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IBF Level 1

The WMI Certificate in Trust Services (CTS) programme provides participants with a comprehensive overview of the fundamental tools and solutions available to achieve a client’s long-term financial succession and preservation objectives. It will also cover the foundations in client acquisition, on-boarding and on-going due diligence, as well as risk management processes related to the wealth and estate planning industry.

The programme is specially 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 spans 3 weeks. It provides a comprehensive overview of the wealth & estate planning industry in Singapore. Topics include trust regulations and practices, taxation, client advisory and trust structuring, trust management and operations as well as risk management. Participants will be taught by highly qualified senior practitioners from the wealth & estate planning industry based in Singapore.

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