Certificate in Trust Services

Programme Overview

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.

Modules

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.

 

  • Trusts in Wealth Planning
  • Wealth and Estate Planning: Tax
  • Client Acceptance and Management
  • Arriving at the Trust Decision
  • Trust Administration
  • Trust Regulations and Practices
  • Trust Business Risk Management

Download programme brochure

Who Should Attend

  • Trust Administrator/ Manager
  • Wealth Planner
  • Estate Planner
  • Lawyer
  • Family Office Advisor
  • Client Advisor
  • External/ Independent Asset Manager
  • Financial Planner

Useful Links

Certification

Participants who successfully complete the programme will be awarded: 

Accreditation

Accreditation

IBF Accreditation

 

 

SILE 

 

 

  • Eligible Public CPD Points: Day 1= 6.5, Day 2= 5.5, Day 3= 3, Day 4= 6.5, Day 5= 4 and Day 6= 6.5. Total = 32
  • Practice Area: Private Client
  • Training Level: Foundation
  • 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 may obtain Public CPD Points for each day of the event on which they comply strictly with the Attendance Policy. 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

Upon completion, participants will be:​

  • Eligible for 37 IBF-STS CPD Hours​
  • Awarded the WMI Certificates for (i) Certificate in Trust Services – Trust and Wealth Planning Solutions and (ii) Certificate in Trust Services – Trust Administration and Management​

About IBF Certification

The following programme addresses the following Technical Skills and Competencies (TSCs) and proficiency level:​

 

Certificate in Trust Services – Trust and Wealth Planning Solutions ​

  • Customer Acceptance Checking and Onboarding PL 2​
  • Service Challenges PL 3​
  • Trust Structuring PL 3​
  • Market Specialisation PL 3​

 

Certificate in Trust Services – Trust Administration and Management ​

  • Corporate and Business Law Application PL 3​
  • Regulatory Compliance PL 3​
  • Ethical Culture PL 3​

Participants are encouraged to access the IBF MySkills Portfolio (https://www.ibf.org.sg/home/for-individuals/resource-tools/myskills-portfolio) to track their training progress and skills acquisition against the Skills Framework for Financial Services. You can apply for IBF Certification after fulfilling the required number of Technical Skills and Competencies (TSCs) for the selected job role.​

Find out more about IBF certification and the application process at https://www.ibf.org.sg/home/for-individuals/ibf-certification/why-be-ibf-certified

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 the 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.

Schedule

Certificate in Trust Services - 3, 4, 5, 8, 9 & 19 Apr 2024
Modules

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Upcoming Dates

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