Strategic Partners
A comprehensive Twelve-month coaching programme that provides an in-depth knowledge and understanding of the key elements of estate planning profession.
Professional Estate Planning Adviser Programme (PEPAP)
The programme syllabus is derived from the RFP programme. The learning content is also buttressed by a discreet ancillary of practical case study about estate planning in local context and trustee sharing session by industry practitioner.
Smart Estate Planning Programme (SMART EPP)
This programme has been developed to help financial advisors understand the basic needs of estate planning & how to use insurance as a tool to fund the estate plan.