Course Description

Synopsis:

In this Personal Finance Series with Providend: Achieving Financial Wellness with Money Wisdom, the course introduces the core areas of interest that busy working professionals should consider for their personal finances.

As a brief overview, Part 2 of the series will cover: Estate Planning: Leaving Behind a Lasting Positive Legacy. Many often equate legacy and estate planning with either writing a will, buying Universal Life Policies (ULPs) or simply setting up a trust. But that is really putting the cart before the horse. We will explain how you can structure solutions using the appropriate legal and financial instruments so you can express what wealth really means to your family such that not only financial wealth, but also family's core values are passed on to future generations.

Explore other areas of managing personal finances in this series (4 parts in total): 

 

Intended For:

  • Audit Professionals/ PAIP
  • Finance Professionals/ PAIB
  • Public Sector Finance
  • C-suite & Directors 
  • Business Owners


Competency Mapping: 

  • CPE Category "Others" = 1.0 CPE Hour 

Instructor Image

Christopher Tan

Chief Executive Officer and Co-Founder, Providend Ltd CFP®, ACTS, CEPA

Christopher has more than two decades of experience in the wealth management and financial planning industry.Professionally, Christopher is a Certified Financial Planner and a member of the Financial Planning Association of Singapore. He sat on the Management Committee of Securities Investors Association (Singapore) (SIAS) from 2009 to 2017 and was reappointed in September 2022. In 2014, Christopher was appointed by the Singapore Government to be part of the CPF Advisory Panel. In June 2020, Christopher has also obtained the Advanced Certificate in Trust Services (ACTS) from Wealth Management Institute, Nanyang Technological University as well as the Certificate of International Trust Management from Society of Trust and Estate Practitioners (STEP).​ In September 2021, he has also completed the Certificate for Family Office Advisors – Foundation.He is often featured in broadcast and print media for his expert opinion on financial matters and is an internationally sought-after speaker, counting the CFA Institute Annual Conference and MoneySENSE among his speaking engagements.Christopher holds a Bachelor of Financial Services Degree with honours from the National University of Ireland and a Master of Business Administration Degree from University of Warwick.

1 CPE Hour

Lesson(s)

3

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