Retirement Planning for High-Net-Worth Individuals and Business Owners
Elective: Advanced Retirement & Exit Planning for HNWIs
This rigorous, industry-focused program equips learners with advanced knowledge and competencies to address retirement challenges of HNWIs and Family-owned businesses, incorporating practical application for exceptional advisory services.
Module Focus:
Retirement as a form of anticipated exit for members of Family-owned businesses and HNWIs. Accumulation and decumulation planning, integration of succession and retirement planning, apply tax-efficient retirement structures.
GCE 'A' Level (2 'A's and 2 'O's) or Diploma + 3 years relevant working experience
📜 Part of Certification: This is an elective module. Choose either Module 6A or 6B for certification.
The Challenge
HNWIs and business owners face unique retirement challenges - timing business exits, integrating succession with retirement, managing complex portfolios, and addressing multi-jurisdictional considerations that standard retirement planning doesn't cover.
The Solution
Learn to structure retirement planning portfolios that integrate exit strategies and succession planning. Apply trust, insurance, and investment solutions to ensure income continuity while addressing multi-jurisdictional retirement and estate considerations.
Key Outcomes
Structure retirement planning portfolios that integrate exit strategies and succession planning
Apply trust, insurance, and investment solutions to ensure income continuity
Address multi-jurisdictional retirement and estate considerations for HNWIs
What You'll Learn
HNWI Retirement Framework
- •Business ownership and retirement planning integration
- •Retirement as anticipated exit for business owners
- •Holistic retirement planning for HNWIs
- •Articulating retirement process to wealthy clients
Estate Planning in Retirement
- •Singapore's legal framework for estate planning
- •Estate planning concerns in retirement context
- •Document analysis for gap identification
- •Cash flow and estate planning integration
Product Structures & Solutions
- •Financial products for retirement objectives
- •Trust structures for income continuity
- •Insurance solutions in retirement planning
- •Tax-efficient retirement structures
Investment & Portfolio Planning
- •Accumulation portfolio construction
- •Decumulation strategies for retirement income
- •Multi-jurisdictional retirement considerations
- •Investment methodologies for HNWIs in retirement
Who Should Attend?
Course Fee & Funding
Contact Us for Course Fee Information
This module is part of the SCFP-HNWI certification program. Contact us for detailed pricing and IBF funding information.
Funding:
This course has been accredited under the Skills Framework for Financial Services and is eligible for funding under the IBF Standards Training Scheme (IBF-STS), subject to all eligibility criteria being met. Participants are advised to assess the suitability of the course and its relevance to his/her business activities or job roles.
The IBF-STS is available to eligible entities and individuals based on the prevalent funding eligibility, quantum and caps. IBF-STS provides up to 70% course fee subsidy support for direct training costs subject to a cap of S$3,000 per candidate per course subject to all eligibility criteria being met.
Find out more on www.ibf.org.sg.
Frequently Asked Questions
Ready to Earn Your SCFP-HNWI™ Certification?
This module is part of the complete SCFP-HNWI certification program. Register your interest to secure your place in the inaugural cohort.