorMasagoes AK, Managing Director of Aureus Law Corporation, serves as trainer for the Probate & Estate Administration (ELE2) course, contributing expertise in Muslim law and estate administration.
- Emre Legal LLCminorLow Seow Ling, Managing Director of Emre Legal LLC, serves as trainer for the Modern Estate Planning Module 1 (MEP1) course, covering LPA and professional doneeship topics.
- Retirement & Inheritance Planning Consultancy Pte LtdminorAllen Lim, Founder and Director of Retirement & Inheritance Planning Consultancy Pte Ltd, serves as trainer for the Modern Estate Planning Module 1 (MEP1) course, providing financial planning practitioner perspective.
- First Business Advisory Pte LtdminorLionel Lau, Director and Co-Founder of First Business Advisory Pte Ltd, serves as trainer for the SME Situations & Family Offices (BIZ1) course, contributing business advisory and corporate finance expertise.
- Kensington Trust Singapore LimitedminorLinda Wong, ACCA, Managing Director of Kensington Trust Singapore Limited, is associated with the practice and provides trust industry expertise for course content development.
- Finexis Advisory Pte LtdminorLouise Gan, Branch Director at Finexis Advisory Pte Ltd, contributes as a course creator and advisor, bringing HNW advisory expertise for course content on high net worth estate planning.
- Aris Prime Partners Asset Management Pte LtdminorDamien Ong, Business Director at Aris Prime Partners Asset Management Pte Ltd, contributes as a course creator for insurance planning modules, providing private placement and bancassurance expertise.
Scale indicators3 records
Recent moves7 records
Expansion highlights5 records
Riverside Training competitors and assessment
Company assessmentOthers
- MoneySense: MoneySense is a Singapore government-led national financial education initiative. It is adjacent to Riverside Training as a financial literacy content provider, particularly given Riverside's 'Financial Literacy for the Young' program, though it is not a direct competitor.
- Trustee Solutions Singapore: Trustee Solutions is a Singapore trust services firm providing corporate and individual trustee services. It is an adjacent ecosystem participant whose practitioners (such as those from Kensington Trust) contribute as trainers to Riverside's curriculum, making it thematically related rather than competitive.
- IBF Singapore (Institute of Banking and Finance): IBF is the accreditation body that certifies Riverside Training's CLPA program. While not a competitor, it is an ecosystem participant that channels demand toward accredited training providers, of which Riverside is one.
Broad incumbents
- NUS-ISS (National University of Singapore, Institute of Systems Science): NUS-ISS is a professional education and training institute under the National University of Singapore, offering executive and professional development programs. It is a broader incumbent in Singapore's professional training market with overlapping adult learner and corporate training audiences.
Emerging players
- Emeritus: Emeritus partners with top universities to deliver online professional development courses globally, including financial services and wealth management tracks. It is comparable to Riverside Training as a professional certification and continuing education provider, though at a much larger scale and broader scope.
- College for Financial Planning (a Kaplan company): College for Financial Planning is a US-based provider of financial planning certifications such as the CFP designation. It is a partial peer to Riverside Training in delivering structured financial planning certification programs to working advisors.
- SIM Global Education: SIM Global Education is a Singapore private education institution offering professional development and continuing education programs. It overlaps with Riverside Training in providing adult continuing professional education to working professionals in Singapore.
- KnowledgeHut: KnowledgeHut is a global professional training provider offering certification courses across technology, finance, and management. It overlaps with Riverside Training in delivering certification-style, paid professional courses to individual learners and corporate clients.
Direct peers
- Kaplan Professional: Kaplan Professional is a leading continuing professional education provider for financial advisors and planners in the Asia-Pacific region. It overlaps with Riverside Training in delivering CPD-accredited education to financial advisors, including estate planning and advisory topics.
- SGX Academy: SGX Academy is the educational arm of Singapore Exchange, providing investment and financial markets courses to retail and professional investors in Singapore. It is comparable to Riverside Training as a Singapore-based financial education provider serving the local advisory and investor community.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Riverside Training social profiles
Digital presenceRiverside Training compliance and trust
Trust signalCompliance1 record
Riverside Training financial estimates
Financial estimateRevenue estimate
Valuation estimate
Riverside Training leadership team
Management profileNumber of profiles
Profiles1 record
Riverside Training funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Riverside Training M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Riverside Training
What does Riverside Training do?
Riverside Training delivers IBF-accredited estate planning and legacy planning certification courses to financial advisors and planners in Singapore. Its flagship Certified Legacy Planning Associate (CLPA) program comprises multiple specialist modules covering wills, trusts, lasting powers of attorney, insurance planning, SME succession, family office scenarios, and probate administration, alongside complementary courses in Mandarin sales communication and youth financial literacy.
Is Riverside Training a public or private company?
Riverside Training is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Riverside Training founded?
Riverside Training was founded in 2016. It employs 1 to 10 people.
Where is Riverside Training based?
Riverside Training is headquartered in Singapore, Singapore, in the Asia region.
How does Riverside Training make money?
One revenue line is on record: course Fees.
Who are Riverside Training's main competitors?
Others on record are MoneySense, Trustee Solutions Singapore and IBF Singapore (Institute of Banking and Finance). NUS-ISS (National University of Singapore, Institute of Systems Science) is listed as a broad incumbent. Emerging players are Emeritus, College for Financial Planning (a Kaplan company), SIM Global Education and KnowledgeHut. Direct peers are Kaplan Professional and SGX Academy.
Does Riverside Training have an API?
No public API is recorded for Riverside Training.
What industry is Riverside Training in?
Riverside Training's product category is Professional Training and Certification. Its primary akta.pro industry code is FSAEAAAG, Estate & Legacy Planning Advisory, with a secondary code of EDAAALAJ, Financial Services & Insurance (FINRA, CFP, IAR, Insurance CE). Its NAICS code is 611430 and its SIC code is 6282.