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
16-01-2025
20-02-2025
20-03-2025
17-04-2025
Durations
8 Hours
Lessons
7
Price
$ 300
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We are a training provider offering IBF-accredited estate planning courses, sales-enhancing language classes, and financial literacy courses for the young.
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Our Address
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High Street Centre
Singapore 179094
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