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IBF Level 1

The WMI Certificate in Trust Services (CTS) programme provides participants with a comprehensive overview of the wealth & estate planning industry in Singapore and the fundamental tools and solutions available to achieve their client’s long-term financial succession and preservation objectives.

Designed for individuals who are interested to deepen their understanding of trust administration and wealth and estate planning, as well as individuals who are keen to pursue a career in these areas, the WMI CTS programme is taught by highly qualified senior practitioners from the wealth and estate planning industry and covers topics including trust regulations and practices, taxation, client advisory and trust structuring, trust management and operations as well as risk management.

This programme has been carefully developed to align to IBF’s Wealth Management – Trust Administration/Wealth and Estate Planning Standards Level 1. Upon successful completion of the programme, Singaporean and Singapore PRs will be eligible for funding subsidies ranging from 70 to 90% under the IBF Standards Training Scheme (IBF-STS).

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