Business Mandarin for Legacy Planning Advisors (Synchronous e-learning)

Training Provider: SINGAPORE CHINESE CHAMBER INSTITUTE OF BUSINESS
Course Reference: TGS-2023017851
S$325
Original: S$650
Save S$325

About This Course

Learners will be able to communicate in professional Business Mandarin and elaborate on the challenges processes & advantages of cross-border estate planning based in Singapore, particularly on how to fully utilize pertinent insurance policies for both personal and commercial wealth inheritance to gain trust and convince the Chinese clients. The knowledge in leveraging on understanding the unique challenges faced by ultra-rich Chinese families. The skill to gain trust and approaches to persuade and to convince their Chinese clients. The attitudes of understanding the consumer behaviour of the Chinese to adopt and adapt appropriate etiquette when engaging their clients.

What You'll Learn

Singapore has a sound and transparent legal system, a friendly financial investment environment, a good education system, and no inheritance tax and capital gains tax. The overall environment is very suitable for wealthy or high net worth individuals from Chinese-speaking countries to conduct wealth inheritance and tax planning. At the same time, universal insurance, especially variable value universal insurance, can be said to provide a new idea for estate planning and wealth inheritance for the wealthy Chinese. This course aims to instill wealth management professionals with the language and presentation skills pertaining to estate planning, tax planning and universal life insurance in order to deepen their expertise in these areas.

Entry Requirements

C6 Pass for GCE ‘O’ Level
Able to comprehend and answer the assessment in Chinese according to the learning mode
In-classroom Training: writing - pen and paper
Synchronous e-learning: hanyu pinyin input method (汉语拼音输入法) using one’s personal computer (PC) web-browser

Course Details

Duration 24 hours
Language Mandarin
Training Commitment Part Time
Total Enrolled 113 students
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