Introduction to Estate Planning, Wills and Trust Planning

Date: TBD
9:30am – 5:30pm

Course Fee: $800
After IBF Subsidy: $80
Virtual Classroom (Zoom)
IBF Course Code: P200512DZO

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About This Course

Designed for FA Reps to enhance their understanding on the legal rules of succession and to equip FA Reps with the knowledge to provide useful and practical advice to their clients on estate planning process, will writing and trust planning.

Learning Objectives & Outcomes:

Upon completion of the programme, the FA Representative will be able to:

  • Understand the aspects of law that affects the succession process
  • Engage client effectively on the topic of Estate Planning and identifying
    potential issues relating to succession planning
  • Have a trusted relationship with clients
  • Formulate appropriate estate plans for clients
  • Provide a more comprehensive financial planning for clients by including
    estate planning

Introduction to Estate Planning, Wills and Trust Planning

Limited to 40 pax. Book your seat fast!

Date: TBD
9:30am – 5:30pm
Course Fee: $800
After IBF Subsidy: $40

Trainer's Profile

Lee Wei Meng
Legal Councel, Falco Heritage Pte Ltd

Wei Meng is a member of the Society of Will Writers (UK), Bachelor of Laws (LLB), Chartered Life Underwriter, Chartered Financial Consultant (ChFC).

He currently serves as Director, Financial Advisory Services at Financial Alliance Pte Ltd, Singapore’s leading and award winning independent financial advisory firm. His primary areas of work include wealth management and financial advisory.

He currently serves as the Legal Counsel to Falco Heritage Pte Ltd, an estate planning firm providing Wills and Trust Services.

He conducts regular training sessions for consultants. He also speaks at clients seminars on subjects relating to Financial Literacy and Succession Planning

Chee Fook Keon
Director, Legacy Planners Pte Ltd

LLB (London), MBA (Columbia) Trust & Estate Planning Consultant, Kensington Trust Singapore Limited. Director, Legacy Planners Pte Ltd

In the past 9 years, Keon has worked in licensed trust companies as resident manager, director and estate planning advisor.

He is currently a Resident Manager at Kensington Trust Singapore Limited. He has been providing estate planning training for 8 years, the past 4 years through Legasy Planners Pte Ltd which is a company focused largely on wealth management and estate planning training.

Training Grants & Subsidies

IBF Financial Training Scheme (90%)

IBF course fee subsidies for locals attending accredited or recognised courses up to 90%.

SkillsFuture Credit

Singaporeans may also use your SkillsFuture Credit for the course fee payment.

‚ÄčTraining Allowance Grant (TAG)

TAG provides $10 per hour of training. Only for company-sponsored individuals; and
Singapore Citizens or Singapore PRs, physically based in Singapore.