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.

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.

 

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

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

Interested Participants Also Enquired About:

Advanced Certificate in Trust Services

Certificate for Family Office Advisors – Foundation

Certificate for Family Office Advisors for Greater China Markets