ISO 17024 Certified
Certificate of Competency in Estate Planning
(Online Live)
- Course Includes: 8 Modules
- Program Duration: 3 Days
About the Course
The Certificate is not only designed to provide you with recognition, knowledge, and skills in Estate Planning but also serves as the sole certification of competency offered in Malaysia. Facilitated by MWTA and certified as ISO 17024 compliant, this course is uniquely positioned to equip you with the necessary expertise.
Conducted in both Chinese and English languages, the course spans approximately 20 hours, ensuring comprehensive coverage of essential topics in Estate Planning. The course is assessed by ThinkPlus Academy, established since 2012 and renowned for their competency courses.
Suitable for
- Minimum age of 18, Malaysians only
- Estate Planners
- Insurance Advisors
- Private Bankers / Relationship Managers
- Accountants
- Licensed Unit Trust Advisors
- Licensed Financial Advisors/ Private Retirement Schemes Advisors
- Anyone who is interested to become Estate Planner with minimum SPM qualification
Next Course Schedule
English Course
20 - 22 FEB
Chinese Course
22 - 24 JAN
Venue
Online Live via Zoom
Facilitated & Endorsed by
Assessed & Certified by
What You’ll Learn
01.
Estate Planning Fundamentals
- Understanding Personal Law and Estate Planning
- Understanding Purposes and Objectives of Estate Planning
- Understanding Process and Strategies of Estate Planning
02.
Wills
- Gain knowledge of the definition and purpose of a will
- Explore different types of wills
- Develop an understanding of the planning considerations involved in will writing.
03.
Trust
- Gain knowledge of the characteristics and components of a trust
- Explore the methods of classifying trusts based on various criteria
- Application in Financial Planning
04.
Power of Attorney
- Understand the definitions and characteristics of a power of attorney
- Gain knowledge of the procedural aspects of power of attorney
- Understand the remedies available to the donor in the event of a breach by the donee
05.
Duties and Power of Personal representatives
- Understand the duties of a personal representative and a trustee
- Criteria of personal representative and trustee.
06.
Understanding the Rights of Beneficiaries
- Understand the rights given to a beneficiary
07.
Business Succession Planning in
Estate Planning
- Gain an understanding of the different types of businesses
- Learn about the buy-sell concept as a solution for addressing business continuity problems
08.
Charity Trust
- Understand the definitions and characteristics of a power of attorney
- Gain knowledge of the procedural aspects of power of attorney
- Understand charitable organization as beneficiary to of attorney private trust
Trainers
How Lean Giap
LLB (HONS)
How Lean Giap
LLB (HONS)
Graduated from Northumbria University, Newcastle
Founder and Managing Partner of Messrs How, Ong & Associates, legal firm
With 12 years of experience as a practicing lawyer, How has
specialized in areas such as conveyancing, probate and
estate administration, civil litigation, and insurance claims.
Prior to his admission as a lawyer, he also gained valuable
experience working in both a general insurance company
and a trustee company.
Additionally, he has served as a Legal Advisor for Easiwill,
earned the HRD Corp Certified Trainer status, and held the
position of Past President within the BNI Arcadia Chapter.
Simon Hii
Trainer, Facilitator & Host
Simon Hii
Trainer, Facilitator & Host
Registered Financial Planner
(RFP) HRD Corp Certified Trainer
Creator of Moneysenz Cash Flow Workshop
Vice President of JCI BNI
Simon is a highly experienced trainer and speaker with more than 3 years of experienced as a trainer and group facilitator.
He works with groups, individuals and organisations to inspire them to become better versions of themselves especially in the field of personal finance.
Testimonials
Pricing Packages
Non-MWTA Member
RM
3,000
/ individual
If you are not a Malaysia Will & Trust Association Associate/ Corporate Member but wish to get a 20% discount on this course, click here to register as a member first before making a payment.
MWTA Associate Member/ Corporate Member
RM
2,400
/ individual
For MWTA’s Associate & Corporate Members, please register via this option to get the discount on the course. Non-members will have to register as a MWTA member first before enrolling.
Exclusive Half Price Promo !
Get 50% off our Certificate of Competence in Estate Planning with HWG promo code.
RM
1,500
/ individual
• Only applicable to HWG advisors who purchase the HWG WELCOME KIT and receive the promo code.
• MWTA reserves the right to reject enrollment and payment if the promo code is incorrect.
• The promotion is NOT applicable with any another discounts.
JAN 2025 PROMOTION
HURRY!!
Bring A Friend -- Enrol for 2 pax by 18 Jan 2025 and enjoy 30% discount.
RM
2,100
/ pax
1. All enrollments must be completed to qualify for the rebate.
2. The rebate cannot be exchanged for cash.
3. The rebate is non-transferable.
Hard Copy Certificate
Get your Hard Copy Certificate of Competence in Estate Planning
RM
50
/ individual
Here’s an improved version with the emphasis:
Get your hard copy Certificate of Competence in Estate Planning for
*only RM50*!
Certificate of Competency in Estate Planning Terms and Conditions:
- Class schedule will be notified once the course has been confirmed for commencement.
- Fees paid are not transferable or refundable once the course has been confirmed for commencement or has commenced.
- Course will commence once the minimum number of 10 enrolments is fulfilled.
- Malaysia Will and Trust Association (PPM-023-10-29012021) reserves the right to amend, modify or revise any of the terms as may be reasonably required for the commencement of the course.
Disclaimer: The Course Organizer reserves the right to modify or alter the course contents, curriculum, and materials as necessary to ensure the course runs at its best quality. Any changes made will be aimed at enhancing the learning experience and providing the most up-to-date information to participants. Participants will be duly informed of any significant modifications that may impact the course content. By enrolling in the course, participants acknowledge and accept this right of the Course Organizer to make appropriate improvements to the course.
Referral Program for Graduates
We value the support of our graduates and want to reward you for spreading the word about MWTA's Certificate of Competency in Estate Planning course. With our referral program, you can earn cash rewards for every person you refer to the course.
Tier 1 :
Receive
RM
100
/ each referral
For each referral you make, you will receive RM100 cash as a token of our appreciation.
Tier 2 :
Refer 3
RM
100
/ extra cash bonus
Reach three referrals, and we'll give you an additional RM100 cash bonus on top of the rewards you've already earned.
Tier 3 :
Refer 6
RM
200
/ extra cash bonus
Achieve six referrals, and we'll sweeten the deal with an extra RM200 cash bonus, making your efforts even more rewarding.
Terms and Conditions:
• Referral Program rewards will be issued in the form of cash payments.
• To qualify for Referral Program Rewards, referrals must successfully register and pay for the course.
• Referral rewards are non-transferable.
• MWTA reserves the right to amend or cancel the promotion and referral program at any time without prior notice.
• All decisions made by MWTA regarding the promotion and referral program are final.