This three-day course is a 100% case-study-based programme to expose participants to the diverse profiles of high-net-worth (HNW) clients. It enables participants to apply the knowledge learned in Series 1, 2 and 3, which is critical in developing estate planning strategies which address the complex needs and goals of HNW clients. The practicum aims to integrate all components learned in series 1, 2 and 3, ensuring participants can apply their advanced skills to tailor customise estate and wealth distribution solutions for their HNW clients.
This course is part of a 4-course series leading to a professional certificate, the Certified Private Wealth Specialist.
- Funded Under IBF Standards Training Scheme (IBF-STS)
Advanced Estate Planning Strategies for HNWI and Business Owners 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: 19 May 2025, 20 May 2025, 21 May 2025 [Assessment Date & Time: 21 May 2025, 5.00 p.m. to 5.30 p.m.]
Time:
19 May 2025 (9.00 a.m. to 5.00 p.m.), 20 May 2025 (9.00 a.m. to 5.00 p.m.), 21 May 2025 (9.00 a.m. to 5.00 p.m.)
CPD Hours:
18 CPD hours (additional 30 minutes upon successful completion of assessment)
Closing Date:
Registration will close once all available places have been filled.
