This course is designed as a case study-based programme, enabling participants to utilise their knowledge in executing integrated financial planning strategies to meet both personal and business goals. The curriculum will encompass topics to better understand the business and the business owner such as digital sales cycle, business and personal assets, buy-sell agreements, retirement planning for business owners, among others to help build the future the business owner envisions.
Financial advisers, wealth managers, or individuals seeking to deepen their expertise on the unique challenges and opportunities faced by HNW business owners. This course targets individuals who aim to provide comprehensive and tailored insurance solutions that align with the sophisticated needs and objectives of business owners. This course equips you with the knowledge and skills necessary to excel in advising HNW business owners on insurance solutions.
Mr. Stephen is currently the Principal Consultant of Summit Planners Group of Companies, providing one stop integrated financial services to individuals and business owners. He obtained his ACCA in 1987 at the age of 21 and started lecturing in the Institute of Certified Public Accountants of Singapore in the same year. He has trained more than 30,000 Financial Practitioners on finance-related topics.
Stephen is the author of five books: “Taxation Relevant to Insurance Practitioner”, “Estate Planning Relevant to Financial Advisors”, “Planning for Business Owners and Professional” and two other books which were written to prepare students for professional accountancy examinations.
Stephen specializes in Corporate Risk Management and Estate Planning. On the area of Corporate Risk Management, Stephen has been involved in designing solutions for businessowners to minimize risk, with a particular emphasis on risk avoidance, risk prevention and risk transfer.
In the area of Estate Planning, Stephen assists many individuals (both Muslim and non Muslim)to plan for their estates, particularly the provision of immediate expenses upon death, the preservation of estate, the enhancement of estate and most importantly the distribution of estate.
Mr. Nethan Chew is currently the Vice President, Estate Planning and Business Consultancy of Summit Estate Services Pte Ltd, where he advises individuals, families and business owners on estate planning, wealth preservation and business succession strategies. He holds a Bachelor of Laws (Honours) from Birmingham City University and the STEP Certificate in International Trust Management and STEP Certificate in Foundations. With more than a decade of experience in the financial services industry, he combines legal principles with practical advisory experience to develop holistic solutions for clients.
Nethan specializes in Estate Planning, Business Succession Planning and Wealth Structuring, with a particular focus on high-net-worth individuals and business owners. His areas of expertise include Wills, trusts, insurance planning, Lasting Powers of Attorney, intergenerational wealth transfer and corporate succession planning. Beyond his consultancy work, Nethan is a regular trainer and speaker for financial practitioners, conducting practical and case study-based programmes to bridge the gap between technical knowledge and real-world implementation.
He is also a six-time Million Dollar Round Table (MDRT) qualifier, including one Top of the Table and two Court of the Table qualifications.
Note: Candidates who do not pass the examination by the deadline set are required to pay back the funded mount of S$1,680.00 or S$1,200.00 depending on the funding quantum corresponding to the corresponding eligibility criteria.
Each course is SkillsFuture Credit-eligible. For details, you may refer here.
