Module 3: Tax Planning and Estate Planning

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DURATION:
26hrs
ID:
CFP03
CREDIT:
10

INSTRUCTORS:

Ronald Wong
PRINCIPAL INSTRUCTOR for CFP and CPD Programs
MBA, CFP®, ChFC®, CWM®, ChMA, AEPP, STEP Associate
Bernard Soh
INSTRUCTOR for CFP Program
CFP®, MPA(SMU Dean's List), INSEAD MBA(General Management & Consulting), B Eng (Hons)
Lim Chung Wei
INSTRUCTOR for CFP and FA-CPD Programs
LLB(Hons), MSc(Marketing), CFP®, Adv. Cert-in-Teaching(Newcastle), ACTA

Taxes can affect various financial decisions and having knowledge of tax laws and related issues will generally enhance the effectiveness of a financial/ wealth planner. This module aims to increase a student’s knowledge and skills in the area of tax planning, by providing an overview of the major components of tax. Estate Planning is a critical element of a complete financial plan and students are introduced to the process of developing an estate plan.

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