ESTATE PLANNING COURSES

Professional Diploma In Will Writing & Estate Planning

Supporting Partners:

MTPN
MPPN
UTM

This Diploma is the Ultimate Entrepreneurial Launchpad for Estate Planning

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of graduates successfully launch their own estate planning career, leveraging the comprehensive skills acquired.
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of graduates report gaining a competitive edge in the market, with a strong focus on practical, income-generating skills in estate planning.
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of graduates achieve unprecedented time freedom in their careers, utilising skills from the diploma to work flexibly anywhere, anytime.

What Our Students Have To Say?

Joining the Diploma was a turning point for me. After not doing well in my SPM, I felt uncertain about my future. This diploma offered me a new path. Now, at 20, I'm building a career on my own terms, enjoying the freedom to learn and work in a field that's both rewarding and flexible. It's empowering to know I can achieve success without traditional academic routes.
Jason Loh
Aspiring Estate Planner

5 Key Takeaways From This Course

Beyond Academic Achievement

This course offers a pathway to success for those who seek alternatives to traditional education routes, emphasising skill over scores.

Empowerment Through Education

Gain the knowledge and skills to navigate the estate planning industry confidently, enabling a swift transition from learning to earning in a growing field.

Flexible Learning for Future Leaders

Our program's design caters to individuals seeking education that fits their lifestyle, offering online classes that ensure you can learn anywhere, anytime.

Practical Experience, Real Results

Focus on hands-on learning experiences that prepare you for real-world applications, ensuring you can provide valuable services upon completion.

Lifetime Career Support

Graduates gain access to an ongoing support network, ensuring continuous professional development and opportunities in the estate planning sector.

Courses Outline

  • Legal requirement in Will Writing & Estate Planning in Malaysia
  • Functional Will Process
  • Process to claim Deceased’s Assets
  • Type of assets which are free from creditors’ claim
  • Legal Requirement of Will writing in Singapore

  • Will Writing in Hong Kong and Case studies

  • Functional Will in Singapore

  • Complex cases in Hong Kong jurisdiction

  • Type of insurance in Malaysia

  • Case studies of insurance claim in Malaysia

  • Difference of Malaysia and Singapore Insurance Claim

  • Long lasting Power Attorney

     

  • Family Office (Singapore context) and trust structure

  • Process to form Family Office

  • Benefit of Family Offices Set Up

  • Constitution of Family office

  • Hibah and Wasiat Set Up in Malaysia

  • Grant of Probate, fresh grant and Letter administration Process

  • Malaysian Estate Planning Process

  • Risk Management on Malaysian estate

Meet Our Prestigious Trainers

SIM WEN YEE

Sim Wen Yee

Lead Instructor

Founder and Senior Partner of Messrs Sim & Rahman, Advocates & Solicitors

Josephine Poh

Instructor

Director of Key Accounts at Tricor Singapore

Joshua Loong

Instructor

Founder of TRIGEN Succession Advisory SB, Private Wealth Advisor, Certified Financial Planner of FPAM (Financial Planning Association Malaysia), CMSLR holder of Securities Commission, FAR holder of Bank Negara

FUNG CHUN PING BERNARD

Bernard Fung

Instructor

Co-founder of Chapter 3 Consultancy Pte Ltd, Certified Financial Planner (CFP), Associate Estate Planning Practitioner (AEPP), IBF Qualified in Private Banking & Wealth Management (The Institute of Banking and Finance Singapore) – Legacy Planning for HNW Individuals (NTU Wealth Management Institute)

Puan Amna Fazillah Binti Ismail

Instructor

Chief Business Officer of as-Salihin Trustee Berhad

Elsa Law

Instructor

Founder of Elsa Law & Co. Solicitors

Yue-En Chong

Instructor

Founder of Bethel Chambers LLC

Julian Seng

Julian Seng

Instructor

Founder of Alpine Advisory Sdn Bhd

Who Is Suitable To Take This Course?

Witness The Transformation of Our Students

Thanks to this diploma, I've launched a successful career in estate planning, even without strong SPM results. The course's practical approach and flexible learning allowed me to balance studying with starting my own business. It's truly life-changing.
Ahmad Nazri
Newly Qualified Estate Planner

Unlock Your Potential in Estate Planning

Dive into a career that offers flexibility, high-income potential, and the satisfaction of helping others secure their futures.Start your journey towards becoming a sought-after professional in this rewarding field today!