Beyond Will & Trust – How to Integrate Client’s Estate Plan to Protect, Preserve & Perpetuate Their Assets by Lee Khee Chuan

This course is tailored for CFPs who aspire to master estate planning with an innovative, integrated approach. In a world where the financial and legal landscapes are rapidly changing, this course breaks new ground by moving beyond conventional planning tools such as wills and trusts, proposing an integrated strategy that addresses the multifaceted needs of clients’ personal and business assets. This unique educational offering merges in-depth theoretical insights with practical, real-life case studies, to empower participants with hands-on experience, making the abstract principles of integrated estate planning tangible and actionable.

Aimed at CFPs who are committed to advancing their expertise or shifting their practice to embrace a more sophisticated, all-encompassing approach to estate planning, this course not only promises to transform your understanding and application of estate planning principles but also positions you as a leader in implementing integrated strategies that ensure the protection, preservation, and perpetuation of wealth across generations. By choosing to enrol, you are taking a step towards differentiating your practice through a comprehensive approach that harmonises legal, financial, and personal considerations into a unified estate planning strategy. Embark on this revolutionary journey with Sifu Lee, and redefine the boundaries of estate planning to secure your clients’ legacies more effectively and with enduring impact.

Learning Outcome