Advanced Certificate in Trust Services
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Programme Overview
The Advanced Certificate in Trust Services (ACTS) programme equips participants with advanced knowledge, practical techniques and strategies to help clients achieve their long-term succession and wealth preservation objectives. Through the extensive use of case studies, this programme is highly practical in nature. It is designed to highlight the best practices, laws and regulations, code of conduct, guidelines and pertinent issues and challenges faced by professionals in leadership roles or aspiring leaders and managers working in the trust and fiduciary services industry based in Singapore.
Modules
Classes incorporate case studies and team-based learning activities to facilitate the optimal exchange of ideas, techniques and solutions between instructors and participants. Each session is conducted by leading practitioners in their respective specialised areas of expertise, ensuring high relevance to practice.
Total: 47 CPD hours
Core FAA / SFA CPD: 10 hours
The Advance Certificate in Trust Services programme is pending accreditation.
Wealth Planning with Trusts
Tax in Wealth and Estate Planning
Estate Trusteeship
Regulatory Compliance
Trust Operations and Administration
Risk Management and Control
Management and Governance
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Who Should Attend
- Trust Administrator
- Wealth and Estate Planner
- Trust Relationship Managers
- Lawyers
- Family Office Advisors
- Private Bankers and Client Relationship Managers handling UHNW and Family Office segment
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Certification
Participants who successfully complete the programme will be awarded:
Fees and Funding
| Modules | Full Fees (S$) | Fees after subsidies inclusive of 9% GST (With effect from 1 Jan 2024) (S$) | ||
|---|---|---|---|---|
| Before GST | After GST | Company-Sponsored | Company-Sponsored/Self Sponsored | |
| Application Fees | 85 | 85 | ||
| Course Fees | 8,000 | 8,560 | 1,560 | 1,560 |
| TOTAL | 1,645 | 1,645 |
Fees and Funding
| Modules | Full Fees (S$) | Fees after subsidies inclusive of 9% GST (With effect from 1 Jan 2024) (S$) | ||
|---|---|---|---|---|
| Before GST | After GST | Singaporean Aged Below 40 / PR | Singaporean Aged 40 & Above | |
| Application Fees | 85.00 | 85.00 | 85.00 85.00 | 85.00 85.00 |
| 85.00 | 85.00 | |||
| 85.00 | 85.00 | |||
| Advanced Certificate in Trust Services | 8,000.00 | 8,640.00 | 4,640.00 4,640.00 | 3,040.00 3,040.00 |
| 4,640.00 | 4,640.00 | |||
| 3,040.00 | 3,040.00 | |||
| TOTAL | 8,085.00 | 8,725.00 | 4,725.00 4,725.00 | 3,125.00 3,125.00 |
| 4,725.00 | 4,725.00 | |||
| 3,125.00 | 3,125.00 |
Fees and Funding
| Modules | Fees after Subsidy (incl. of GST) | Fees after subsidies inclusive of 9% GST (With effect from 1 Jan 2024) (S$) |
|---|
| Category | |||
|---|---|---|---|
| 2 | |||
| 1 | Not Applicable | ||
1 For Singaporeans aged 40 and above, you are eligible to utilise the SkillsFuture Credit (Mid-Career) further to offset your course fee after the IBF subsidy.
2 Fees shown are after IBF-STS funding assuming students meet the minimum academic standards outlined by IBF and are physically based in Singapore. The fees are also subject to IBF accreditation approval for all modules.
Fees and Funding
Modules | Full Fees (S$) | Fees after subsidies inclusive of 9% GST (With effect from 1 Jan 2024) (S$) | ||
|---|---|---|---|---|
| Before GST | After GST | Singaporean Aged Below 40 / PR Company Sponsored/Self Sponsored | Singaporean Aged 40 & Above Company Sponsored/Self Sponsored | |
| Singaporean Aged Below 40 / PR | ||||
| Company Sponsored/Self Sponsored | ||||
| Singaporean Aged 40 & Above | ||||
| Company Sponsored/Self Sponsored | ||||
| Course Fees | 8,000.00 | 8,720.00 | 4,720.00 | 3,120.00 |
Fees and Funding
Core Modules | Full Fees (S$) | Fees after subsidies inclusive of 9% GST (With effect from 1 Jan 2024) (S$) | |
|---|---|---|---|
| Before GST | Singaporean Aged Below 40 / PR | Singaporean Aged 40 & Above | |
| Company Sponsored/Self Sponsored | Company Sponsored/Self Sponsored |
Company-Sponsored/Self Sponsored
| Modules | Full Fees (S$) | Fees after subsidies inclusive of 9% GST (S$) | ||
|---|---|---|---|---|
| Before GST | After GST | Singaporean Aged Below 40 / PR All Ages (50% IBF Funding) Company-Sponsored/Self Sponsored | Singaporean Aged 40 & Above (70% IBF Funding) Company-Sponsored/Self Sponsored | |
| Course Fees | $8,000 | $8,720 | $4,720 | $3,120 |
Note:
Fees shown are after IBF-STS funding. Subsidised# fees apply upon participants’ successful completion of the programme, which includes (i) fulfilling minimum attendance requirements and (ii) passing all relevant assessments.
#Subsidies are subject to change by IBF and fees will be adjusted based on prevailing funding rates. Click here to read more about funding support for IBF-STS, and terms & conditions governing registration, payment, cancellation, deferment and no-show.
Eligible SG citizens may utilise SkillsFuture Credit to offset course fees. This is only applicable for the regular SkillsFuture Credit, and not applicable for the SkillsFuture Credit (Mid-Career) additional top-up funding.
Global-Asia Family Office Circle (GFO Circle) Members are entitled to 10% discount across “Trust Services” programmes. Click here for more information on GFO Circle membership.
The information above is correct at the time of publication. Wealth Management Institute reserves the right to amend the fees and/or terms and conditions as appropriate.
In addition to Course Fees, each participant will also be charged a non-refundable and non-claimable application fee of S$85 (including GST).
This programme is pending accreditation by the Institute of Banking and Finance (IBF). When accredited, Singaporeans and Permanent Residents will be eligible for funding support of up to 70% course fee subsidy under the IBF Standards Training Scheme (IBF-STS).
Fees shown are after IBF-STS funding. Subsidised fees apply upon participants’ successful completion of the programme, which includes (i) fulfilling minimum attendance requirements and (ii) passing all relevant assessments.
Subsidies are subject to change by IBF and fees will be adjusted based on prevailing funding rates. Click here to read more about funding support for IBF-STS, and terms & conditions governing registration, payment, cancellation, deferment and no-show.
The information above is correct at the time of publication. Wealth Management Institute reserves the right to amend the fees and/or terms and conditions as appropriate.
Schedule
Please note that program dates are subject to change at WMI’s discretion in the event of unforeseen circumstances. WMI will strive to provide advance notice of any changes whenever possible.
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