Advanced Certificate in Trust Services

Programme Overview

The 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, laws 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.

Modules

Classes incorporate case studies and team-based learning activities to facilitate the 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

Wealth Planning with Trusts

Tax in Wealth and Estate Planning

Estate Trusteeship

Regulatory Compliance

Trust Operations and Administration

Risk Management and Control

Management and Governance

Download programme brochure

Who Should Attend

Trust Administrator
Wealth and Estate Planner
Trust Relationship Managers
Lawyers
Family Office Advisors
Private Bankers and Client Relationship Managers handling UHNW and Family Office segment

Useful Links

IBF Standards: https://www.ibf.org.sg/home/for-individuals/skills-and-jobs-development/training-support/IBF-STS

SILE site: https://www.silecpdcentre.sg/

Certification

Participants who successfully complete the programme will be awarded:

Accreditation

IBF Accreditation

The Advance Certificate in Trust Services programme has been accredited and is eligible for funding under the IBF Standards Training Scheme (IBF-STS), subject to all eligibility criteria being met.
IBF-STS provides 90% course fee subsidy for direct training costs subject to a cap of S$7,000 per participant per course. Find out more on funding criteria and eligibility at www.ibf.org.sg
Participants are advised to assess the suitability of the courses and their relevance to his/her business activities or job roles

SILE

Eligible CPD Points: 39
Practice Area: Private Client
Training Level: Intermediate
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 that day of the activity. Please refer to www.sileCPDcentre.sg for more information.

Certification

Participants who successfully complete the programme will be:

Awarded the WMI Advanced Certificate in Trust Services
Eligible for Core FAA/SFA CPD: 10 hours
Eligible for the IBF Advanced (Level 2) Certification in Private Banking & Wealth Management (Product Solutioning and Management)** Terms and conditions apply – www.ibf.org.sg/home/for-individuals/ibf-certification/why-be-ibf-certified.

Modules	Full Fees (S$)	Fees after subsidies inclusive of 9% GST (With effect from 1 Jan 2024) (S$)
Before GST	After GST	Company-Sponsored	Company-Sponsored/Self Sponsored
Application Fees			85	85
Course Fees	8,000	8,560	1,560	1,560
TOTAL			1,645	1,645

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).

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.

Global-Asia Family Office Circle (GFO Circle) Members are entitled to 10% discount across “Trust Services” 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.