Financial Planning Professionals

Affordable and customisable seminars, workshops and training programmes

Carefully planned training syllabus for Financial Planners

As financial planners ourselves, we encourage both new and seasoned financial advisors to join our programmes and expand their knowledge in addressing critical issues individuals and business professionals are facing today.
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FortisWills Affiliate Course

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

Basic Estate Planner Course

Basic Estate Planner Course is a proprietary course developed to equip the participants with basic knowledge of estate planning and advance care planning in Singapore so that they can become an effective estate planner.

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Basics of Estate Planning

Basics of Estate Planning is a proprietary half-day course specially developed to equip the participants with basic knowledge of estate planning in Singapore

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Basics of ACP (Advance Care Planning)

Basics of Advance Care Planning is a proprietary course specially developed to equip the participants with basic knowledge of advance care planning in Singapore

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Basics of Business Succession Planning

Business Succession Planning is a proprietary course specially developed to equip business owners and entrepreneurs with the basic knowledge of business succession planning in Singapore

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Opportunities Using Estate And Advance Care Planning Tools

Opportunities using estate and advance care planning tools is a proprietary course cum workshop specially developed to equip participants with basic knowledge of estate and advance care planning in Singapore and how they can leverage on such knowledge and create opportunities to enhance their financial advisory or financial planning work.

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Basics of Estate Administration in Singapore

Basics of Estate Administration in Singapore is a half-day course developed to equip the participants with basic knowledge of estate administration in Singapore and why it is so important and integral to estate planning.

To Become An Affiliate or FEPA

We have developed a training syllabus for new financial planners. For seasoned financial advisors, we have the Fortis Estate Planning Affiliate (FEPA®)​ approach.

How to become an Affiliate

As an affiliate, you’ll get to enjoy special prices for courses, high referral commissions, free legal talks, early notifications on special promotions. We’ll also provide free seminars on Estate Planning for your clients. You can also engage our legal partner Fortis Law to assist your clients with any legal matters.

Affiliate

How to attain the FEPA® designation

Affiliate

Complete these 3 Modules  to attain the Fortis Estate Planning Affiliate (FEPA®) designation.

01
Basics of Succession Planning

Business Succession Planning is a proprietary course specially developed to equip business owners and entrepreneurs with the basic knowledge of business succession planning in Singapore

02
Opportunities Using Estate Planning & Advanced Care Planning

Opportunities using estate and advance care planning tools is a proprietary course cum workshop specially developed to equip participants with basic knowledge of estate and advance care planning in Singapore.

03
Estate Administration for Local and Foreigners in Singapore

Basics of Estate Administration in Singapore is a half-day course developed to equip the participants with basic knowledge of estate administration in Singapore and why it is so important and integral to estate planning.

Fortis Estate Planning Affiliate (FEPA®)