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
9.30am – 5pm
1 Day
Mr Patrick Tan, TEP
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.
This course is suitable for everyone with a keen interest in estate and advance planning and wants to be a professional estate planner or wishes to have a broad-based understanding of what estate and advance care planning is to complement their existing expertise and know-how in the financial planning or banking sector.
Throughout this course, the trainer will share real-life case studies to help participants under the various concepts on estate and advance care planning.
Once the participants have completed the course, the participants should have a broad overview of what estate and advance care 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 and 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 and legacy and succession planning. The participants will also receive the necessary practical knowledge on the best estate planning tools, such as Advance Care Planning Workbook, Lasting Power of Attorney, Advance Medical Directive, Last Will and Testament, to meet the unique needs to their clients.
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.
This course is suitable for everyone with a keen interest in estate and advance planning and wants to be a professional estate planner or wishes to have a broad-based understanding of what estate and advance care planning is to complement their existing expertise and know-how in the financial planning or banking sector.
Throughout this course, the trainer will share real-life case studies to help participants under the various concepts on estate and advance care planning.
Once the participants have completed the course, the participants should have a broad overview of what estate and advance care 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 and 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 and legacy and succession planning. The participants will also receive the necessary practical knowledge on the best estate planning tools, such as Advance Care Planning Workbook, Lasting Power of Attorney, Advance Medical Directive, Last Will and Testament, to meet the unique needs to their clients.
Course fee per participant is S$600, which covers the course materials. (Please note that the annual fee for being an Affiliate is not covered under the subsidy.)
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.
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 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.
Experienced speakers from diverse backgrounds who bring added insights and real world scenarios.
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Our friendly support team will be there to assit with your enquiries within the next 3 business days. Please drop us a call if you wish to get a quicker response.
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.