Training – Estate Planner Practice



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

Essential Estate Planning Practice – The Intricacies1 day
To ‘Trust’ or not to ‘Trust’ in Estate Planning1 day
To ‘Will’ or not to ‘Will in Estate Planning1 day
Managing Individual’s Risk in Estate Planning1 day
Islamic Estate Planning1 day
The Intricacies of Business Succession Planning1 day



DayTrainingPRICE (RM)
  1Essential Estate Planning Practice – The Intricacies450
  2To ‘Trust’ or not to ‘Trust’ in Estate Planning450
  3To ‘Will’ or not to ‘Will in Estate Planning450
  4Managing Individual’s Risk in Estate Planning450
  5Islamic Estate Planning450
  6The Intricacies of Business Succession Planning450

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

C. REGISTRATION FEE                                                                     RM100

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


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