FortisWills Affiliate Course

Details

  • Start Course: 9.30am - 6pm
  • Course Duration: 2 Days

Instructors

  • Instructors Mr Patrick Tan, TEP and Mr Keon Chee

FortisWills Affiliate Course provides professional training and cutting-edge Estate Planning tools to supercharge your Financial Advisory work.

Everyone needs legacy planning and they are looking to you to guide and direct them in the right direction. Become their trusted advisor by leading them to family-friendly solutions to preserve, manage their wealth, and also to provide for their loved ones after they are gone.

Topics that will be covered in the course:

  • Estate Planning
  • Advance Care Planning & Lasting Powers of Attorney
  • Will & Trust Planning
  • Executors v Trustees
  • Estate Administration

Complete this course and join us as a Fortis Estate Planning Affiliate. You will receive the necessary practical knowledge and you will also have access to the best Estate Planning tools to meet the unique needs of your clients and their families.

For more information on the course/upcoming course dates, contact us: