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The WMI 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, law 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.
Classes incorporate case studies and team-based learning activities to facilitate 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
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Participants who successfully complete the programme will be awarded:
Accreditation
IBF Accreditation
SILE
Certification
Participants who successfully complete the programme will be:
Note:
A non-refundable and non-claimable application fee of S$85 is required upon application submission.
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.
