Talk (1 hour)

Objective
In this Talk, you will have an overview of the objectives and how to prepare an estate plan. You will also learn the different means of distributing your assets according to your wishes using a Will, CPF and insurance nominations.

Course Outline
  • Objectives of Estate Planning
  • Steps in Estate Planning
  • The Means of Transfer

Who Should Attend

Those who want to know the basic steps in estate planning and the means to distribute assets according to a deceased’s wishes.

Other Language
Mandarin

Activity-based Workshop (1.5 Hours)

Objective

In this activity-based workshop, you will learn the basic objectives and how to prepare an estate plan, with examples and activities. You will also learn the different means of distributing your assets according to your wishes using a Will, CPF and insurance nominations.


Course Outline

  • Those who want to know the basic steps in estate planning and the means to distribute assets according to a deceased’s wishes.

Who Should Attend

Those who want to know the steps in estate planning and the means to distribute assets according to a deceased’s wishes.

Other Languages

Mandarin

Begin Your Financial Literacy Journey

Enrol for this course via our e-learning platform Finlearn@Academy, where free and user friendly e-courses are available for learning at your own pace and convenience.