This is structured to kickstart your knowledge in Estate Planning. The trainers are senior and qualified practitioners who are experienced and passionate in Estate Planning.
To deep dive into the estate planning solutions provided by wills & trusts.
You will understand the different Estate Planning tools (Wills, Trusts, CPF & Insurance Nomination, LPA) available and use them effectively to assist your clients to create a well-thought-out estate plan.
Estate Planning, Wills and Trusts for Financial Services Professionals
The 3-day course is purely a course to gain knowledge on estate planning solutions.
The class is conducted online over Zoom currently.
Currently, our classes are conducted online via Zoom, unless advised otherwise.
Click on Brochure for more details
Get updates on the latest events and talks
We are dedicated to provide comprehensive planning and solutions for wealth distribution, wealth succession, estate administration for individuals and families.