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

Certification

Participants who successfully complete the programme will be awarded: 

Accreditation

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.  
  • For Singapore Citizens and PR, IBF-STS provides 50% course fee subsidy for direct training costs. Singaporeans aged 40 years old and above will be eligible for 70% course fee subsidy for direct training costs. Course fee subsidy will be subject to a cap of S$3,000 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: Advanced
  • Participants who wish to obtain CPD Points must comply strictly with the Attendance Policy set out in the CPD Guidelines. For this activity, participants are reminded to sign in on arrival and sign out at the conclusion of each day of the event in the manner required by the organiser. Participants must not be absent from each day of the event for more than 15 minutes.Participants who attend Day 1 and comply strictly with the Attendance Policy on that day may obtain 5.5 Public CPD Points.Participants who attend Day 2 and comply strictly with the Attendance Policy on that day may obtain 5.5 Public CPD Points.

    Participants who attend Day 3 and comply strictly with the Attendance Policy on that day may obtain 5.5 Public CPD Points.

    Participants who attend Day 4 and comply strictly with the Attendance Policy on that day may obtain 6 Public CPD Points.

    Participants who attend Day 5 and comply strictly with the Attendance Policy on that day may obtain 5.5 Public CPD Points.

    Participants who attend Day 6 and comply strictly with the Attendance Policy on that day may obtain 5.5 Public CPD Points.

    Participants who attend Day 7 and comply strictly with the Attendance Policy on that day may obtain 5.5 Public CPD Points.

    Participants who do not comply with the Attendance Policy on any particular day of the event will not be able to obtain CPD Points for that day.

    Please refer to www.sileCPDcentre.sg for more information

    .

Certification

Certification

Participants who successfully complete the programme will be: 

Fees and Funding
Modules Full Fees
(S$)
Fees after subsidies inclusive of 9% GST (S$)
Before GST After GST Singaporean/PR
Company-Sponsored/Self Sponsored
Course Fees $8,000 $8,720 $5,720

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.

 

Eligible SG citizens may utilise SkillsFuture Credit to offset course fees. This is only applicable for the regular SkillsFuture Credit, and not applicable for the SkillsFuture Credit (Mid-Career) additional top-up funding.

 

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.

Schedule

Please note that program dates are subject to change at WMI’s discretion in the event of unforeseen circumstances. WMI will strive to provide advance notice of any changes whenever possible.

Advanced Certificate in Trust Services - 10, 13-17, 21-22 October 2025
Modules

Testimonials

Testimonials

Upcoming Dates

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