PRACTICAL TRUST PLANNING – MODULE 1 (PTP1) CLASSROOM TRAINING TGS-2024047724
Introduction
Highlights
Course outline
Instructors
This course provides financial planners with a foundational understanding of Trust planning needs for families.
What will you learn?
UNDERSTAND THE TRUST PLANNING NEEDS OF FAMILIES
INSTRUMENTS COMMONLY USED BY HNW & FOREIGNERS
INSTRUMENTS COMMONLY USED BY SINGAPORE FAMILIES
INSTRUMENT COMMONLY USED BY UHNW & FAMILY BUSINESSES
Course Description
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.
PRACTICAL TRUST PLANNING – MODULE 1 (PTP1) CLASSROOM TRAINING TGS-2024047724
Course Date
17-04-2025
22-05-2025
19-06-2025
Durations
8 Hours
Lessons
7
Price
$ 300
Trusted by Employees from Notable Organisations
We are a training provider offering IBF-accredited estate planning courses, sales-enhancing language classes, and financial literacy courses for the young.
UEN: 201622089N
Our Address
#06-16
1 North Bridge Road
High Street Centre
Singapore 179094