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.


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


Participants who successfully complete the programme will be awarded: 



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
  • Participants are advised to assess the suitability of the courses and their relevance to his/her business activities or job roles






  • 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 for more information.



Participants who successfully complete the programme will be: 


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.


Advanced Certificate in Trust Services - 2, 3, 4, 5, 8, 9, 10 & 11 Jul 2024



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