This 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: Practical Techniques for Wills and Insurance Planning, Series 2: Advising HNW Business Owners and Insurance Planning, Series 3: Trust Advisory, Family Office, and Insurance Planning, which is critical in developing estate planning strategies which address the complex needs and goals of HNW clients.

The practicum aims to integrate all the 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.

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Financial advisers, wealth managers, or individuals seeking to deepen their expertise in estate planning and wealth distribution solutions for their high-net-worth clients will find this course invaluable. It is designed for professionals who aspire to provide a superior advisory service to clients with diverse and complex needs.

• Practical,Case-Based Learning: Dive into a fully case-study-drivencurriculum that equips you to handle real-world scenarios faced byhigh-net-worth (HNW) clients in private wealth management.
• Real-WorldInsights: Learn from a seasoned trainer with a proventrack record, offering valuable lessons and practical examples drawn fromextensive consulting and advisory experience.
• Interactive Teaching Style: Engage actively in discussions, gain clarity on challenges faced by your HNW clients, and deepen your expertise through personalised guidance.
• Application-Oriented Curriculum: Bridge the gap between theory and practice, empowering you to apply new skills immediately to boost client engagement and drive your sales success.

• HNW Business Owners: Strategies for seamless business succession.
• HNW Baby Boomers: Wealth distribution strategies to prevent disputes among family members.
• HNW Second Generations: Strategies to protect thepersonal and business interests of second-generation business owners.
• HNW Second Generations – Not Working: Corporate riskmanagement and estate planning strategies for a multi-millionaire whileaddressing the needs of an unmotivated heir.
• HNW Married Individual with children that seldom visit:Estate Planning strategies to assist a CFO in preventing estranged childrenfrom inheriting her estate.
• HNW Living with Young Companion: Wealth protectionstrategies to protect a CEO from exploitation from her young boyfriend whilepreserving her wealth.

Mr. Stephen is currently the Principal Consultant of Summit Planners Group of Companies, providing one stop integrated financial services to individuals and businessowners. He obtained his ACCA in 1987 at the age of 21 and started lecturing in the Institute of Certified Public Accountants of Singapore in the same year. He has trained more than 30,000 Financial Practitioners on finance-related topics.

Stephen is the author of five books: “Taxation Relevant to Insurance Practitioner”, “Estate Planning Relevant to Financial Advisors”, “Planning for Business Owners and Professional” and two other books which were written to prepare students for professional accountancy examinations.

Stephen specializes in Corporate Risk Management and Estate Planning. On the area of Corporate Risk Management, Stephen has been involved in designing solutions for businessowners to minimize risk, with a particular emphasis on risk avoidance, risk prevention and risk transfer.

In the area of Estate Planning, Stephen assists many individuals (both Muslim and non Muslim)to plan for their estates, particularly the provision of immediate expenses upon death, the preservation of estate, the enhancement of estate and most importantly the distribution of estate.

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Note: Candidates who do not pass the examination by the deadline set are required to pay back the funded mount of S$1,680.00 or S$1,200.00 depending on the funding quantum corresponding to the corresponding eligibility criteria.

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Each course is SkillsFuture Credit-eligible. For details, you may refer here.