IFPAS Member Special
Gross fee: $1,284 (includes GST) + $214 Designation Fee (not IBF claimable) Nett fee after 95% IBF subsidy: $358
Important Note: If the participant is not from any financial institution, the only funding option is the use of SkillsFuture credits and is only applicable to the original course fee (including GST, i.e. $1,284) and cannot be utilised to defray the cost of designation fee.
DAY 1: PRACTICAL ASPECTS OF ESTATE PLANNING
- Introduction to Estate Planning
- Life Cycle of Wealth
- The Tools of Estate Planning
- Estate Planning creates Opportunities for Sales
- Estate Planning with Fund Creation
- Business Succession Planning
- Case Studies and Worksheets
- Estate Planning Services
- Mass Affluent Estate Planning
- Inheritance and Concepts involved in wealth perpetuation
- Family Business Succession with Private Trust Company (PTC)
Upcoming Class Dates | TBA |
Duration of Course | Day 1 (9am to 6pm) Day 2 (9am to 6pm) |
Venue | Online Via Zoom |
Email (for IFPAS related matters and Registration) | pr@ifpas.org.sg |
Email (for funding and all other AEPP Matters) | academy.precepts@gmail.com |