4398

Advanced Certificate in Trust Services

Event Date

From Wednesday 24 Feb 2021 - 09:00 AM To Saturday 06 Mar 2021 - 04:00 PM

Venue

11 Slim Barracks Rise, Level 5 Seminar Room, S(138664)

Organiser

See Event Outline

Practice Area

Private Client

Training Level

Intermediate

Public CPD Points

39

Event Outline

This event is organized by Wealth Management Institute (WMI). The Advanced Certificate in Trust Services equips participants with advanced knowledge, practical techniques and strategies to achieve client’s long-term succession and wealth preservation objectives. Through the extensive use of case studies, It is designed to highlight the best practices, regulations, code of conduct and guidelines of the fiduciary industry. Topics have an in-depth coverage of the regulatory environment surrounding trust operation, administering trust and estate planning structures.

Event Link

OTH-10M-210067

Event Attachment

OTH-210067_EventBrochure.pdf

+ Event occurs over multiple days