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Integrated Estate Planning on Business Owners by Lee Khee Chuan
RM260.00
| Date | 10 March 2026, Tuesdayy (Full-Day Online CE Workshop) |
|---|---|
| Time | 9.00am – 5.00pm |
| CE/CPE/CPD | 10 FPAM CE Points / 10 SIDC CPE Points (TBC) / 8 FiMM CPD Points (TBC) |
| Facilitator | 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
By the end of the course, participants will be able to:
- Explain the purpose, scope, and urgency of estate planning for Malaysian business owners.
- Apply the 3-Box Integrated Model to assess and organise client assets, control mechanisms, and continuity planning.
- Differentiate key estate planning instruments—Will, Living Trust, Testamentary Trust, Power of Attorney, and Insurance Trust—and understand how they interact in business contexts.
- Evaluate estate planning risks and solutions for sole proprietors, Partnerships, Sdn Bhd shareholders.
- Demonstrate how to use life insurance as a strategic tool in: Key person protection, Buy-Sell Agreement funding, Estate liquidity creation, Wealth equalisation between heirs.
- Recognise the consequences of inadequate planning through real-life Malaysian case studies—and use them as planning prompts with clients.