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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.
The two modules in this series can be taken on its own. Maximum learning is achieved by taking the one-day module before the two-day module.
Participants will learn how to
Real-life case studies focusing on Asian families are extensively used to reinforce the application of wealth planning concepts and solutions.
Total Training Duration / CPD Hours: 7
Classroom Hours: 7
Our faculty will demonstrate how insurance is a critical component of clients’ overall wealth management needs.
The programme adopts a practice-led approach so participants may apply what was shared by their trainer and peers on the following:
Total Training Duration / CPD Hours: 14
Classroom Hours: 14
Insurance leaders and advisors
Financial planners and advisors
Bancassurance specialists
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Participants who successfully complete the programme will be awarded:Â
Accreditation
IBF-FTS
Certification
Participants who successfully complete the programme will be awarded:
Note:
FTS Grant Cap: S$2,000 per participant per programme, excluding GST