P200512DZO

Introduction to Estate Planning, Wills and Trust Planning

Programme Scheme : FTS


Programme Title Introduction to Estate Planning, Wills and Trust Planning
Programme Scheme FTS
Training Provider Falco Academy Pte. Ltd.
Purpose of Programme

Designed for FA Reps to enhance their understanding on the legal rules of succession and to equip FA Reps with the knowledge to provide useful and practical advice to their clients on estate planning process, will writing and trust planning.

Programme Website http://www.falcoacademy.com
Programme Prospectus Click here to download file
Type of Programme Others; Virtual Classroom
Industry Segment Financial Planning, Financial Services, Life Insurance
Location of Training Singapore
Training Duration/ CPD Hours: 6 Hr(s)
1 Full Day(s) over 1 Week(s)
Name of Contact Person: Evelyn Tan
Designation Business Development Director
DID 81231421
Email evelyntan@falcoacademy.com
Skills Category Skills and Competencies Proficiency Level
E. Investment and Financial Management E37. Wealth Planning Administration 3
E. Investment and Financial Management E35. Trust Structuring 3
H. Risk Management, Governance and Regulatory Compliance H2. Business Continuity Planning 2

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