FA Representatives in Singapore with 1–2 yearsof advisory experience who need to translate CPF and retirement concepts intopractical client conversations.

By the end of the course, participants should be able to:

• Explain the purpose and differences between wills, trusts, LPA and AMD at a practical advisory level.
• Explain how insurance nominations and assignments affect policy proceeds and beneficiary outcomes.
• Distinguish between Section 73 CLPA statutory trust, revocable nomination, irrevocable nomination and absolute assignment.
• Identify estate-planning gaps in client profiles, such as minor children, blended families, business ownership, elderly parents, special-needs dependants or outstanding liabilities.
• Recommend suitable planning conversations involving insurance, liquidity, nominations and professional referrals.
• Use AI-assisted profiling to identify estate-planning risks while respecting confidentiality and data protection obligations.
• Conduct a sensitive estate-planning conversation with appropriate boundaries.

• Estate planning foundations
• Wills, trusts, LPA and AMD
• Insurance nominations
• Section 73 CLPA and absolute assignment
• Product mix for legacy planning
• AI-enabled client profiling
• Integration into daily planning
• Role play and prospecting

Koh Poo Kwee (PK), CLU®/S, ChFC®/S, CFP®

With over a decade of industry experience, Mr Koh is a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®/S), Chartered Life Underwriter (CLU®/S), Chartered Accountant of Singapore (CA Singapore) and an accredited adult educator (ACLP). He currently serves as a lecturer, examiner, assessor, curriculum developer and textbook contributor with the Singapore College of Insurance, and has trained more than 1,000 financial consultants, delivered over 1,500 hours of professional training, and conducted numerous public financial education seminars.

What distinguishes Mr Koh is his unique combination of practitioner excellence and industry education. In addition to his credentials, he is also a proven practitioner, having qualified for the Million Dollar Round Table (MDRT) and the prestigious Court of the Table (COT) distinction for multiple years. These achievements place him among the top financial advisory professionals globally and reflect his ability to successfully apply advanced financial planning concepts in practice. Participants will benefit not only from technical knowledge, but also from practical insights and proven strategies derived from real-world advisory experience.

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Full Course Fee: S$545.00 (incl. of 9% GST)