中文What Is Fortis Estate Planning (Affiliate) Course About?
For more information on the course/upcoming course dates, contact us at:
Tel: +65 6532 3848
Email: enquiries@fortiswills.com.sg
Or fill in the form below.
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!