Fortis Estate Planning (Affiliate) Course for Financial Advisors

Fortis Estate Planning (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 to you to guide and direct them in the right direction. Become their trusted advisor by leading them to family-friendly solutions to preserve, manage their wealth, and also to provide for their loved ones after they are gone.

Topics that will be covered in the course:

  • Estate Planning
  • Advance Care Planning & Lasting Powers of Attorney
  • Will & Trust Planning
  • Executors v Trustees
  • Estate Administration

Complete this course and join us as a Fortis Estate Planning Affiliate. You will receive the necessary practical knowledge and you will also have access to the best estate planning tools to meet the unique needs of your clients and their families.

By joining us as an Affiliate, you will receive:
  • Top-notch training: Our trainings are conducted by legal and trust professionals
  • Solid expertise: We are backed by a law firm and a trust company
  • Simply refer: Our in-house full-time estate planners will see to it that your clients enjoy a professional and proper estate planning experience
  • Fee sharing arrangements: We share a portion of the fees paid with you
  • Regular talks: We organize regular talks that you and your clients can attend
  • Technical workshops: We keep you updated on latest news and cases
Who should attend? (include but not limited to):
  • Financial Advisors
  • Financial Consultants
  • Insurance Agents
  • Personal Bankers
  • Private Bankers
  • Relationship Managers
  • Anyone who is interested!
To become an Affiliate, this is what you need to do:

Attend 2 days of Wills, Trusts and Advance Care Planning training. We share relevant knowledge and case studies from our direct experience.

Subsequently, go through 0.5 days of assessment and to learn about our workflow processes. Candidates will have to pass an assessment to properly qualify as an Affiliate. We will then show you how and what to share with your clients.

Click here for more information.

Contact us for enquiries/to participate:
+65 6532 3848

Date & Time:
Day 1 & 2: 9am-5.30pm
Day 3: 9am-12.30pm