Integrated Estate Planning on Business Owners by Lee Khee Chuan

As Malaysia’s business landscape evolves, Certified Financial Planners (CFPs) are increasingly called upon to advise SME business owners on how to preserve, protect, and pass on their life’s work.

This highly practical, one-day online course equips CFPs with practical and proven estate planning strategies tailored to sole proprietors, partners, and Sdn Bhd shareholders. Using Lee Khee Chuan’s Integrated 3-Box Model and framework, participants will gain a clear roadmap to deliver holistic estate solutions that go beyond legal basics and product sales.

You will learn how to deploy powerful planning instruments—such as wills, trusts, power of attorney, shareholder agreements, and life insurance—in real business scenarios to solve issues like frozen assets, shareholder disputes, incapacity, and business collapse. The course includes true Malaysian case examples (kisah benar) to show what happens when planning is neglected—and how CFPs can intervene professionally and meaningfully.

Whether you’re advising a family-run grocery shop, a fast-growing partnership, or a multigenerational Sdn Bhd, this course will give you the structure, language, and tools to serve business-owner clients with confidence and credibility.

Learning Outcome