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Trust Advisory, Family Office and Insurance Planning (TGS-2024051068)


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Last Updated Date: 21/01/2025
Level of Programme: Intermediate

Programme Highlights

This three-day course is designed as a case study-based program to enable participants to apply the skills they learn to understand clients' needs through Trust Advisory and Family Office services. The curriculum covers areas including the client engagement cycle and digital prospecting for those needing Trust Advisory and Family Office and the process of determining their insurable interest when implementing Trusts and Family Office solutions. The participants will also acquire knowledge about governance, the roles of parties involved in family office operations and how to customize insurance solutions for family office setups.

This course is part of a 4-course series leading to a professional certificate, the Certified Private Wealth Specialist.

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Funding

- Funded Under IBF Standards Training Scheme (IBF-STS)

Trust Advisory, Family Office and Insurance Planning has been accredited under the IBF Standards and is eligible for funding under the IBF Standards Training Scheme (IBF-STS), subject to all eligibility criteria being met. Available for a period, this funding is applicable only for the first assessment attempt and candidates may be non-company sponsored or company-sponsored.
Duration: 18 Hours
Date(s): Course Dates: 14 April 2025, 15 April 2025, 16 April 2025 [Assessment Date & Time: 16 April 2025, 5.00 p.m. to 5.15 p.m.]
Time: 14 April 2025 (9.00 a.m. to 5.00 p.m.), 15 April 2025 (9.00 a.m. to 5.00 p.m.), 16 April 2025 (9.00 a.m. to 5.00 p.m.)
CPD Hours: 18 CPD hours (additional 15 minutes upon successful completion of assessment)
Closing Date: Registration will close once all available places have been filled.

Fee Per Participant

*Course Fee S$2,616.00
(Inclusive of prevailing GST rate)