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INTEGRATED Approach to Estate Planning, A PRACTICAL Perspective by Lee Khee Chuan
RM260.00
| Date | 10 July 2025, Thursday (Full-Day Online CE Workshop) |
|---|---|
| Time | 9.00am – 5.00pm |
| CE/CPE/CPD | 10 FPAM CE Points / 10 SIDC CPE Points (Coming Soon) / 8 FiMM CPD Points (Coming Soon) |
| Facilitator | Lee Khee Chuan |
Many qualified financial planners acquired book knowledge on financial and estate planning during their course of study. But the key really is to be able to APPLY the knowledge in real situations! There is a GAP between what they know and how to transform themselves to become successful practitioners in financial & estate planning. They need help in PRACTICE MANAGEMENT! This FPAM CE course is designed with the above in mind for CFP holders and students. The facilitator will share the integrated approach to estate planning to help participants understand and integrate the various estate planning components of Will & estate planning into a coherent plan. This course is unlike the other estate planning courses, as it takes an “up-side down” approach where it focuses 100% on the client and not on products like will, trust and life insurance. Real life case studies will also be discussed. This course is ideal for those who are looking to beef up their estate planning & advisory for their clients.
Learning Outcome
By the end of the course, participants will be able to:
- Understand and appreciate the client-centred approach and integrate the various estate planning instruments, including will planning, trust set up and business estate planning.
- Diagnose and identify the various issues that concern the client and design an integrated estate plan for him or her (focus will be on estate planning for parents with young children).
- Apply the integrated approach in estate planning and to enhance your estate planning components in your financial plan for clients.