Rockwills Institute Pte Ltd is the education and training arm of the Rockwills Singapore Group.
Rockwills Institute holds the exclusive appointment to provide the STEP Certificate for Financial Services – Trusts and Estate Planning Singapore, a certification program for financial services professionals in the financial advisory, insurance, banking and other industries. The course serves to enhance the breadth and depth of their knowledge to enable them to integrate wealth management and estate planning services for their clients. On successful completion of the STEP program, a participant is entitled to become an Affiliate Member of STEP.
In addition, it provides training courses and seminars in estate planning for Rockwills’ estate planners and for members of the public.
This course has been developed to help financial intermediaries understand the legal issues concerned in financial and estate planning in Singapore.
Trusts and Estate Planning has emerged in Singapore as a growing area in the sphere of wealth management. Many Financial Services Professionals (FSPs) are seeing such planning as new opportunities that they could tap into as part of their value proposition to clients. With the breadth and scope involved in trusts and estate planning, the expertise has been largely confined to the specialists offering such services. Rockwills Institute plays a leading role in educating professionals in this area.
STEP Certificate FS Singapore Course Enrolment Form
STEP Certificate For Financial Service Brochure
STEP Singapore Financial Services Flyer
AEPP ® Certificate