Expand your professional services to include Estate and Succession Planning. A business that gives you flexibility of time and income.
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.
WILLS 2 DAYS + TRUST 1 DAY
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
Do note that Part 1 is purely a 3-day course to gain knowledge on estate planning solutions. If you wish to offer the estate planning products and services available on the Precepts Platform, you will need to proceed to Part 2 to join us onboard.
ONBOARDING + EXAM 2 DAYS
We will equip you with practical and marketing-based knowledge by using estate planning solutions to enhance your professional services. Learn how to leverage on the Precepts Platform to provide Estate Planning services and enable you to provide a total wealth planning solution to your client.
1. Kickstart Programme through an Estate Planning Course
2. Kickstarter Kit
3. Exclusive Discounts
4. Additional 3 income streams for services finalised
5. Direct access to Precepts’ Products & Services to extend your range of services
6. Continuous training and support from Precepts
*These are provided mostly on a complimentary and sign-up basis.
Currently, our classes are conducted online via Zoom, unless advised otherwise.
Estate Planning is about transferring your estate to the people you care about. Without a plan, family members or business partners can spend much time and resources sorting out the distribution of your assets.
The objectives of Wills and Estate planning:
The objectives in setting up a trust can also roughly be summarized under six heads:
Participants will be able to:
This course introduces you to the consequences of not having a will and why it is essential to make your plan now.
Learn about wills, trusts, guardianship, and lasting power of attorney (LPA). By the end of the course, you will know how to plan your estate in a few steps:
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.