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CLPA and Advanced CLPA courses are Recognised by
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8 Hours
PRACTICAL INSURANCE PLANNING – MODULE 1 (PIP1) CLASSROOM TRAINING TGS-2024046846
This course covers:
.
KEY CONCEPTS
– Insurable interest and ownership. Regenerate funds for future generations.
DISTRIBUTION OPTIONS
– Comparing estate, nomination and assignment versus staggering proceeds.
PLANNING SITUATIONS
– Blended families, special needs, divorce, forever singles and many case studies.
HNW INSURANCE
– Variable Universal Life (VUL), Private Placement Life Insurance (PPLI).
Not Enrolled
8 Hours
PRACTICAL TRUST PLANNING – MODULE 1 (PTP1) CLASSROOM TRAINING TGS-2024047724
This course covers:
COMMONLY USED BY SINGAPORE FAMILIES
- Testamentary Trusts, Standby Trusts and Insurance Trusts.
COMMONLY USED BY HNW & FOREIGNERS
– Active Trusts, Private Trust Companies.
COMMONLY USED BY UHNW & FAMILY BUSINESSES
– Family Offices.
Not Enrolled
8 Hours
MODERN ESTATE PLANNING – MODULE 1 (MEP1) CLASSROOM TRAINING TGS-2024045411
This course covers:
WILLS
– Singapore Wills for locals and foreigners.
LPA FORM 1 & 2
– Use Form 1 for basic situations. Use Form 2 to customise your wishes such as for business owners or you have .
Professional
Doneeship
– Appoint independent parties to act as your donee if you lose mental capacity.
Professional Deputyship
– Appoint independent parties to act as your deputy if you have lost mental capacity.
Not Enrolled
8 Hours
SME SITUATIONS & FAMILY OFFICES (BIZ1) – STARTING, PROTECTING AND PRESERVING THE BUSINESS CLASSROOM TRAINING TGS-2024047965
This course covers:
.
STARTING & RUNNING A COMPANY
- Constitution, Shareholder and Director rights, powers and duties, personal guarantees.
PROTECTING THE COMPANY
– With business and keyperson insurance.
PROTECTING THE SHAREHOLDERS
– With Buy-Sell Agreements.
PROTECTING THE FAMILY BUSINESS
– Family constitution and family offices.
Not Enrolled
8 Hours
PRACTICAL INSURANCE PLANNING – MODULE 1 (PIP1) CLASSROOM TRAINING TGS-2024046846
This course covers:
.
KEY CONCEPTS
– Insurable interest and ownership. Regenerate funds for future generations.
DISTRIBUTION OPTIONS
– Comparing estate, nomination and assignment versus staggering proceeds.
PLANNING SITUATIONS
– Blended families, special needs, divorce, forever singles and many case studies.
HNW INSURANCE
– Variable Universal Life (VUL), Private Placement Life Insurance (PPLI).
Not Enrolled
8 Hours
PRACTICAL TRUST PLANNING – MODULE 1 (PTP1) CLASSROOM TRAINING TGS-2024047724
This course covers:
COMMONLY USED BY SINGAPORE FAMILIES
- Testamentary Trusts, Standby Trusts and Insurance Trusts.
COMMONLY USED BY HNW & FOREIGNERS
– Active Trusts, Private Trust Companies.
COMMONLY USED BY UHNW & FAMILY BUSINESSES
– Family Offices.
Not Enrolled
8 Hours
MODERN ESTATE PLANNING – MODULE 1 (MEP1) CLASSROOM TRAINING TGS-2024045411
This course covers:
WILLS
– Singapore Wills for locals and foreigners.
LPA FORM 1 & 2
– Use Form 1 for basic situations. Use Form 2 to customise your wishes such as for business owners or you have .
Professional
Doneeship
– Appoint independent parties to act as your donee if you lose mental capacity.
Professional Deputyship
– Appoint independent parties to act as your deputy if you have lost mental capacity.
Not Enrolled
8 Hours
SME SITUATIONS & FAMILY OFFICES (BIZ1) – STARTING, PROTECTING AND PRESERVING THE BUSINESS CLASSROOM TRAINING TGS-2024047965
This course covers:
.
STARTING & RUNNING A COMPANY
- Constitution, Shareholder and Director rights, powers and duties, personal guarantees.
PROTECTING THE COMPANY
– With business and keyperson insurance.
PROTECTING THE SHAREHOLDERS
– With Buy-Sell Agreements.
PROTECTING THE FAMILY BUSINESS
– Family constitution and family offices.
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