Training
Certified Legasy Planning Associate (CLPA)
An estate planning program for our modern times
Our program is conducted in simple English, relevant to financial planners, and taught passionately by practitioners.
Client situations have become very diverse
Do you have the broad-based knowledge to advise your clients?
Retirement
Create enough wealth for retirement to last a long life
Inheritance
Pass wealth to loved ones in a way that promotes happiness and success, and not cause fights and stress.
Cross-border
Deal with properties and bank accounts that are situated in several countries
Divorce
Protect assets in the event of their divorce or the divorce of their children
Privacy
Create a confidential estate plan for someone in the LGBT community or for a publicity-shy wealthy family
Business
Find a successor to a decades-old private business or create a family-friendly business succession plan
Charity
Leave something to charity that has long-lasting impact on the community as well as on the family
CLPA – A broad-based curriculum
Helps you adapt to the needs of the modern family
Clients are attracted to broad-based financial planners who can apply their knowledge and experience to diverse family situations.
Strengthens the depth of your specialisation in financial planning
Our philosophy: One must create a financial plan before an estate plan – no point in creating a wonderful estate plan that isn’t properly funded. To that end, we have created and adapted case studies and group discussions that revolve around financial planning.
Overview of CLPA
COMPREHENSIVE CERTIFICATION
The Certified Legasy Planning Associate program is a comprehensive certification in modern estate planning for financial planners and intermediaries who seek to provide estate planning for their family, SME and foreign clients with the highest ethical and professional standards.
EXPERIENCED PRACTITIONERS
CLPA was developed by highly experienced practitioners who aim to deliver practical content in simple English and that is relevant to financial planners.
TRUSTED IN ESTATE PLANNING
When clients engage with a CLPA graduate, they can be confident of receiving first-class planning. CLPA graduates have undergone rigorous education, and have to meet continuing professional development requirements by attending expert workshops on emerging and essential topics.
Who should enroll
Note: IBF FTS subsidies are generally available to licensed Financial Advisor Representatives only
Financial Planners
Bankers
Wealth Managers
Accountants
Lawyers
Trusted Officers
Investment Advisors
SMEs
Family members
Embark on CLPA today!
Acquire an estate planning designation recognised by the Asia Estate Planning Association, a non-profit organisation that certifies outstanding estate planning programs in Asia (visit AEPA for more information).
Understand the technical aspects of estate planning in a useful and digestible way.
Provide long-lasting and inspirational service to your clients and the community.
Still not sure? Click Here for some FAQs
The CLPA Curriculum
CLPA consists of 11 one-day modules. The modules are divided into five (5) practice areas:
A. Family Situation
B. Business Situation
C. Insurance Application
D. Trust Application
Progression
Attain CLPA in 4 modules. Then attend other modules for enhanced learning.
LEVELS
CLPA
CLPA Advanced
Electives
You should have attended CLPA or similar courses before attending Advanced modules & Electives.