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Basics of Estate Planning

View of public housings in Singapore.
  • Timing

9.30am – 12pm

  • Course Duration

0.5 Day

  • Instructor

Mr Patrick Tan, TEP 

Introduction

Everyone needs an estate 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 estate planning needs can be met, and when they are no longer around, how their hard-earned assets can be properly passed down to their loved ones.

What this course is about

Basics of Estate Planning is a proprietary half-day course specially developed to equip the participants with basic knowledge of estate planning in Singapore so that they can understand the fundamental concepts related to estate planning and why it is so important and integral to financial planning.

Throughout this course, the trainer will share real-life case studies to illustrate the concepts related to estate 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 estate planning and in turn share these stories with their clients.

FortisWills Affliate Program

Upon the successful completion of this course and the Basics of Advance Care 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.

Learning Mode: Classroom style

Basics of Estate Planning is a proprietary course specially developed to equip the participants with basic knowledge of estate planning in Singapore so that they can understand the fundamental concepts related to estate planning and why it is so important and integral to financial planning.

Throughout this course, the trainer will share real-life case studies to illustrate the concepts related to estate 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 estate 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 estate planning is and how such knowledge can complement their financial advisory work with their clients.

With this acquired knowledge, the participants should be equipped to, at least, start meaningful conversations on estate planning with their clients.

Upon completion of the course, the participants will be able to lead their clients to family-friendly solutions related to legacy and succession planning. The participants will also receive the necessary practical knowledge and have access to the best estate planning tools to meet the unique needs to their clients.

Course Fee:

Course fee per participant is S$300, which covers the course materials. Participants who complete this course and the Basics of Advance Care 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.
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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 Advance Care 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.