Wealth & Trust

Trainer : Lester Chan

Programme Structure

This is a 3 hours lecture and inclusive of a half-hour question and answer session. Reading materials will be distributed to participants during the class

Programme Description

The Wealth & Trust programme is designed to provide participants an overview of the succession planning tools available to clients. As Singapore is positioned to be a global financial hub, the number of high-net-worth individuals (HNWIs) are expected to increase significantly over the years. The profile of these individuals are different from those of the earlier years. The stark differences are the methods of acquiring wealth, the younger age, and most of all, the mentality towards wealth and values in life.

Programme Objectives

• Understand the changing landscape of HNWI’s investment mindset, wealth acquisition and transfer
• Be able to explore ways to help clients achieve their wealth acquisition and transfer goals
• Be familiar with the various succession planning tools

Learning Outcomes

• Participants will be equipped with a good understanding of the various succession planning tools
• Participants able to have a strategic overview of their client’s investment portfolio
• The knowledge acquired gives participants the advantage of being a trust advisor/partner to clients

Financial Planning

• Life Insurance for High Net Worth Individuals
• Stockbroking
• Management of FA Reps
• Performance Measurement
• Portfolio Management
• Relationship Management- Private Banking, Retail Banking
• Research
• Trust Administration/Wealth & Estate Planning

Target Audience

• Training Focus
• Financial Industry Developments
• Functional Competencies

Competency Level

• Level 1 & 2

The course content is divided into 3 units, several examples and illustrations will be used during the session to illustrate concept and demonstrate applications.

• Understanding of the new-breed of HNWIs
• Type of Investment Instruments
• Succession Planning Tools