CERTIFIED WILL PLANNER COURSE

Introduction

Most client are not interested to hear what they already know, especially when they heard it from your competitors… and thus the new skills and knowledge that you will acquire from this course will set you apart from your competitors.

The Certified Will Planner course is designed to deliver over a period of 36 hours and will equip you with the right SKILL and KNOWLEDGE to:

  • KNOWLEDGE OF THE LAWS related to every asset one may have… and yet not commonly known to most of your client;
  • SKILL TO PROBE your client to understand the potential problems should one dies intestate;
  • SKILL TO ASSIST your client to plan out a proper Will that can address their concerns;
  • ABILITY TO READ AND EXPLAIN the content of the Will and determine if it is valid or not; and
  • GUIDE your client with information pertaining to the court application for the Letter of Admin and Grant of Probate.

Learning Outcome

  • By knowing your client’s situation, you will be able to IDENTIFY THE POTENTIAL PROBLEMS their family members will face should the client were to die intestate (without a Will);
  • You will be able to SHARE YOUR KNOWLEDGE ON THE LIMITATION AND LEGAL IMPLICATION of each asset base;
  • You will be able to SHARE APPROPRIATE IDEAS with regards to the distribution of client’s asset base on their unique situation;
  • You will be able to PROBE YOUR CLIENT WITH DIFFERENT SCENARIOS for them to consider with regards to their Wills;
  • You will have the SKILL TO ASSIT YOUR CLIENT TO PREPARE A COMPREHENSIVE WILL;
  • You will be able to DETERMINE THE VALIDITY OF THEIR WILL and if it is comprehensive enough base on client’s situation;
  • You will have the knowledge to share with your client the DOCUMENTS REQUIRED TO FILE THE LETTER OF ADMIN and GRANT OF PROBATE, the PROCEDURES INVOLVED IN THE APPLICATION and the rightful outcome of the deceased’s assets; and
  • You will be able to OPEN UP NEW BUSINESS OPPORTUNITIES for further discussion.


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Who can benefit

Basically, professional executives who is in the business of servicing the client in the Financial and Property Industries dealing with insurance, real estate, banking, stocks and shares and other investment instruments. 

Ideal professions like;

  • Financial Adviser
  • Insurance Agent and Broker (Life & General)
  • Property Agent
  • Private Banker
  • Stock Broker
  • Remisier
  • Accountant
  • Corporate Secretary
  • and other Investment Related Profession.

Course Fee

The whole course consist of 6 different modules and leaners can pick and choose the module base on their preferred timing and day.  At the end of each module, leaners will be assessed to determine if they are “Competent” or “Not Yet Competent”.  All modules are conducted in classroom mode with a min attendance of 8 learners before the commencement of the class.

Upon completion of all 6 modules, learner will be awarded the Certified Will Planner certificate.  The total fee for the Certified Will Planner course is S$2,500.00 nett which include a Basic Testament Will worth $350.00 for the learner.   Alternately, you can choose to pay for the single course module that you attend.

Click here to register for the course (all 6 modules) :  https://forms.gle/sbCfN26YH6wCP4Pi8

    Course Content

    MODULE 1: All about Testament Will

    • Learn the structure of a comprehensive Will
    • Requirement of a valid Will
    • How to read and explain the content of the Will
    • The purpose and role of the Witness in the Will
    • Case Studies and discussion

      Cost: S$350
      Duration: 4 hours

      Click here to register: https://forms.gle/hS8APc6rwKrmFH9e7

      Course Content

      MODULE 2: Appointment Holders in the Will

      • Understand the role and responsibilities of the…
        1. Executor
        2. Guardian
        3. Trustee
      • Case Studies and discussion

      Cost: S$388

      Duration: 4 hours

      Click here to register:  https://forms.gle/c3xBfZx6EPfZgqQh6

      Course Content

      MODULE 3: Laws Relate to Assets

      • Understand the existing laws that can restrict how you want your assets to be given.
      1. Inheritance (Family Provision) Act
      2. Central Provident Fund Act
      3. HDB And Property Law
      4. Co-operative Society Act
      5. Insurance Act
      6. Rule of Survivorship
      7. Shari’ah Laws
      • Case Studies and discussion

      Cost : S$388

      Duration: 4 hours

      Click here to register:  https://forms.gle/SS7uTVC36XRuPRT78

       

      Course Content

      MODULE 4: Trust Arrangement & Living Will

      • Learn about the different type of Trusts (Living/Testament/Standby)
      • Difference between Trust, LPA and Power of Attorney and when to use them
      • Considerations involved in the Trust Deed for children/parent
      • Case Studies and discussion

      Cost : S$388

      Duration: 4 hours

      Click here to register:  https://forms.gle/BwK6tyQX2TxjFpjz5

      Course Content

      MODULE 5: 1ST Step Towards Will Planning

      • Learn the profile of your client
      • Apply the art of probing to get client to see their needs
      • How to start planning the Will content for your client
      • Case Studies, Role Play and discussion

      Pre-requisite: Module 1 to Module 5

      Cost : S$588
      Duration: 8 hours

      Click here to register:  https://forms.gle/Za8G9x88CpU5CK9h9

      Course Content

      MODULE 6:  Probate Matters

      • Learn the differences between Letter of Admin and Grant of Probate
      • Documents required for court application for probate
      • Procedures involved in the application for probate
      • How to gather information on the deceased’s assets
      • Which is the best options for client to get assistance for the application
      • Case Studies and discussion

      Cost : S$888
      Duration: 8 hours

      Click here to register:  https://forms.gle/DbXNtRCma7Hvr7A3A

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