Training

Training – Estate Planner Practice

BUILDING AN ESTATE PLANNING ADVISORY WITHIN
FINANCIAL PLANNING (ESTATE PLANNER PRACTICE)

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

Training Duration
Essential Estate Planning Practice – The Intricacies 1 day
To ‘Trust’ or not to ‘Trust’ in Estate Planning 1 day
To ‘Will’ or not to ‘Will in Estate Planning 1 day
Managing Individual’s Risk in Estate Planning 1 day
Islamic Estate Planning 1 day
The Intricacies of Business Succession Planning 1 day

TRAINING FEE:

A. MODULAR REGISTRATION

Day Training 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
2,700

OR
B. FULL MODULAR REGISTRATION                                         RM2,400
Inclusive of Refreshments & Course Materials
AND

C. REGISTRATION FEE                                                                     RM100

 i) Administrative works
 ii) Handling fee for CPE and CPD compliance / requirement

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