Family Office Advisor: Wealth Planning Administration

Family Office
Finance & Investment

Next Intake: 16 Apr 2025 (Wed)

Basic
SkillsFuture
Short Courses
This module is part of Family Office Advisor

This programme is conducted on-campus.

Next course starts on

16 Apr 2025 (Wed) See Full Schedule

Fee

SGD1,090* (as low as SGD390 after maximum funding) Learn More

Duration

1 day
Weekday (9am - 5pm)

Level

Basic

Who Should Attend

Relationship managers
Wealth management advisors
Professionals who manage high net worth and ultra-high net worth clients in Private Banking/ Wealth Management
Financial practitioners
Professionals who work in Financial Institutions (FIs)

Overview

In this course, participants will gain an understanding of the wealth structure creation process using common tools such as trusts, private trust companies, private investment companies, as well as the responsibilities and roles of various parties involved in the process.

Additionally, participants will learn about typical wealth planning needs, the legal framework governing wealth planning, and how to manage client relationships.

Next Intake: To be advised

Learning Objectives

Understand typical wealth planning needs and the legal framework governing wealth planning
Develop techniques on how to manage client relationships
Acquire knowledge under Level 4 of the Wealth Planning Administration TSC
Demonstrate the abilities under Level 4 of Wealth Planning Administration TSC

Assessment

At the end of the course, participants will be assessed on their competencies acquired through the learnings via a quiz.

Participants are required to attain a minimum of 75% attendance and pass the associated assessment in order to receive a digital Certificate of Completion issued by Singapore Management University.

Fee Table

PARTICIPANT PROFILE	SELF-SPONSORED	COMPANY SPONSORED
Singapore Citizen < 40 years old Permanent Resident	$590¹	$590¹
Singapore Citizen ≥ 40 years old	$390²	$390²
International Participant	$1,090	$1,090

All prices include 9% GST
¹50% IBF-STS funding for Singapore Citizens and Permanent Residents
²70% IBF-STS funding for Singapore Citizens aged 40 years old and above

For more information, you may refer to this link.

Note: Fees may be subject to change, according to prevailing funding terms and conditions from the Institute of Banking and Finance Singapore (IBF)

Please note that the programme fees are subject to change without prior notice.

IBF - STS Funding (For courses commencing from 1 Jan 2023 onwards)

Standards Training Scheme

IBF-STS Funding of 50% is available to eligible institutions and qualified individuals, subject to meeting the attendance requirement and passing of assessment. The IBF-STS funding is subject to a cap of S$3,000 per participant per programme.

Singapore Citizens aged 40 years old and above will be eligible for 70% co-funding of direct training costs.

The IBF Standards Training Scheme (IBF-STS) provides funding for training and assessment programmes accredited under the Skills Framework for Financial Services. It is applicable for both Company-Sponsored and Non Company-Sponsored individuals.

Click here for more details.

Intake Information

Next Intake: 16 Apr 2025 [Open for Registration]

Trainers

Esther Fung

Executive Director, Wealth Planning

VP Bank

Additional Details

About IBF Certification
This course addresses the following Technical Skill and Competency (TSC) and proficiency level:

Wealth Planning Administration Proficiency Level 4

Participants are encouraged to access the IBF MySkills Portfolio to track their training progress and skills acquisition against the Skills Framework for Financial Services. You can apply for IBF Certification after fulfilling the required number of Technical Skills and Competencies (TSCs) for the selected job role.

Find out more about IBF certification and the application process here.