| Next intake in 17 Nov | |
| 37 CPD hours |
Up to 70% Subsidy. SkillsFuture Credit Claimable
The Certificate in Trust Services (CTS) programme provides participants with a comprehensive overview of the wealth & estate planning industry in Singapore and the fundamental tools and solutions available to achieve their client’s long-term financial succession and preservation objectives.
Total: 37 CPD hours
Core FAA CPD: 10 hours
Core SFA CPD: 10 hours
SILE CPD (for lawyers): 32 hours
This is the first of a two-part course and is required prior to taking the Advanced Certificate in Trust Services programme.
Designed for individuals who are interested to deepen their understanding of trust administration and wealth and estate planning, as well as individuals who are keen to pursue a career in these areas, the WMI CTS programme is taught by highly qualified senior practitioners from the wealth and estate planning industry and covers topics including trust regulations and practices, taxation, client advisory and trust structuring, trust management and operations as well as risk management.
In our vastly interconnected world, financial information has become highly accessible and on-demand services more widespread. As such, it is imperative to have a solid understanding of how different investment products behave in periods of market volatility and dislocation.
This module adopts a strong use of case studies and discussions to address when and how to deploy various investment products effectively and provides a framework across investment cycles.
Total Training Duration / CPD Hours: 8
Core FAA CPD: 4
Core SFA CPD: 4
Classroom Hours: 3
Online Hours: 5
In our vastly interconnected world, financial information has become highly accessible and on-demand services more widespread. As such, it is imperative to have a solid understanding of how different investment products behave in periods of market volatility and dislocation.
This module adopts a strong use of case studies and discussions to address when and how to deploy various investment products effectively and provides a framework across investment cycles.
Total Training Duration / CPD Hours: 8
Core FAA CPD: 4
Core SFA CPD: 4
Classroom Hours: 3
Online Hours: 5
As such, it is imperative to have a solid understanding of how different investment products behave in periods of market volatility and dislocation.
This module adopts a strong use of case studies and discussions to address when and how to deploy various investment products effectively and provides a framework across investment cycles.
Total Training Duration / CPD Hours: 7
Core FAA CPD: 3
Core SFA CPD: 3
Classroom Hours: 2
Online Hours: 4
Our programme is designed to connect rigorous academic theory with current industry best practices to ensure we provide global perspectives with an Asian focus. From high recommendations to trainer ratings, we take pride in helping individuals achieve their career goals.
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| Fees Title Subtitle Modules |
Full Fees (S$) |
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Course Fees |
2,000.00 | 1,180.00 | 1,180.00 | 1,180.00 | |||
| Elective Fees Title Subtitle Modules |
Full Fees (S$) |
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| Before GST | After GST |
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Test |
2 | 2 | 3 | 3 | |||
| Specialisation Fees Title Subtitle Modules |
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| Before GST | After GST |
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CPBL2 – Product Strategies |
100 | 100 | 100 | 100 | |||
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).
For the CPBL2 – Client Relationship Management module, a re-assessment fee of S$540 will be charged if the participant is unable to achieve the passing mark in the Role Play Assessment.
Click here to read more about the 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.
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.
| Format | Date |
|---|---|
| Template 1 | 01 January 2025 |
| Modules | This is template 3 |
|---|---|
| This is template 3 | This is template 3 |
| Modules | Array |
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Participants who successfully complete the programme will be awarded:
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