Structuring Legacy Planning Conversations with HNW Clients (1-Day Workshop):
Date: 11th Dec 2023 (Mon)Time: 9:00AM - 5:00PMLocation: Voco Hotel, 581 Orchard Rd, Singapore 238883Trainer: Dr. Carl Thong
Note: *This is an IBF-STS approved program
Workshop Fee: Total Fee S$ 1,000
Funding Criteria:
Funding Quantum:
For training programmes commencing from 1 January 2023:
- Singapore Citizens age below 40 years old and Singapore Permanent Residents will be eligible for 50% co-funding of direct training costs.
- Singapore Citizens age 40 years old and above will be eligible for 70% co-funding of direct training costs.
Eligible Individuals:
- Singapore Citizens or Singapore Permanent Residents, physically based in Singapore; and
- Successfully completed STS accredited course (including passing all relevant assessments and examinations)
Companies eligible to submit claims for company-sponsored participants:
- Singapore-based financial Institutions regulated by MAS (licensed or exempt from licensing by MAS).
- FinTech firms certified by Singapore FinTech Association.