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Anonymous

15 Oct 2019

โˆ™

Retirement

I'm interested in a career in estate planning, how do I start?

What are the requirements from MAS? I have an Aussie degree and masters in finance & account. Would there be a vast difference in the approach in joining a tied-agency, IFA and banks?

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Loh Tat Tian

14 Oct 2019

Founder at PolicyWoke (We Buy Insurance Policies)

If you wish to have estate planning as a career, the first step is to consider joining an estate planning agency like Rockswill / Bequest Pte Ltd and get your AEPP (associate estate planning practitioner).

There are also other certification and course which you might want to join.

For insurance and other investment products, Singapore has somewhat matured to have a few areas like IFA, FA firms and banks. Your Fiduciary duty depends on who you sign your contract with.
I personally would want someone to have Fiduciary duty to me, else the person I have in touch with, is just a salesman. Sorry to say this.

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Hariz Arthur Maloy

14 Oct 2019

Independent Financial Advisor at Promiseland Independent

That's a great initiative Anon. We definitely need more people who specialise in estate planning.

Other than just your licenses, and qualifications like CFP and Estate Planning certificates, you may be interested to join an Independent Financial Advisory Firm that has more access to multiple products and platforms.

But if I may, it may be beneficial to work in a family office first to get some perspective and experience.

I know this is what I would have done if I could turn back time for just a bit. :)

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