Holistic Estate & Legacy Planning (HELP) Professional

Introduction

The Holistic Estate and Legacy Planning (HELP) Professional certification is a practical program designed to equip Financial Adviser Representatives (FARs) like yourself with competency to integrate holistic estate and legacy planning advise and services into your practice and differentiate yourself from competitors. You will acquire competencies to apply a range of estate and legacy planning tools and frameworks to provide holistic advice to clients looking for estate and legacy planning services to complete their wealth accumulation, preservation, and distribution goals. You will also understand the critical role that life insurance plays in funding liquidity gaps and be able to apply these instruments strategically and effectively.

At the end of this program, participants will gain deep insights into the following:

  • Effectively engage clients to help them understand the relevance of estate and legacy planning in their situation;
  • Apply our proprietary estate and legacy planning frameworks and models to various client profiles, namely business owners, wealthy individuals and families, clients with special needs situations, etc;
  • Understand the significance of distribution laws in different jurisdiction and explain to foreign clients about the various advantages of creating a legacy vehicle in Singapore;
  • Understand how different estate and legacy planning strategies can be integrated holistically using a variety of documents and vehicles such as Wills, Trusts, LPA, POA, SNTC, AMD, etc;
  • Access a group of legal professionals and specialists to provide services and support and share valuable experience in the context of planning for various client profiles;
  • Position yourself to significantly increase your value proposition to offer high value services to prospective clients and grow your business and practice.

This 2-days program is delivered through short-structured lectures, case studies and group discussions. Upon successful completion of this program, including a 1-hour assessment, you will be awarded the Holistic Estate & Legacy Planning (HELP) Professional Certification and 15 non-core CPD Training Hours.

Learners who completed this program will also be part of an exclusive alumnus, and gain access to our regular alumni meetings to be informed of the latest developments in the practice. There would also be workshops conducted by various practitioners in related fields.

You can enroll for the upcoming HELP Professional course

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