Estate planning is the process of anticipating and arranging, during a person’s life, for the management and disposal of that person’s estate during the person’s life, in the event he or she becomes incapacitated or dies. Estate planning involves determining how an individual’s assets will be preserved, managed, and distributed after death.
Assets that could make up an individual’s estate include houses, cars, stocks, artwork, digital assets, life insurance, pensions, and debt. Individuals have various reasons for planning an estate, such as preserving family wealth, providing for a surviving spouse and children, funding children’s or grandchildren’s education, or leaving their legacy behind to a charitable cause.
Smart Investor recently got an early access to Estate Planning Malaysia Online Practice Academy that was just launched to the public. But before we begin, let’s look at what it is all about shall we?
What Is Estate Planning Malaysia Online Practice Academy?
It is a video-based learning that you can learn at your own pace. There’s also a section where you can read articles that was published on Smart Investor’s website as well.
All-in, there’s 7 modules with 80 lessons contained in the platform.
SECTION 1: Weekly Zoom LIVE Tutorials with experienced estate planner, Lee Khee Chuan
SECTION 2: FAQs: Frequently Asked Questions with short answers (Questions asked by Certified Financial Planner@ CFP students and Participants in Estate Planning talks)
SECTION 3: Estate Planning Sales/Advisory Process
SECTION 4: Topical Discussions in CFP Module 2 Lectures (Insurance & Estate Planning)
SECTION 5: Estate Planning Awareness Talks by Sifu Lee (recorded & presented by Lee Khee Chuan)
SECTION 6: Estate Planning Avatar Short Videos
SECTION 7: Smart Investor Articles Previously Published
The number of contents will increase over time, so that’s a bonus.
Here are 5 things that you will get from the Estate Planning Malaysia Online Practice Academy.
1. Integrated Approach To Estate Planning Course
For the first time in Malaysia, insurance agents, will-writers/estate planners/legacy planners, and CFP/RFP students/graduates who want to acquire practice knowledge of Integrated Estate Planning can now learn via this online practice academy.
From the differences between MRTA and MLTA, to preparing a will yourself, to many other short videos that are easy to understand, all grounds are covered in this course.
2. Experienced Trainer
Lee Khee Chuan @ Sifu Lee brings with him his unique blend of academic background and experiences. He holds a B.A. with double majors in political science and psychology, and double minors in economics and Malay Studies from National University of Singapore (NUS). Since 1992, he has been in personal selling, as well as a company sales trainer, practitioner, lecturer, and columnist in estate planning.
He is a trainer, practitioner, and lecturer in the financial & estate planning industry since 1995. He has much to contribute to the industry with his writing, lecturing, practice, and training. His forte is in practice management focusing on integrated approach to estate planning. He brings his many years of practice experiences to this Online Academy and to impart and transfer his knowledge to his students.
He is the first financial adviser in Malaysia who advocates and promotes the integrated approach in estate planning. Hi strength lies in the integrated and practical aspects of estate planning. Many of his CFP students like his practical teaching and training methods in estate planning.
Made by the expert in the industry himself.
3. On A Platform That Is Very Easy To Use
You get to see everything at a glance and click on the content that you want to learn the most. Or you can follow step-by-step, completing it at your own pace.
Once a lesson is completed, it will be marked as complete which is useful so that you can track your own progress.
You can easily watch the previous video or click next to continue with the lesson.
4. In Layman Terms
It doesn’t get any simpler than the explanation by Sifu Lee himself. Don’t worry if you don’t have any financial background or estate planning in general, it is being presented in layman terms that is very easy to understand by everyone.
The practical knowledge combined with easy-to-understand lessons, makes for a very well-equipped understanding of the subject at hand.
5. Weekly Zoom Meeting
After you’ve gone through all the modules, you can always ask Sifu Lee via Live Zoom meeting every week. Should you have any queries about a particular topic or if you have a particular case study that you need help on, feel free to ask during this online meeting.
There will be a minimum of 40 weekly live sessions in a year with 2 hours duration per session. The value that you get from this personal touch is just amazing.
Smart Investor interviewed a few students who have enrolled in the online estate planning practice course and are learning the subject online. Angel Lee, a life insurance planner from Malacca was excited when learning it using the online portal.
She really loved the way those courses were prepared and presented, starting by highlighting the issues in estate planning insurance agents and estate planners often overlook. And then the video-ready lessons would provide the answer those questions. The master trainer’s teaching was clear, yet detailed, and she loved the many examples discussed in the online course. The examples are invaluable and help discover how estate planning can be applied to meet clients’ concern.
Adrian Lean, a unit trust and PRS consultant from Penang, found the estate planning course a comprehensive program and contains practicable knowledge typically sought by not only those interested in estate planning, but also for those who wish to expand their knowledge in this area. The course curriculum contained many gems, and he especially liked the unique integrated approach and the solutions presented in the course.
Overall, the course is a value for money package, and carries a distinction above other programs in the market today. He congratulated the academy and the master trainers who have done an excellent job in raising the benchmark for the estate planning industry in Malaysia.
Early Bird Discount If You Start Now
We all know how Malaysians love discounts, fret not. Estate Planning Malaysia Online Practice Academy in partnership with Smart Investor now offers a SPECIAL discount for 1st year for those who act now.
All you need to do is:
2. Fill in your details and put in the coupon code: SmartInvestor (non case sensitive)
3. Complete the purchase by credit card
That’s it, a huge discount from RM2,600 to just RM1,196 first year fee. But it’s only for those who start now.
See you there!