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Training - Estate Planner Practice |
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Course
Background:
The complexities of Malaysians wealth today have given rise
to the need of planning for their estate. Maximizing and preserving
their hard earned wealth by avoiding legal hassles and family
disputes over the asset left behind by them is indeed a big
question mark. Products alone such as Wills, Life Insurance
and Trusts are not sufficient means of preserving, accumulating
and distributing their hard earned wealth. The formation of
an Estate Planner Practice Management platform shall provide
additional avenues in dealing with such complexities.
The duty of an Estate Planner wearing the “planning cap” as
opposed to “product cap” has the duty and responsibility in
keeping the client informed and providing lifelong impartial
guidance in all areas of Estate Planning for their Wealth Succession
Strategies. The Planner should be aware that Estate Planning
Advisory Practice is a fee based holistic advisory process.
The
focus of this conference is towards the practical deliverables
of Estate Planning practices. Participants like the IA/FP,
Licensed Representatives, Insurance Practitioners, Trust Officers,
Legal Advisers and Will Writers has the best combination of
backgrounds for Estate Planning practices where their current
expertise is further expanded to provide holistic solutions
to the complexities of their clients’ wealth.
Course Objectives:
These 6 types of training are structured to raise awareness
of the importance of Estate Planning and its potential applications
as a tool of Wealth Management to all Financial Practitioners.
The
training materials led by practitioners who are also the trainers
of this course which will enable participants to acquire the
competency of estate planning to their clients. The focus
of this course is more towards the practical deliverables
in their practice as Financial Practitioners. Participants
like the insurance practitioners, trust officers, legal advisers
and will writers form the best combination for such practices
where their current expertise is further developed to provide
holistic solutions to the complexities of their clients’ wealth.
Course Outlines:
There
are 6 types of training in Estate Planning Practice. Every
training form the essential part in Estate Planning Practice
1)
Essential Estate Planning Practice – The Intricacies
(1 day)
2)
To ‘Trust’ or not to ‘Trust’ in Estate Planning
(1 day)
3)
To ‘Will’ or not to ‘Will’ in Estate Planning
(1 day)
4)
Managing Individual’s Risk in Estate Planning
(1 day)
5)
Islamic Estate Planning
(1 day)
6)
The Intricacies of Business Succession Planning
(1 day)
TRAINING FEE:
A. MODULAR REGISTRATION
|
Day |
Training
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PRICE
(RM) |
|
1 |
Essential Estate Planning Practice – The
Intricacies |
450 |
|
2 |
To ‘Trust’ or not to ‘Trust’ in Estate
Planning |
450 |
|
3 |
To ‘Will’ or not to ‘Will in Estate Planning |
450 |
|
4 |
Managing Individual’s Risk in Estate Planning |
450 |
|
5 |
Islamic Estate Planning |
450 |
|
6 |
The Intricacies of Business Succession
Planning |
450 |
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2,700 |
OR
| B. FULL MODULAR
REGISTRATION
RM2,400 |
| Inclusive of Refreshments & Course Materials |
AND
C. REGISTRATION FEE
RM100
| i) |
Administrative works |
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| ii) |
Handling fee for CPE and
CPD compliance / requirement |
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Brochure (PDF)