Event Date
From
Thursday 30 Sep 2021 - 09:00 AM
To
Friday 15 Oct 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
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 Attachment
OTH-210397_EventBrochure.pdf
+ Event occurs over multiple days