Delivered in conjunction with Rockwills Institute Pte Ltd, this specialist qualification expands your knowledge of the core legal issues involved in financial and estate planning in Singapore.
Through this course you will be able to efficiently integrate your current tasks in wealth accumulation management with the estate planning and distribution objectives of your clients.
As the only trust and estate planning qualification that addresses the common ground between estate planning specialists and those working in financial services, this course will:
- Enhance your ability to give holistic advice to clients as a trusted advisor
- Develop your professional technical competence
- Boost your confidence in structuring and implementing the wealth distribution plans of your clients
- Enable you to work more effectively with estate planning specialists
The qualification takes four months to complete and is delivered via blended learning, including a bespoke course manual and 14 three-hour tuition classes delivered once a week (taking place from 18.30 to 21.30).
Assessment is by way of a three-hour, closed book examination and once you have successfully completed this course, you will gain 30 Entry Level credits towards STEP membership and 45 LIA CPD hours (50% knowledge and 50% skills).