The Advanced Certificate in Trust Services (ACTS) programme equips participants with advanced knowledge, practical techniques and strategies to help clients achieve their long-term succession and wealth preservation objectives. Through the extensive use of case studies, this programme is highly practical in nature. It is designed to highlight the best practices, laws and regulations, code of conduct, guidelines and pertinent issues and challenges faced by professionals in leadership roles or aspiring leaders and managers working in the trust and fiduciary services industry based in Singapore.
Classes incorporate case studies and team-based learning activities to facilitate the optimal exchange of ideas, techniques and solutions between instructors and participants. Each session is conducted by leading practitioners in their respective specialised areas of expertise, ensuring high relevance to practice.
Total: 47 CPD hours
Core FAA / SFA CPD: 10 hours
The Advance Certificate in Trust Services programme is pending accreditation.
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Participants who successfully complete the programme will be awarded:
Accreditation
IBF Accreditation
SILE
Day 1 (2 Jul) – 5 .5 Public CPD Points
Day 2 (3 Jul) – 6 Public CPD Points (Inclusive of 2.5 Public MEC Points)
Day 3 (8 Jul) – 5.5 Public CPD Points (Inclusive of 0.5 Public MEC Points)
Day 4 (9 Jul) – 5.5 Public CPD Points (Inclusive of 2.5 Public MEC Points)
Day 5 (10 Jul) – 5.5 Public CPD Points (Inclusive of 1 Public MEC Points)
Day 6 (13 Jul) – 5.5 Public CPD Points (Inclusive of 2 Public MEC Points)
Day 7 (14 Jul) – 5.5 Public CPD Points
Participants who wish to obtain CPD Points must comply strictly with the Attendance Policy set out in the CPD Guidelines. For this activity, participants are reminded to sign in on arrival and sign out at the conclusion of each day of the event in the manner required by the organiser. Participants must not be absent from each day of the event for more than 15 minutes. Participants may obtain Public CPD Points for each day of the event on which they comply strictly with the Attendance Policy. Participants who do not comply with the Attendance Policy on any particular day of the event will not be able to obtain CPD Points for that day. Please refer to https://www.sileCPDcentre.sg for more information.
Certification
Participants who successfully complete the programme will be:
| Modules | Full Fees (S$) |
Fees after subsidies inclusive of 9% GST (With effect from 1 Jan 2024) (S$) | ||
|---|---|---|---|---|
| Before GST | After GST | Company-Sponsored | Company-Sponsored/Self Sponsored | |
| Application Fees | 85 | 85 | ||
| Course Fees | 8,000 | 8,560 | 1,560 | 1,560 |
| TOTAL | 1,645 | 1,645 | ||
| Modules | Full Fees (S$) |
Fees after subsidies inclusive of 9% GST (With effect from 1 Jan 2024) (S$) | ||||||
|---|---|---|---|---|---|---|---|---|
| Before GST | After GST |
Singaporean Aged Below 40 / PR
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Singaporean Aged 40 & Above
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Application Fees |
85.00 | 85.00 |
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Advanced Certificate in Trust Services |
8,000.00 | 8,640.00 |
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TOTAL |
8,085.00 | 8,725.00 |
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| Modules | Fees after Subsidy (incl. of GST) |
Fees after subsidies inclusive of 9% GST (With effect from 1 Jan 2024) (S$) | |||||
|---|---|---|---|---|---|---|---|
Singaporean/PR
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Singaporean Aged 40 & Above
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| Programme Fee |
|---|
Modules |
Full Fees (S$) |
Fees after subsidies inclusive of 9% GST (With effect from 1 Jan 2024) (S$) | |||||
|---|---|---|---|---|---|---|---|
| Before GST | After GST |
|
|
||||
Course Fees |
8,000.00 | 8,720.00 | 4,720.00 | 3,120.00 | |||
Modules |
Full Fees (S$) |
Fees after subsidies inclusive of 9% GST (With effect from 1 Jan 2024) (S$) | ||
|---|---|---|---|---|
| Before GST |
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||
| Modules | Full Fees (S$) |
Fees after subsidies inclusive of 9% GST (S$) | ||
|---|---|---|---|---|
| Before GST | After GST | Singaporean/PR Company-Sponsored/Self Sponsored |
||
| Course Fees | $8,000 | $8,720 | $5,720 | |
Note:
Fees shown are after IBF-STS funding. Subsidised# fees apply upon participants’ successful completion of the programme, which includes (i) fulfilling minimum attendance requirements and (ii) passing all relevant assessments.
#Subsidies are subject to change by IBF and fees will be adjusted based on prevailing funding rates. Click here to read more about funding support for IBF-STS, and terms & conditions governing registration, payment, cancellation, deferment and no-show.
Eligible SG citizens may utilise SkillsFuture Credit to offset course fees. This is only applicable for the regular SkillsFuture Credit, and not applicable for the SkillsFuture Credit (Mid-Career) additional top-up funding.
Global-Asia Family Office Circle (GFO Circle) Members are entitled to 10% discount across “Trust Services” programmes. Click here for more information on GFO Circle membership.
The information above is correct at the time of publication. Wealth Management Institute reserves the right to amend the fees and/or terms and conditions as appropriate.
In addition to Course Fees, each participant will also be charged a non-refundable and non-claimable application fee of S$85 (including GST).
This programme is pending accreditation by the Institute of Banking and Finance (IBF). When accredited, Singaporeans and Permanent Residents will be eligible for funding support of up to 70% course fee subsidy under the IBF Standards Training Scheme (IBF-STS).
Fees shown are after IBF-STS funding. Subsidised fees apply upon participants’ successful completion of the programme, which includes (i) fulfilling minimum attendance requirements and (ii) passing all relevant assessments.
Subsidies are subject to change by IBF and fees will be adjusted based on prevailing funding rates. Click here to read more about funding support for IBF-STS, and terms & conditions governing registration, payment, cancellation, deferment and no-show.
The information above is correct at the time of publication. Wealth Management Institute reserves the right to amend the fees and/or terms and conditions as appropriate.
Please note that program dates are subject to change at WMI’s discretion in the event of unforeseen circumstances. WMI will strive to provide advance notice of any changes whenever possible.
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