Practical Courses
You may have this experience in the past:
Want to learn about trust, but don't know where to learn the complete trust knowledge of the system?
After studying trust, I don’t know where to find suitable clients?
When you meet the right client, you don’t know how to talk about trust?
Trust practical training camp, here are everything you want——
Experts with rich practical experience will come to teach in person, teach you introductory trust operations in 2 days, and complete the transformation from trust novice to trust elementary planning!
Introduction to the four modules
Module 1: Trust Fundamentals
——Indeed, the cornerstone of planning must be laid.
The basic concept of trust
What a trust is and what it is not
Duties and rights of fiduciary roles
False trust
How the trust retains rights
Module 2: The function and application of trust
——Solving customer problems is king
How to realize the isolation protection function of the trust, and which customers are suitable for this kind of trust? How to help customers plan?
How to apply the estate planning function of the trust, and how to realize the different customer inheritance needs in the trust?
What are the principles of FGT and Granny Trust’s tax planning? Which customers are suitable for? Can I help clients plan?
How should the roles of the trust make CRS/FATCA declarations?
Module 3: How to set up trusts according to different customer needs
——Learn the application of trust tools in the scene
Three major cases won 80% of trust customer demand
Learn from cases how to introduce trusts for customers with different needs
How to grasp the key points of planning from the complex requirements described by customers
How to realize different requirements in the trust function
Module 4: Actual combat simulation
——In the face of real customer needs, what will you do?
Through a day and a half of theoretical foundation + practical steps to learn, use a customer simulation scenario to test