As the clients go through their life journey from entering the job market and start with basic wealth protection through risk & insurance planning, then progress to wealth accumulation through investment and retirement planning, they will inevitably reach a point when thinking about wealth distribution through gift & estate planning becomes necessary.

The financial consultant therefore needs to equip himself/herself with this advanced market planning skills and knowledge to serve a growing need – especially when wealth planning has become increasingly complex. Apart from dealing with financial issues, the financial consultant today has to deal with social and legal/tax issues which may result from the choices his/her clients make as these (decisions) can impact how wealth is protected, preserved and distributed efficiently and effectively.

This course is a practical, field-tested program that was specially designed to address the growing needs for such specialized skill. Since April 2007, more than 1,500 practitioners in the banking and financial services industry in Singapore, Malaysia and Indonesia have benefited from this program.

Course Content

DAY 1 and 2 – Science of Estate Planning

• Overview of Estate Planning
• Dollars (Financial)
• Disposition (Law)
• Duty (Tax)

DAY 3 – Art of Estate Planing

• Deliverables

Structure

• 3 fully days of lectures, role play and case studies / discussions
• Closed-book exam of 50 multiple choice questions conducted separately.

Entry Criteria 

1. Course applicant should ideally have more than one year of practical experience in financial services industry and have pass mandatory licencing examinations set by Mandatory Authority of Singapore(MAS)
2. Possess the Associate Financial Consultant(AFC) title, or completed ChFC Module 1 [Financial Planning: Process and Environment] conducted by Singapore College of Insurance(SCI) or its equivalent pre-requisites.