Insurance

Affluent & High-Net-Worth Series

Overview

WHO SHOULD ATTEND

Certification, FEES & FUNDING

Schedule

TESTIMONIALS

Social Media

Programme Overview

The growth of high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients has seen a rapid demand for wealth planning, which has propelled insurance to form part of any comprehensive approach to wealth structuring in areas such as asset liquidity provision, family wealth protection, distribution and legacy planning, business continuity planning and tax optimisation.

This series has a one-day module on wealth planning and a two-day module on how to position universal life as part of wealth planning. This programme has greatly benefitted many insurance advisers from leading insurance organisations.

Upcoming Dates

Modules

The two modules in this series can be taken on their own. Maximum learning is achieved by taking the one-day module before the two-day module.

Interested Participants Also Enquired About:

Certification

Participants who successfully complete the programme will be awarded:

Accreditation

IBF-FTS

Certification

Participants who successfully complete the programme will be awarded:

Certificate of Achievement

Modules	Full Fees (S$)	Fees after subsidies inclusive of GST (With effect from 1 Jan 2023) (S$)
Before GST	After GST	Company-Sponsored	Self-Sponsored
Tools in a Wealth Planner’s Toolbox: Trust, Tax & Estate Planning	1,400.00	1,498.00	798.00	238.00
Integrating Insurance, Investment & Wealth Planning into Client Advisory Process (Part 1)	1,400.00	1,498.00	798.00	238.00
Integrating Insurance, Investment & Wealth Planning into Client Advisory Process (Part 2)	1,400.00	1,498.00	798.00	238.00

Note:

In addition to Course Fees, each participant will also be charged a non-refundable and non-claimable application fee of S$85 (including GST).

FTS Grant Cap: S$500 per participant per programme, excluding GST.

This programme has been accredited under the Skills Framework for Financial Services and is eligible for funding under FTS, subject to all eligibility criteria being met. Find out more at www.ibf.org.sg/home/for-individuals/skills-and-jobs-development/training-support/IBF-STS.

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.

Insurance

Affluent & High-Net-Worth Series

Programme Overview

Upcoming Dates

Modules

Interested Participants Also Enquired About:

Who Should Attend

Certification

Schedule

Testimonials

We are currently updating our course fees and schedules on our website. Some course fees may not be reflected accurately. For the avoidance of doubt, WMI reserves the right to revise, update or amend the final fees at the point of transaction. Click here to contact us for more information.