Product alone such as Life insurance, Wills and Trust is not sufficient means of accumulating, preservation and distributing one's wealth. Efficient marketing shall include of the comprehensive and practical guidance in financial planning.

Through this course you will able to practice step-by-step process assisting your clients creating cost-effective trust and succession plans on their wealth preservation and distribution.

Topics:-

1. Operational Procedure of Setting Up Trust

2. Instruction Form and Cost of Setting Up Trust

3. Constructing Fee-based Business Succession Trust model

4. Living Trust vs. Testamentary Trust

5. Samples of Buy-Sell Agreement with/without Trust Implications

6. Statutory Trust vs. Express Trust

7. Revocable & Irrevocable Trust

8. Avoidance of Bankruptcy Act 1967

9. Order of Payment to Islamic Law of Distribution.

10. Classes of Asset/Estate in Assignment