SIDC CPE/FIMM CPD/HRDF Financial Master Class-Practical Aspect Of Continuing Your Loves, Wealth and Legacy Eternally By Setting Up A Customized Private Trust
Date: 12 March 2020 (Thur)
Venue: AFA Event Hall, Anson Cube, Penang
-Unfold practical aspects of setting up a customized & professional trust
-Take control of own legacy
-Prevent costly delay & dispute
-Real life stories & case study
-Interactive learning in comfortable environment
Upon completion of this course, participants will be able to:
1. Employ private trust’s legal knowledge, skill and its application.
2. Recognize the practical aspects of setting up a private trust.
3. Setup an effective and customized private trust to speed up the distribution and proper management of estate.
Participants should be able to:
1. Plan the client’s legacy left behind eternally and how it being managed without any hassle.
2. Manage well their clients’ finance through professional and effective estate planning tools.
3. Manage their clients’ money, family and life in a better control and balance way.
4. Guide their clients to live life to the fullest and in the same time giving and helping those
Who Should Attend
a) Directors, Business Owners, Entrepreneurs, Managers, Team Leaders, Decision Makers who are committed to lead their team toward financial wellness and successful in career and life.
b) Financial Professionals who look for upholding their skills, professionalism and knowledge in order to serve their clients better.
1. Power and Force
2. What is trust and why is it important to have one
3. Legal requirements of a trust.
4. When do you need a trust?
5. Practical aspects of setting up a trust and its limitation
6. Application of trust instruments in Estate Planning
7. Trust Operation model
8. Available funding when someone died
1) HRDF Claimable under SBL Scheme
2) CPE / CPD point entitlement
a) SIDC CPE – 10 points
b) FIMM CPD – 8 points
c) MFPC CPD – 8 hours (only applicable for MFPC’s member & subject to own application with MFPC for the CDP endorsement)
Or Click below to whatapps
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