Expanding your advisory services to Estate and Succession Planning. A business that gives you flexibility of time and income.
With the growing affluence of many Singaporeans today, your clients are looking for professional advice to achieve their objectives for:
Protection of their vulnerable beneficiaries
Wealth succession strategies to minimise leakages
Wealth distribution strategies to reduce family conflict
At Precepts, we offer an opportunity for dynamic individuals to come on board and provide Estate Planning service to your clients. Come onboard as our Estate & Succession Practitioner (ESP) to value-add your clients. Being an ESP, you will be better equipped to meet the demands of your client by going through our comprehensive training programmes which covers the legal and marketing aspects of the business.
The 4½-Day Course is a foundation programme that equips you with knowledge on Wills and Trusts and how to make use of Precepts Legacy’s platform to provide advisory services.
More than 90% of Singaporeans have not written their wills. It is through PreceptsGroup that you get the opportunity to penetrate this huge market.
With an initial fee, starting your own business as a PreceptsGroup’s Estate and Succession Practitioner (ESP) is an opportunity to hone your knowledge and skills in Estate Planning.
You will receive comprehensive training
which covers the legal and marketing aspects of the business and support from our unique
will-writing and custody system.
Change Flexibility to Extending Your Services Develop your entrepreneurial skills and utilise your ideas to expand your business. The will-writing service not only enhances your professional image but will be key to cross-selling of other services and products This may involve introducing trust services (provided by Precepts Trustee Ltd.) and formation of Singapore and offshore companies.
MARKETING & EXAM
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.
Upon completion of this course, participants will be equipped with the essential skill sets and knowledge to engage with clients in succession planning. Participants will be in a position to:
Certified Financial Planner (CFP®), Associate Estate Planning Practitioner (AEPP®), Masters of Science, Computer Science and Information Systems
Certified Financial Planner (CFP®), Associate Estate Planning Practitioner (AEPP®)
LLB (Hons), Society of Trust & Estate Practitioners (STEP) Affiliate, Associate Estate Planning Practitioner (AEPP®)
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We are dedicated to provide comprehensive planning and solutions for wealth distribution, wealth succession, estate administration for individuals and families.
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