Advanced Certificate in Trust Services

Programme Overview

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.

Modules

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.

Wealth Planning with Trusts
Tax in Wealth and Estate Planning
Estate Trusteeship
Regulatory Compliance
Trust Operations and Administration
Risk Management and Control
Management and Governance

Download programme brochure

Who Should Attend

  • Trust Administrator
  • Wealth and Estate Planner
  • Trust Relationship Managers
  • Lawyers
  • Family Office Advisors
  • Private Bankers and Client Relationship Managers handling UHNW and Family Office segment

Useful Links

Certification

Participants who successfully complete the programme will be awarded: 

Accreditation

Accreditation

IBF Accreditation

 

  • The Advance Certificate in Trust Services programme is pending accreditation.
  • For Singapore Citizens and PR, IBF-STS provides 50% course fee subsidy for direct training costs. Singaporeans aged 40 years old and above will be eligible for 70% course fee subsidy for direct training costs. Course fee subsidy will be subject to a cap of S$3,000 per participant per course. Find out more on funding criteria and eligibility at www.ibf.org.sg
  • Participants are advised to assess the suitability of the courses and their relevance to his/her business activities or job roles

 

SILE

 

  • Eligible CPD Points: 39 Public CPD Points (Inclusive of 8.5 Public MEC Points) – TBC
  • Practice Area: Private Client
  • Training Level: Intermediate
  • Please refer to www.sileCPDcentre.sg for more information.

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

Certification

Participants who successfully complete the programme will be: 

Fees and Funding

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

Fees and Funding

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 Singaporean Aged 40 & Above
Application Fees 85.00 85.00
85.00 85.00
85.00 85.00
Advanced Certificate in Trust Services 8,000.00 8,640.00
4,640.00 4,640.00
3,040.00 3,040.00
TOTAL 8,085.00 8,725.00
4,725.00 4,725.00
3,125.00 3,125.00

Fees and Funding

Modules Fees after Subsidy
(incl. of GST)
Fees after subsidies inclusive of 9% GST (With effect from 1 Jan 2024) (S$)
Category
2
1 Not Applicable


1 For Singaporeans aged 40 and above, you are eligible to utilise the SkillsFuture Credit (Mid-Career) further to offset your course fee after the IBF subsidy.

2 Fees shown are after IBF-STS funding assuming students meet the minimum academic standards outlined by IBF and are physically based in Singapore. The fees are also subject to IBF accreditation approval for all modules.

Fees and Funding


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
Company Sponsored/Self Sponsored
Singaporean
Aged 40 & Above
Company Sponsored/Self Sponsored
Course Fees 8,000.00 8,720.00 4,720.00 3,120.00

Fees and Funding


Modules
Full Fees
(S$)
Fees after subsidies inclusive of 9% GST (With effect from 1 Jan 2024) (S$)
Before GST Below 40 40 & Above
Fees and Funding
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.

Schedule

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.

Advanced Certificate in Trust Services - 2-3, 8-10, 13-14 July 2026
Modules

Testimonials

Testimonials

Upcoming Dates

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Perspectives from our Faculty and Alumni

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