Join my Academy and discover how to effectively apply estate planning to

Days
Hours
Minutes
Seconds

For Financial Advisors Struggling With Estate Planning

Learn How to Add $43,000 to
Your Income in Just 6 Months

Using the Proven 5S2P Framework……

Without Chasing a Huge Client List

Having Trouble Applying Estate Planning to Close Bigger Cases?

I can help.

It’s not your knowledge—it’s how you apply it.

With my tried-and-tested 5S2P framework, you will learn how to take everything you have learned from estate planning courses and turn it into actionable strategies to get bigger deals.

Hear What Clients Have to Say

In This Academy,
You’ll Learn How to…

This Academy Is Perfect for You If…

You’re ready to turn your estate planning knowledge into actionable, profitable strategies

You want expert guidance on applying estate planning

You’re looking to consistently secure bigger deals and grow your commissions

Hi, I’m Darren
Tan Zi Hong, TEP

Legacy Planning Specialist and Master Coach to
the Financial Advisors Community

I am an Estate Planning specialist, part of Singapore’s first cohort of STEP® graduates in Financial Services (Trust and Estate Planning). With over 23 years of industry experience, I have helped 53 advisors achieve MDRT status by guiding them to close bigger cases through practical estate planning strategies.

See Darren In Action

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Leaving a Lasting Legacy

Explore legal, financial, emotional and intergenerational aspects of a meaningful legacy planning in Singapore

Mode of Training: Online
Time: 9:00AM – 6:00PM
Funding Available: IBF-STS Funding Skillsfuture Credit UTAP Funding

Aim of the Legacy Planning course

This course equips financial advisors with advanced skills and tools to guide clients through meaningful legacy planning. Participants will explore legal, financial, emotional, and intergenerational aspects of legacy advisory, supported by case studies. The programme integrates Singapore-specific regulatory and tax guidance, and enables participants to deliver advisory strategies that align with both wealth transfer and family values.

Learning Outcomes

By the end of this course, participants will be able to:

• Understand the full spectrum of legacy planning tools (trusts, insurance, ILPs, philanthropic products)
• Identify and manage risks related to wealth transfer across generations
• Navigate Singapore’s tax and legal landscape in legacy advisory
• Apply communication strategies for emotional and technical conversations

• Customise client solutions based on profiling, values, and succession goals
• Facilitate family collaboration and prepare heirs for responsible wealth management
• Address post-death execution planning and global estate considerations

This legacy planning course is intended for

Individuals seeking empowerment to leave a lasting legacy Financial Planners, Bancassurance Specialists Estate Planners, Will-Writers Bankers, Relationship Managers

Teaching Style

The program will be conducted through case studies, short lecturing, group discussions and sharing, personal reflections and peer learning. This program is designed using adult learning concepts. Gayne’s and/or KOLB’s design theories are applied together with sound design principles, effective retention strategies so that different types of learners (Visual/Audio/Tactile/Kinaesthetic learners) can achieve the learning outcomes and subsequently transfer and apply their learnings in their workplace.

Course Fees

SG Citizens below 40 & PRs (nett course fee after IBF-STS 50 % funding):
$700* (U.P. $1400)
SG Citizens 40 & above (nett course fee after IBF-STS 70% funding):

$420.00* (U.P. $1400)

*Fully Payable by Skillsfuture Credits

$0 (After Skillsfuture Credits excluding Mid-Career Transition Credits)

*NTUC members may enjoy UTAP funding with 50% reimbursement on out-of-pocket expenses, capped at $250 or $500 per year.

*For corporate rates, please contact us.

Learn How You Can

Boost Your

Commissions

By Applying Estate Planning Practically

Watch how you will skyrocket your income within 6 months with my 5S2P Framework guidance in the joint field work with me.

Days
Hours
Minutes
Seconds

Due to the nature of the guidance I will provide during the course, I can only take up to to 40 students For 2025. Only 12 5 spots left! Sign up now while seats are still available.

Learn How You Can Boost Your​ Commissions

By Applying Estate Planning Practically

Watch how you will skyrocket your income within 6 months with my 5S2P Framework guidance in the joint field work with me.

Due to the nature of the guidance I will provide during the course, I can only take up to to 40 students For 2025. Only 12 5 spots left! Sign up now while seats are still available.

What Are You Waiting For?
Start Your Path Towards Elevating Your Financial Advisory Practice With Our IBF-accredited Estate Planning Masterclass
Join Now And You Can Be Our Next Success Story!

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DISCLAIMER: The sales figures stated above are our internal sales figures. The average FA who buys any “how to” information gets little to no results. We are using these references for example purposes only. Your results will vary and depend on many factors, including but not limited to: your background, experience, and work ethic. All business entails risk as well as massive and consistent effort and action. If you're not willing to accept that, please DO NOT GET OUR INFORMATION. This site or product is not part of or endorsed by Facebook, Google, or any social media platform in any way. FACEBOOK is a trademark of META PLATFORMS, Inc. YOUTUBE and GOOGLE are trademarks of ALPHABET, Inc. Absolutely nothing on this web page should be considered as any type of earnings claim for what you will earn simply by joining. Any programs offered such as: ONLINE TRAINING COURSES, SOFTWARE, and/or TOOLS are intended to help you achieve the desired results depicted in the promotional media. It is NOT a “business opportunity” or “get rich quick” opportunity. The testimonials, figures, and screenshots on this page are real but they are displaying exceptional results from our best students. These results are not typical. They are not intended to guarantee, promise or represent that you will get the same result just by signing up. This will require work and you will be the ultimate person responsible for taking action and making sure you get the results that you want.