CTA 04-2023/MAL
Certificate in Trust Advisory
- By Alan Chew
RM 3,300.00
ABOUT
THIS COURSE
DESCRIPTION
| Certification | : | Certificate in Trust Advisory |
| Level of Certification | : | Certificate of Completion |
| Duration | : | Total 23 hours |
TYPE OF DELIVERY
| - | Pre-Recorded Video Tutorials & Assignments |
| - | Live Online Webinar |
| - | Reading and Research |
TYPE OF ASSESSMENT
| Examinations | : | 60 MCQs (2 hours) |
| Passing rate | : | 60% and above |
| Certification Body | : | University of Technology Malaysia (UTM) |
This Certificate provides you with a recognition of having obtained the necessary knowledge and skills in trust advisory and in being able to formulate customised trust solutions to address your client's needs. Achieving this certification can certainly enhance your professionalism as you transit into the trust industry or when you wish to expand your client offerings to include trust services.
This course will provide participants with the following:
- A foundational knowledge in all aspects of trust features, benefits, regulations & practices.
- The tools used to identify, analyse and quantify clients' wealth needs.
- The skills to formulate customised wealth solutions using trusts.
WHAT YOU’LL LEARN
Appreciate How The Trust Concept Evolved And Developed Over The Centuries.
Grasp The Importance Of Proper Estate Planning Especially For HNW Individuals.
Describe The Main Features Of The Onshore And/Or Offshore Trust Legislations.
Explain How Trustees Play An Important Role In The Wealth Management Industry.
Describe The Essential Elements Of A Properly Constituted Trust & Explain The Contents Of A Standard Trust Instrument.
Navigate The Stages In The Trust Advisory Cycle Efficiently & Effectively.
Obtain & Record Client Information Through A Systematic Fact-Finding Process & Formulating Customised Solutions Using Trusts.
Appreciate The Modern Uses Of Offshore Trusts In Addressing Wealth Concerns.
Comply With Trustee's Due Diligence And Anti-Money Laundering Measures.
Explain How The Use Of Offshore Incorporation & Management Can Reap Tax Benefits.
At the end of the module, participants will be able to:
- Understand the history & origins of trusts
- Explain the trust structure & equitable obligations of the trustee
- Compare between a corporate trustee vs. an individual trustee
At the end of the module, participants will be able to:
- Identify the 3 certainties of a valid trust
- Examine a settlor’s capacity to transfer assets into trust
- Distinguish the reserved powers of settlor according to common law & modern legislations
- Navigate the proforma of a trust instrument
At the end of the module, participants will be able to:
- Distinguish between financial planning & wealth management
- Categorise potential clients of wealth management
- Identify the providers of wealth management & their offerings
- Understand the role of trusts in an individual client’s wealth matters
At the end of the module, participants will be able to:
- Understand the legal & financial consequences upon one’s death
- Identify the components of a total estate planning solution
- Apply different tools to create a holistic estate plan
At the end of the module, participants will be able to:
- Navigate the 6 stages of the Trust Advisory Cycle
- Identify client’s personality and building a lasting client-advisor relationship
- Obtain & record client’s financial & non-financial information
- Apply various techniques and tools at each stage of the cycle
At the end of the module, participants will be able to:
- Analyse client’s personal information & formulating various options using trusts
- Understand the different types of trusts available
- Planning for business succession of the family business
At the end of the module, participants will be able to:
- Distinguish between common law (trust) & civil law (non-trust) jurisdictions
- Grasp the salient points of a typical onshore legislation: The Malaysian trust laws
- Compare the salient points of offshore Labuan trust laws with onshore trust laws
- Apply anti-money laundering & anti-terrorism financing to trust practices
At the end of the module, participants will be able to:
- Capture opportunities in financial services using trusts
- Begin with the end in mind: for yourself & for your client
- Distinguish yourself from the competition
- Market your trust services to high-net-worth clients with confidence
ALAN CHEW
About The Course Developer and Facilitator
Alan is a highly accomplished expert trainer with over 15 years of experience, successfully equipping thousands of professionals in diverse fields such as banking, insurance, investment management, financial planning, accounting, and law. He has held prestigious in-house corporate training positions at renowned organisations including DCS Group of Companies, Hong Kong Fiduciary Association, Kenanga Investors Group, RHB Investment Management, and OSK-UOB Investment Management.
Alan's educational background features an accountancy degree from the Association of Chartered Certified Accountants (ACCA). He further bolstered his credentials with the Chartered Financial Consultant (ChFC) qualification from the Malaysian Insurance Institute. Additionally, he holds the RFP certification from the Malaysian Financial Planning Council and the esteemed CFP certification from the Financial Planning Association of Malaysia (FPAM).
By engaging in Alan's training courses, participants gain access to an unrivaled wealth of expertise and guidance from a highly respected professional. Discover your true potential and embark on a transformative journey toward becoming a distinctive trust advisor.
Alan's educational background features an accountancy degree from the Association of Chartered Certified Accountants (ACCA). He further bolstered his credentials with the Chartered Financial Consultant (ChFC) qualification from the Malaysian Insurance Institute. Additionally, he holds the RFP certification from the Malaysian Financial Planning Council and the esteemed CFP certification from the Financial Planning Association of Malaysia (FPAM).
By engaging in Alan's training courses, participants gain access to an unrivaled wealth of expertise and guidance from a highly respected professional. Discover your true potential and embark on a transformative journey toward becoming a distinctive trust advisor.