This three-day course is designed to provide participants with a comprehensive understanding of the principles and techniques involved in drafting Wills and implementing effective insurance plans. The course combines knowledge with practical skills to equip participants with the necessary expertise to assist individuals and families in Will writing and managing risks through insurance coverage.

Financial advisersor individuals with an interest in Will Writing and Insurance Planning andwould like to have an idea of how the two can work together to ensure thattheir clients’ or their wishes are fulfilled, and their loved ones areprotected.

There are nospecific prerequisites for this course. However, a basic understanding of legalprinciples and financial concepts would be beneficial.

• Practical, Case-Based Learning: Dive into a fully case-study-driven curriculum that equips you to handle real-world scenarios faced by high-net-worth (HNW) clients in private wealth management.
• Real-World Insights: Learn from a seasoned trainer with a proven track record, offering valuable lessons and practical examples drawn from extensive 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.

• Insurance Planning
• Wealth Creation
• Wealth Accumulation
• Wealth Preservation
• Wealth Utilization
• Wealth Transfer
• Wealth Equalization
• Wealth Protection
• Wealth Enhancement
• Wealth Distribution
• Will Planning
• Fact Finding
• Techniques on Will Writing
• Principles of Legally Enforceable Assets
• Test your Knowledge

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.