Home » PRACTICAL TRUST PLANNING – MODULE 1 (PTP1) CLASSROOM TRAINING TGS-2024047724
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.
- Testamentary Trusts, Standby Trusts and Insurance Trusts
- Active Trusts, Private Trust Companies
- Family Offices
Course Content
Testamentary Trusts
Insurance Trusts
Standby Trusts
Active Trusts
Private Trust Companies (PTC)
Family Office
Trainers
PRACTICAL TRUST PLANNING – MODULE 1 (PTP1) CLASSROOM TRAINING TGS-2024047724
Course Date
16-06-2026
17-07-2026







