Wealth Management Institute

WMI Certificate in Trust Services - Build foundations for future generations.

The WMI Certificate in Trust Services (CTS) programme is specially designed for individuals in the trust services industry who want to deepen their understanding of trust administration and trust & estate planning, and individuals who are keen to pursue a career in these areas.

Key features

  • Comprises seven modules spanning four weeks.
  • Comprehensive coverage of the Singapore Trust Industry, Trust Regulation and Practice, Companies and Corporate Services, Client Advisory and Trust Structuring, Administering and Monitoring Trust Assets, as well as Trust Operations and Management.
  • FICS-accredited in areas of “Wealth Management: Trust Administration (Job Role III)” and “Trust & Estate Planning (Job Role IV)”.
  • Successful participants will be awarded Statements of Attainment (SOAs).

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*Dates are subject to confirmation. Please refer to the course info sheet for details.

Curriculum

CTS Programme

 Topics
M1: Trusts
  • The Financial Services Industry
  • Trusts
M2: Trust Regulation and Practice
  • How the Trust Industry is Regulated in Singapore
  • The Licensing Process
  • The Supervision Process
  • Related Legislations
  • Anti-Money Laundering (AML) and Countering Financing of Terrorism (CFT)
M3: Companies and Corporate Services
  • Types of Business Entities
  • Directors / Secretaries / Auditors of Companies
  • Shares: Allotment / Transfers
  • Taxation Concepts
  • Governance and Financial Reporting
  • The Offshore World
  • Uses of Asset Holding Companies in Wealth Management
  • Role of Private Trust Companies
M4: Client Advisory and Trust Structure
  • Meeting Client’s Needs
  • Trust Structuring
  • Client Acceptance Review
  • Communicate Recommendations to Client
  • Implement Recommendations
M5: Administering and Monitoring Trust Services
  • Approval and Documentation
  • Monitor and Review Investment Portfolio
  • Fiduciary Responsibility
M6: Trust Operations
  • Trust Accounts
  • Client Servicing
  • Compliance and Management Reporting
M7: Trust Management
  • Controls and Monitoring Functions
  • Case Studies

Apply now

Application for the next class is open. Early application is strongly encouraged.

To apply, please send in your completed application form together with all relevant supporting documents and an application fee of S$85.00 (non-refundable) by mail to:

Wealth Management Institute Pte Ltd
60B Orchard Road
#06-18 Tower 2
The Atrium@Orchard
Singapore 238891

Financial institutions that are keen to sponsor candidates for the programme, kindly contact us.

Related Information

I knew very little about the trust business and how it could help high net worth clients in their estate planning before I attended this course. This course has been an eye-opener for me. I appreciate all the lecturers who have been very enthusiastic about imparting their knowledge on trust and their efforts to keep the lectures simple. Thanks!

Helen Yeo
Manager, Credit Agricole (Suisse) SA