Holistic Estate & Legacy Planning (HELP) Professional - Jul 2026
2-Day Estate Planning Certification Program
Key Takeaways
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
Course Fee
*Nett Fee S$1,500 after funding (U.P. S$2,000)
*T&C apply. For more details, please email to enquiries@fp-edu.com
IBF-FTS Funding
For 01 Jan 2023 onwards:
- 30% of direct training cost for Singapore Citizen below 40 and all PRs, who are eligible for the IBF-FTS funding
- Singapore Citizens aged 40 years old and above will be eligible for 70% co-funding of direct training costs
If you are licensed Agents or Representatives in financial industry, IBF allows personal payment of the nett fee with a letter of support from your principal company upon registration. If you are an employed staff, only employer-sponsored courses are eligible for the funding. FP will assist to claim for the IBF-FTS Funding. Students have to fulfil the funding requirement, or the full course fee should be clawed back by the training provider.
Individuals may use the SkillsFuture Credit to pay the 70% nett course fee if available.
Eligible Individuals:
- Only company-sponsored individuals; and Include licensed representatives such as insurance agents, financial advisers, and remisiers supported by FI principal and General insurance (GI) agents registered with the General Insurance Association's (GIA) Agent Registration Board
- Singapore Citizens or Singapore Permanent Residents, physically based in Singapore; and
- Successfully completed FTS recognised programme (including passing all relevant assessments and examinations)
For full details, please visit IBF website
Course Delivery
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 14 non-core CPD Training Hours.
FP Alumni
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.
Ready to Enroll?
Secure your spot today in this CPD module.
Program Overview
Duration
In-Person
Certification
CPD Standard
Funding
IBF-FTS Eligible
Funding Information
IBF-FTS Funding Recognised
70% Course Fee Subsidy (Cap: S$500 per candidate)
This course is recognised under the Financial Training Scheme (FTS) and is eligible for FTS claims subject to all eligibility criteria being met.
The FTS is available to eligible entities and individuals based on the prevalent funding eligibility, quantum and caps. IBF-FTS provides up to 70% 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.
Funding period till 15-06-2030
Find out more on www.ibf.org.sg