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.
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.
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.
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.