Trust Services

Certificate in Trust Services

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Programme Overview

The WMI 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.

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.

 

Total: 37 CPD hours
Core FAA / SFA CPD: 10 hours

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Advanced Certificate in Trust Services

Certificate for Family Office Advisors – Foundation

Certificate for Family Office Advisors for Greater China Markets