| 7.5 SILE Public CPD Points (Inclusive of 1.5 Public MEC Points) (TBC) |
The Certificate in Wealth, Succession and Legacy is one of the six learning modules offered under WMI’s Certificate in Family Office for Legal Practitioners programme, developed in partnership with the Law Society of Singapore.
This module focuses on wealth transfer, succession planning, and legacy considerations within the family office and private wealth context. It examines how families plan for the stewardship and transmission of wealth across generations, including the structuring of succession arrangements, alignment of family intentions, and management of inter‑generational expectations across jurisdictions.
The module is designed to be taken as part of a stackable programme structure, allowing participants to progress through the modules at their preferred pace while managing ongoing professional commitments.
Partner:
This module examines the principles and practical considerations involved in managing wealth transition across generations within the family office and private wealth context. Participants develop an understanding of how purpose, values, and long‑term objectives underpin effective succession and legacy planning, with particular focus on multigenerational and multi‑jurisdictional families.
The module provides an overview of key wealth and estate planning tools and structures, together with the regulatory and jurisdictional considerations that shape succession outcomes. Emphasis is placed on supporting structured needs assessment and informed decision‑making, enabling families to articulate and implement their long‑term intentions in a coherent and sustainable manner.
Critical cross‑border considerations are also addressed, including residency, domicile, and tax residency, and their implications for estate planning and wealth transfer. Participants examine how immigration status and jurisdictional differences influence succession strategies, family mobility, and long‑term legacy planning across jurisdictions.
The module further explores how purpose and values influence inter‑generational decision‑making and the stewardship of wealth over time. The use of advisory frameworks, governance mechanisms, and formal instruments to facilitate sensitive family discussions and manage transition across generations is examined within this context.
Through structured teaching, practical case studies, and guided discussion, participants gain applied insights into succession and legacy challenges faced by families operating within complex private wealth environments.
Course Duration: 8 Hours
Learning Outcomes
Professionals who advise or wish to advise high‑net‑worth families and family offices on wealth structuring, succession, governance, and cross‑border regulatory matters.
Useful Links
Participants who successfully complete the programme will be awarded:
Accreditation
IBF Accreditation
This programme is accredited by The Institute of Banking and Finance (IBF). Singaporeans and Permanent Residents are eligible for enhanced funding support of up to 70% course fee subsidy under the IBF Standard Training Scheme (IBF-STS).
Information on IBF-STS funding is available at https://www.ibf.org.sg/home/for-individuals/skills-and-jobs-development/training-support/IBF-STS
SILE
Certificate in Wealth, Succession and Legacy
Participants who wish to obtain CPD Points are reminded that they must comply strictly with the Attendance Policy set out in the CPD Guidelines. For this activity, this includes signing in on arrival and signing out at the conclusion of the activity in the manner required by the organiser, and not being absent from the entire activity for more than 15 minutes. Participants who do not comply with the Attendance Policy on any particular day of the activity will not be able to obtain CPD Points for attending the activity. Please refer to www.sileCPDcentre.sg for more information.
Certification
Upon completion, participants will be:
About IBF Certification
The following programme addresses the following Technical Skills and Competencies (TSCs) and proficiency level:
Participants are encouraged to access the IBF MySkills Portfolio (https://www.ibf.org.sg/home/for-individuals/resource-tools/myskills-portfolio) to track their training progress and skills acquisition against the Skills Framework for Financial Services. You can apply for IBF Certification after fulfilling the required number of Technical Skills and Competencies (TSCs) for the selected job role.
Find out more about IBF certification and the application process at https://www.ibf.org.sg/home/for-individuals/ibf-certification/why-be-ibf-certified
Fees and Fundings
Members of the Law Society of Singapore are entitled to a preferential rate of SGD 1,800 before GST.
| Modules | Full Fees (S$) |
Fees after subsidies inclusive of 9% GST (With effect from 1 January 2024) (S$) | ||
|---|---|---|---|---|
| Before GST | After GST | Company-Sponsored | Company-Sponsored/Self Sponsored | |
Fees and Fundings
Members of the Law Society of Singapore are entitled to a preferential rate of SGD 1,800 before GST.
| Modules | Full Fees (S$) |
Fees after subsidies inclusive of 9% GST (With effect from 1 January 2024) (S$) | ||
|---|---|---|---|---|
| Before GST | After GST | Singaporean Aged Below 40 / PR | Singaporean Aged 40 & Above | |
Fees and Fundings
Members of the Law Society of Singapore are entitled to a preferential rate of SGD 1,800 before GST.
| Modules | Fees after Subsidy (incl. of GST) |
Fees after subsidies inclusive of 9% GST (With effect from 1 January 2024) (S$) | ||||
|---|---|---|---|---|---|---|
| Programme Fee |
|---|
Fees and Fundings
Members of the Law Society of Singapore are entitled to a preferential rate of SGD 1,800 before GST.
Modules |
Full Fees (S$) |
Fees after subsidies inclusive of 9% GST (With effect from 1 January 2024) (S$) | |||||
|---|---|---|---|---|---|---|---|
| Before GST | After GST |
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| Certificate in Wealth, Succession and Legacy | 2,000.00 | 2,180.00 | 1,180.00 | 780.00 | |||
Fees and Fundings
Members of the Law Society of Singapore are entitled to a preferential rate of SGD 1,800 before GST.
Modules |
Full Fees (S$) |
Fees after subsidies inclusive of 9% GST (With effect from 1 January 2024) (S$) | ||
|---|---|---|---|---|
| Before GST | Below 40 | 40 & Above | ||
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.
Click here to read more about funding support for IBF-STS, and the 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 “Family Office” 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.
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