Certificate in International Tax Considerations for Families of Wealth

Programme Overview

With the increasing globalisation of Family Wealth, tax considerations are integral to ensure families comply with global tax conditions to preserve wealth.

 

This course explores in-depth tax considerations in Singapore and across the globe, allowing learners to understand how best to advise or practice tax compliance for family offices. It covers the broad overview of existing and emerging global tax issues and obligations, and how these may impact tax-related decisions of families today (e.g., FATCA/CRS) and discusses the challenges of families with large global footprints and common trigger points that may have tax impact.

 

  • Structure investment and succession plans with a holistic view of the tax landscape
  • Highlight relevant tax developments in relation to Family Office and the Family
  • Analyse and contextualise these developments to the Family’s situation and highlight where there may be a possible impact
  • Make recommendations on possible tax implications referencing supporting information and sources

 

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

Modules

Download programme brochure

Who Should Attend

  • Trust Administrator/ Manager
  • Wealth Planner and Estate Planner
  • Trust Relationship Managers
  • Lawyer
  • Family Office Advisor
  • Client Advisor
  • Client Relationship Managers handling UHNW and Family Office segment
  • External/ Independent Asset Manager
  • Financial Planner

Useful Links

Certification

Participants who successfully complete the programme will be awarded: 

Accreditation

Accreditation
  • This programme is accredited by The Institute of Banking and Finance (IBF). Singaporeans and Permanent Residents are eligible for enhanced funding support of up to 70% course fee subsidy under the IBF Standard Training Scheme (IBF-STS).
  • Information on IBF-STS funding is available at https://www.ibf.org.sg/home/for-individuals/skills-and-jobs-development/training-support/IBF-STS
  • Participants are advised to assess the suitability of the courses and their relevance to his/her business activities or job roles

Certification

Certification

Upon completion, participants will be:

  • Eligible for 10 IBF-STS CPD Hours
  • Awarded the WMI Certificates for Certificate in International Tax Considerations for Families of Wealth

 

About IBF Certification

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

 

Certificate in International Tax Considerations for Families of Wealth

  • Investment and Financial Management PL 4

 

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:

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.

#Click here to read more about funding support for IBF-STS, and the 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

modules

Certificate in International Tax Considerations for Families of Wealth - 25, 26 Jul 2024
Modules
Modules

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