Falco Academy Pte Ltd
LEGAL RULES OF ESTATE PLANNING FOR FINANCIAL ADVISER REPRESENTATIVES

Courses

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LEGAL RULES OF ESTATE PLANNING FOR FINANCIAL ADVISER REPRESENTATIVES

  • TBC
  • 9:30am - 5:30pm
  • S $80.00 S$216 (after 80% Subsidy, includes GST) or S$136 (after 90% Subsidy, includes GST)
  • Virtual Class

Designed for FA Reps to enhance their understanding on the 6 legal rules of succession and to equip FA Reps with the knowledge to provide useful and practical advice to their clients on the estate planning process.

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Description

Learning Objectives & Outcomes:

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

  • Understand the 6 aspects of law that affects the succession process
  • Engage client effectively on the topic of Estate Planning and identify 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