Communicate Legacy Strategies Confidently in Mandarin in just 2 months
This course equips wealth management professionals with knowledge and skills essential for estate planning, tax planning, and universal life insurance. Designed for high-net-worth individuals and legacy planners, it focuses on practical applications to manage cross-border estate planning and systematic tax strategies effectively.
KEY LEARNING OUTCOMES
Upon completion of this course, participants will be able to:
- Understand the Challenges and Tools of Cross-Border Estate Planning.
- Gain insights into the Singapore Tax System and Systematic Tax Planning.
- Explore Common Reporting Standards (CRS) and their implications.
- Learn about Universal Life Insurance for wealth and inheritance planning.
- Develop skills in Wealth Preservation and Estate Management.
WHY CHOOSE THIS COURSE?
- Comprehensive coverage of estate planning tools, taxation systems, and insurance
strategies. - Gain practical skills tailored for legacy planning professionals.
- Learn from experienced industry professionals.
- Practical insights on engaging Chinese-speaking clients for wealth preservation and
planning
WHO SHOULD ATTEND?
Wealth management professionals, Family office consultants, Trustees and offshore service providers. Financial planners specializing in legacy and family wealth management
COURSE DETAILS
Duration: 24 Hours
Language: Mandarin
Delivery Mode: Synchronous e-learning
Location: Online
Course Schedule: 13/05/2025
ENTRY REQUIREMENT
- C6 in GCE ‘O’ Level Chinese
- Hanyu pinyin input method (汉语拼音输入法) using one’s personal computer (PC) web-browser
CERTIFICATION
Participants who successfully complete the
course and assessments will receive a Certificate of Completion.
Course Fees
| LEARNER CATEGORY | SINGAPORE CITIZEN 21 – 39 YEARS OLD | PR ≥ 21 YEARS OLD | SINGAPORE CITIZEN ≥ 40 YEARS OLD |
| Full Course Fee (Incl. 9% GST) | $708.50 | $708.50 | $708.50 |