Professional Certification for Advisers & Planners
Become a Certified SmartPlanner
in Singapore
Learn how to offer modern estate planning and trust solutions
using proven frameworks and digital tools.
Serve clients with confidence - locally and across borders.
*Next Intake Closing Soon
Certified Skills
Modern Estate Planning
Career Growth
Grow Your Career
Big Market
High Demand
Empower Clients
Will, Trusts & Tech
Digital Tools
Faster & Safe
Is This Course Right For You ?
Who Should Attend?
Financial Advisors
Insurance Agents
Legal Professionals
Trust Officers / Planners
Why It Matters
Whether you're building your practice or expanding your services,
This course empowers you to move beyond conventional advice-helping clients plan for legacy with credibility.
48% of Singaporeans
still DON'T HAVE a will
(Straits Times, 2022)
Main barriers:
Limited awareness! Discomfort talking about death! Concerns over cost or complexity!
You Can Be The
SOLUTIONS
Families face Delays, Legal Conflicts and Financial Risk without proper estate planning.
"Traditional will writing is Expensive, Slow and Inconvenient.
THE
CERTIFIED SMARTPLANNER
PROGRAMME
What You will Learn ?
Foundations of
Estate & Legacy Planning
Trust Structing
& Client-Case Analysis
Incorporating FinTech Tools
into Your Advisory
Why It Works
Each module is designed to be practical, instructor-aligend, and directly useable in your advisory sessions.
MODULE 1
Modern Estate Planning
Singapore Wills for locals and foreigners
Use Form 1 for basic situations. Use Form 2 to customise your wishes such as for business owners or if you have special needs.
Appoint independent parties to act as your donee if you lose mental capacity.
Appoint independent parties to act as your donee if you lose mental capacity.
MODULE 2
Practical Trust Planning
Testamentary Trusts, Stand by Trusts and Insurance Trusts
Active Trusts, Private Trusts Companies
Commonly Used by UHNW & Family Businesses
Evolutions of Family Offices
TrustPlanning for Mainland Chinese
MODULE 3
Leveraging FinTech Innovations in Estate Planning
A Streamlined process for creating Wills, Trusts and LPAs, offering quick client responses and efficient management of your estate planning practise.
Simplifying access to legal advice and essential documentation, facilitating the application for Grants of Probate, Letters of Administration, lasting Power of Attorney (LPA), and other necessary legal processes- all within a single platform.
Streamlining the estate planning work flow to enable you to focus on your core business activities, thereby maximizing the growth and potential of your business
Guiding you in tapping into cross-border opportunities while effectively managing client expectations across different jurisdictions.
Comprehensive 2-DAY ONLINE TRAINING PROGRAM
Learn Faster with Flexible Class Modes
2 days
6 hours training /day
9.30am - 4.30pm
Lunch Break
12.00pm - 1.00pm
Day 1-Online
Module 1 & 2
Day 2-Online
Module 3
SGD388
Course Fee
Bundled with 1 PRO Will & Testamentary Package,
including Corporate Trustee Appointment and Premium Printing – valued at S$495
Why Choose SMARTWILLS?
Your Trusted Partner
Quick to Start
Convenient
Safe & Reliable
Intelligent Tools
RIVERSIDE TRAINING
- Licensed by Singapore (Riverside Trustees Limited – Singapore Licensed Trust Company)
- Experts in Estate, Trust & Legacy Planning
- Trainers with 10–30 years of Experience
Become a CSPS CERTIFIED SMARTPLANNER (SINGAPORE)
Unlock Advanced Opportunities in Estate Planning
35% Referral Fees
Tools for Estate Planning,
Trust & SmartWills Pro Products
Eligible to handle
Estate Execution Products
CROSS-BORDER ADVANTAGE
Access to SmartWills Malaysia & Hong Kong - Serve clients with assets in Malaysia and Hong Kong.
NEW INTAKE
Meet the Experts
Your Professional Instructors & Mentors
MR KEON CHEE
30+ years in estate planning, Founder of Riverside Trustees. Published author and frequent industry speaker.
MS OOI LI SUN
Handled 3,000+ estate and trust cases, Director of Riverside Planning Services.
MS LOW SEOW LING
(Guest Speaker) Lawyer specializing in will execution, professional deputy and donee, elderly and special needs matters, and mediation.
MS JENNY TAN
Trust advisory lead with over a decade of experience in wealth management.
Ready to Become a
CERTIFIED SMARTPLANNER ?
Monthly Intake, Limited Seats.
Urgency Reminder: Registration closes on the 10th of every month.
Reassurance: 100% satisfaction guarantee-or full refund.