What is FEPA & how to join?

Fortis Estate Planning (Affiliate) Course provides professional training and cutting-edge estate planning tools to supercharge your Financial Advisory work.

Fortis Estate Planning (Affiliate) Course

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.

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

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.

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.

Entry advice and cost:

The course fee is SGD1,900, which covers course materials and assessment fees. Participants who complete and pass the assessment will receive an invitation to join as an Affiliate.

Discounts are available for groups of 20 or more. This course is eligible for SkillsFuture credits. Contact us for more information.

The annual fee for being an Affiliate is SGD94.16. Annual fee for the following year will be waived upon completion of 3 wills referrals or 1 trust referral.

For more information on the upcoming course dates, contact us at:

Tel: +65 6532 3848
Email: [email protected]

Or fill in the form below.