This course equips financial advisors with advanced skills and tools to guide clients through meaningful legacy planning. Participants will explore legal, financial, emotional, and intergenerational aspects of legacy advisory, supported by case studies. The programme integrates Singapore-specific regulatory and tax guidance, and enables participants to deliver advisory strategies that align with both wealth transfer and family values.
By the end of the workshop, participants will be able to:
• Understand the full spectrum of legacy planning tools (trusts, insurance, ILPs, philanthropic products)
• Identify and manage risks related to wealth transfer across generations• Navigate Singapore’s tax and legal landscape in legacy advisory
• Apply communication strategies for emotional and technical conversations
• Customise client solutions based on profiling, values, and succession goals
• Facilitate family collaboration and prepare heirs for responsible wealth management
• Address post-death execution planning and global estate considerations
Working adults seeking empowerment to take control of their financial well-being, Wealth Managers, Financial Advisers, Insurance Advisers, Estate Planners, Will-Writers, Bankers, Relationship Managers
John Sim is a passionate believer that education is the key to achieving success in life. He acts out this belief through Eduvantage Pte Ltd, a social enterprise he founded in 2011 that conducts complimentary seminars in the areas of wealth optimization, healthy living and relationship building.
After graduating with an Honors (2nd Upper) degree in Computer Science and Information Systems from the National University of Singapore, he stayed onto teach in NUS for 2 years while concurrently earning his Master of Science degree. At the height of the dotcom boom, he co-founded Advanced Network Technology Laboratories (ANTlabs) with a few classmates. After cycling through various technical, sales, operations, product and management roles, he and the co-founders brought the company from a start-up, through 2 rounds of VC funding and an MBO to become a stable, profitable company with an annual turnover of a few million dollars. ANTlabs is currently the Asia Pacific market leader in Internet Access Gateways and counts many regional telcos and international hotel brands as its customers. Since 2013, he has followed his passion for financial planning and embarked in a new direction by starting his financial advisory business with IPP Financial Advisers Pte Ltd (IPPFA), the largest independently owned financial advisory firm in Singapore. He also lectures at Rockwills Institute in the area of estate planning and various education providers for the CFP® certification. Through Eduvatange and IPPFA, he aims to help improve the lives of people, with a focus on families with members who have special needs. John is also husband to a wonderful wife and father of 2 energetic boys.
