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Affordable and customisable seminars, workshops and training programs

Basic Estate Planner Course

Elderly care
  • Course Duration

0.5 Day

  • Instructor

Mr Patrick Tan, TEP 

Introduction

Advance care planning has gained popularity in Singapore in recent times and more people are becoming aware of the need for advance care planning. The government is also actively promoting advance care planning and has introduced the Mental Capacity Act in 2010 and launched the Lasting Power of Attorney in Singapore in the same year. 

Most importantly, everyone needs an advance care plan. And your clients are looking to you to guide and direct them in the right direction! Become your clients’ trust financial advisor by sharing with them family-friendly solutions how their advance care planning needs can be met, and who among their loved ones can be appointed to look after them when they are critically ill and no longer able to look after themselves.

What this course is about

Basics of Advance Care Planning is a proprietary course specially developed to equip the participants with basic knowledge of advance care planning in Singapore so that they can understand the fundamental concepts related to advance care planning and why knowledge on the Advance Care Planning Workbook, Lasting Power of Attorney, and Advance Medical Directive, are so important and integral to financial planning. 

Throughout this course, the trainer will share real-life case studies to illustrate the concepts related to advance planning. The content in this course is supported by real-life cases, all of which were personally encountered by the trainer in his professional and personal capacity. By sharing these real-life cases, the participants can also better appreciate the importance of advance care planning and in turn share

Who this course is for

This course is opened to all registered and licensed Financial Advisors and Consultants, bankers, investment professionals, family office professionals, lawyers, accountants, and real estate salespersons.

FortisWills Affiliate Program

Upon the successful completion of this course and the Basics of Estate Planning course, participants will be invited to join the FortisWills Affiliate Program. As an Affiliate, the benefits include free trainings on related estate and advance care planning topics, regular talks and seminars, priority in securing speakers from partner law firm for your events, fee-sharing arrangement, access to the proprietary app WillPass developed by FortisWills Pte Ltd and many more.

Course Fee:

Course fee per participant is S$300, which covers the course materials. Participants who complete this course and the Basics of Estate Planning will be invited to join as an Affiliate. The annual fee for being an Affiliate is S$88 per annum. Please note that the annual fee for being an Affiliate is not covered under the subsidy. This Affiliate fee may be waived in the following year upon attainment of prescribed production level.

This course is recognised under the Financial Training Scheme (FTS) and is eligible for FTS claims subject to all eligibility criteria being met.

Please note that in no way does this represent an endorsement of the quality of the training provider and course. Participants are advised to assess the suitability of the course and its relevance to his/her business activities or job roles.

The FTS is available to eligible entities based on the prevalent funding eligibility, quantum and caps. FTS provides 30% course fee subsidy support for direct training costs subject to a cap of S$500 per candidate per course subject to all eligibility criteria being met.

Find out more on www.ibf.org.sg.

Learning Mode: Classroom style

Advance care planning has gained popularity in Singapore in recent times and more people are becoming aware of the need for advance care planning. The government is also actively promoting advance care planning and has introduced the Mental Capacity Act in 2010 and launched the Lasting Power of Attorney in Singapore in the same year. 

Basics of Advance Care Planning is a proprietary course specially developed to equip the participants with basic knowledge of advance care planning in Singapore so that they can understand the fundamental concepts related to advance care planning and why knowledge on the Advance Care Planning Workbook, Lasting Power of Attorney, and Advance Medical Directive, are so important and integral to financial planning. 

Throughout this course, the trainer will share real-life case studies to illustrate the concepts related to advance planning. The content in this course is supported by real-life cases, all of which were personally encountered by the trainer in his professional and personal capacity. By sharing these real-life cases, the participants can also better appreciate the importance of advance care planning and in turn share these stories with their clients.

Course Outcome:

Once the participants have completed the course, the participants should have a broad overview of what advance care planning is and how such knowledge can complement their financial advisory work with their clients. Participants should also know what the Advance Care Planning Workbook, Lasting Power of Attorney, and Advance Medical Directive, are.With this acquired knowledge, the participants should be equipped to, at least, start meaningful conversations on advance care planning with their clients.Upon completion of the course, the participants will be able to lead their clients to family-friendly solutions related to advance care planning. The participants will also receive the necessary practical knowledge and have access to the best advance care planning tools to meet the unique needs to their clients.
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Other Courses
FortisWills Affiliate Course

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

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.

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.
  • Top-notch training: Our trainings are conducted by legal and trust professionals
  • Solid expertise: We are backed by a law firm and a trust company
  • Simply refer: Our in-house full-time estate planners will see to it that your clients enjoy a professional and proper estate planning experience
  • Fee sharing arrangements: We share a portion of the fees paid with you
  • Regular talks: We organize regular talks that you and your clients can attend
  • Technical workshops: We keep you updated on latest news and cases
This course is opened to all licensed Financial Advisors and Consultants, bankers, investment professionals, family office professionals, lawyers, accountants, and real estate salespersons.
Attend 1 day of Wills and Advance Care Planning training. We share relevant knowledge and case studies from our direct experience.There will be a 1 hour assessment included. Candidates will have to pass the assessment to properly qualify as an Affiliate. We will then show you how and what to share with your clients.
Course fee per participant is S$300, which covers the course materials. Participants who complete this course and the Basics of Estate Planning will be invited to join as an Affiliate. The annual fee for being an Affiliate is S$88 per annum. This Affiliate fee may be waived in the following year upon attainment of prescribed production level. This course is IBF-accredited and eligible participants may apply for the relevant subsidies.

Speakers' Profile

Experienced speakers from diverse backgrounds who bring added insights and real world scenarios.

Mr Patrick Tan, TEP

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Fortis Adult Learning Academy LLP was set up to provide affordable and customisable seminars, workshops and training programs.
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Mr Patrick Tan, TEP

Patrick Tan TEP is the Founder and CEO of Fortis Law Corporation. He is an advocate and solicitor of the Supreme Court of Singapore, a Notary Public,  Commissioner for Oaths, registered Foreign Legal Counsel of the PRC, registered Trust and Estate Practitioner with STEP, Senior Mediator with the Law Society of Singapore and an Associate Mediator with the Singapore Mediation Centre, and a fellow with the Singapore Institute of Arbitrator. He was also shortlisted as one of the five finalists in the 2021/2022 STEP Private Client Awards – People’s Choice – Trusted Advisor of the Year.