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