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
0.5 Day
Mr Patrick Tan, TEP
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 so that they can understand and implement a business succession plan to ensure sustainability, continuity and longevity for their businesses.
This course is for business owners, especially in the SME sector, who are passionate and committed to their businesses. These are people who have devoted a big part of their adult lives building and growing their businesses, and want to make sure that their businesses would sustain and continue to thrive when they are no longer around to run the businesses.
This course is also for professionals such as C-suites, managers, executives, bankers, financial planners, investment managers, corporate advisors, family office advisors, trustees who are in a position to advise the business owners.
This course is opened to all registered and licensed Financial Advisors and Consultants, bankers, investment professionals, family office professionals, lawyers, accountants, real estate salespersons, business owners, entrepreneurs, and C-Suites.
Course fee per participant is S$300, which covers the course materials. (Please take 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.
Business Succession Planning is a proprietary course specially developed to equip financial planners with the basic knowledge of business succession planning in Singapore so that they can understand and implement a business succession plan to ensure sustainability, continuity, and longevity for their businesses.
This course is for Financial Planners or financial consultants who are passionate and committed to providing business succession or continuity planning services to their clients.
Once the participants have completed the course, the participants should have a broad overview of what business succession planning is and how such knowledge can complement their financial advisory work with their clients. Participants would also know what buy-sell agreements are, the various types of buy-sell agreements, and the various funding options for buy-sell agreements.
With this acquired knowledge, the participants should be equipped to, at least, start meaningful conversations on business succession planning with their clients.
Upon completion of the course, the participants will be able to lead their business-owner clients to start considering business succession or business continuity issues and make plans accordingly.
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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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.