IBF-Accredited Estate Planning Courses

Enjoy Up To 70% Course Fee Subsidy*

By combining technical smarts, teaching ability and a relentless drive towards simplifying content, we are making estate planning easier to understand and accessible to everyone.

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About Riverside Training

We are a training provider offering IBF-accredited estate planning courses, sales-enhancing language classes, and financial literacy courses for the young.

We created the CLPA program with the ambition to transform the financial planning industry. Through CLPA, we envision a future where every family has a proper estate plan that is adequately funded, is continually updated and brings peace and joy to families.

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Main Programme Trainer

KEON CHEE

FOUNDER / TRAINER

Keon’s career spans about 30 years, the past 20 of which have been in finance, estate planning and trust services. He is the author of Planning your Will, Trust, LPA and more in which he collaborated with over 30 practitioners from over 12 countries. He is often sought by the local media for his views on estate planning.

Our IBF-Accredited Courses

Classroom Facilitated Training

MODERN ESTATE PLANNING – MODULE 1 (MEP1) CLASSROOM TRAINING

Programme Code

TGS-2022602254

Industry Segment

Financial Planning, Private Banking and Wealth Management

Course Duration

8 Hours

Course Fee
(Before Subsidy)

$300.00
This course provides attendees with a foundational understanding of the estate planning needs of the modern individual who today is wealthier and lives longer than ever before, well-travelled and likely to own his own business at some point in time.
This course covers:

  1. WILLS – Singapore Wills for locals and foreigners.
  2. 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 .
  3. Professional Doneeship – Appoint independent parties to act as your donee if you lose mental capacity.
  4. Professional Deputyship – Appoint independent parties to act as your deputy if you have lost mental capacity.
Classroom Facilitated Training

PRACTICAL TRUST PLANNING – MODULE 1 (PTP1) CLASSROOM TRAINING

Programme Code

TGS-2022602282

Industry Segment

Financial Planning, Private Banking and Wealth Management

Course Duration

8 Hours

Course Fee
(Before Subsidy)

$300.00
This course provides financial planners with a foundational understanding of Trust planning needs for families.

This course covers:

  1. COMMONLY USED BY SINGAPORE FAMILIES – Testamentary Trusts, Standby Trusts and Insurance Trusts.
  2. COMMONLY USED BY HNW & FOREIGNERS – Active Trusts, Private Trust Companies.
  3. COMMONLY USED BY UHNW & FAMILY BUSINESSES – Family Offices.
Classroom Facilitated Training

SME SITUATIONS – STARTING & PROTECTING THE BUSINESS (BIZ1) CLASSROOM TRAINING

Programme Code

TGS-2023040562

Industry Segment

Financial Planning, Private Banking and Wealth Management

Course Duration

8 Hours

Course Fee
(Before Subsidy)

$300.00
BIZ1 is the first of two modules that deal with the business succession of SMEs

This course covers:

  1. .STARTING & RUNNING A COMPANY – Constitution, Shareholder and Director rights, powers and duties, personal guarantees.
  2. PROTECTING THE COMPANY – With business and keyperson insurance.
  3. PROTECTING THE SHAREHOLDERS – With Buy-Sell Agreements.
  4. PROTECTING THE FAMILY BUSINESS – Family constitution and family offices.
Classroom Facilitated Training

PRACTICAL INSURANCE PLANNING – MODULE 1 (PIP1) CLASSROOM TRAINING

Programme Code

TGS-2023040565

Industry Segment

Financial Planning, Private Banking and Wealth Management

Course Duration

8 Hours

Course Fee
(Before Subsidy)

$300.00
PIP1 is the first of two modules that deal with insurance planning for families of various wealth levels and planning situations.
This course covers:

  1. .KEY CONCEPTS – Insurable interest and ownership. Regenerate funds for future generations.
  2. DISTRIBUTION OPTIONS – Comparing estate, nomination and assignment versus staggering proceeds.
  3. PLANNING SITUATIONS – Blended families, special needs, divorce, forever singles and many case studies.
  4. HNW INSURANCE – Variable Universal Life (VUL), Private Placement Life Insurance (PPLI).
Classroom Facilitated Training

LEGACY PLANNING AND REAL ESTATE (ELE1) CLASSROOM TRAINING

Programme Code

TGS-2023040563

Industry Segment

Financial Planning, Private Banking and Wealth Management

Course Duration

8 Hours

Course Fee
(Before Subsidy)

$300.00
This course provides financial planners with an understanding of how real estate is dealt with in various situation including legacy planning, divorce and mental incapacity. This is an important topic because real estate is often one of the most substantial assets that people will have in their lifetime.

This course covers:

  1. OWNERSHIP & STAMP DUTIES – Effects of death on property. Mitigating stamp duties.
  2. DIVORCE & PROPERTY – How divorce affects property ownership.
  3. LPA – How Form 1 v Form 2 affects property ownership
Classroom Facilitated Training

PROBATE & ESTATE ADMINISTRATION (ELE2) CLASSROOM TRAINING

Programme Code

TGS-2023040329

Industry Segment

Financial Planning, Private Banking and Wealth Management

Course Duration

8 Hours

Course Fee
(Before Subsidy)

$300.00
This course provides financial planners with an understanding of how probate and estate administration are carried out when a person passes away. This is an important topic because financial planners are often the first persons a family would call on when a family member passes away. Besides planning for the funeral and proving the will if any, family members want to know what immediate funds are available and how probate can be obtained as quickly as possible in order to release funds for the family.

This course covers:

  1. PROBATE – The court processes for non-Muslims, Muslims and foreigners.
  2. ESTATE ADMINISTRATION – Calling in assets and settling liabilities.
  3. ESTATE LIQUIDITY – Help families prepare for sufficient estate liquidity.
Classroom Facilitated Training

MODERN ESTATE PLANNING – MODULE 3 (MEP3) CLASSROOM TRAINING

Programme Code

TGS-2022602422

Industry Segment

Financial Planning, Private Banking and Wealth Management

Course Duration

8 Hours

Course Fee
(Before Subsidy)

$300.00
Learn about three common and not well understood family situations that financial planners will encounter in their work.
This course covers:
  1. DIVORCE– How assets are protected for spouse and children.
  2. SPECIAL NEEDS – Plan a financial future that gives caregivers a peace of mind.
  3. ISLAMIC INHERITANCE – Methods for Muslims to plan their estates for the family.

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Testimonials

Useful case sharing and good to have a legal person to share from a legal perspective
Yip C FPrudential
Keon taught very clearly and he engaged the class. The things he talked about are relevant and practical issues. He is respectful of time. Nice touch to provide participants with snack n beverages and even bother to ask for preference.
D Tan Phillip Securities
Very informative & topics relevant to my work. Both invited speakers are very sincere & very good, too - learnt a lot from them
J Lee Prudential
Great slides and teaching style
Lim M TPhillip Securities
Highly recommended for those interested in business clients
Yee C Sfinexis
Simple to understand.
Oon B K HSBC Life
Good refresher and the training is practical. Inviting the lawyer is also very good.
B Lim PIAS

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