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Business Mandarin for Legacy Planning Advisors

Singapore has a sound and transparent legal system, a friendly financial investment environment, a good education system, and no inheritance tax and capital gains tax. The overall environment is very suitable for wealthy or high net worth individuals from Chinese-speaking countries to conduct wealth inheritance and tax planning. At the same time, universal insurance, especially variable value universal insurance, can be said to provide a new idea for estate planning and wealth inheritance for the wealthy Chinese.

This course aims to instill wealth management professionals with the language and presentation skills pertaining to estate planning, tax planning and universal life insurance in order to deepen their expertise in these areas. 

Module Content

Develop your vocabulary, refine your presentation skills and be more fluent in Business Mandarin pertaining to:

  • The challenges of cross-border estate planning
  • Common estate planning tools and coverage
  • The process of estate planning 
  • Introduction to Singapore Tax System
  • Tax resident status and systematic tax planning
  • Common Reporting Standard
  • Insurance and personal wealth preservation as well as inheritance
  • Insurance and commercial wealth preservation as well as inheritance
  • Introduction to Universal Life Insurance


Lessons are conducted in a structured yet pragmatic manner as lectures are blended with group discussions, role-plays and individual assessments. The group discussions give participants the opportunities to share their experience while role-playing and presentation help the practice and application of the vocabulary and techniques learned through the course.

Learning Outcomes

Participants will be able to communicate in professional Business Mandarin and elaborate on the challenges processes & advantages of cross-border estate planning based in Singapore, particularly on how to fully utilize pertinent insurance policies for both personal and commercial wealth inheritance to gain trust and convince the Chinese clients.

Target Participants:

Professionals, Managers, Executives in the Wealth Management industry who wish to develop their Business Mandarin vocabulary pertaining to estate planning, tax planning and universal life insurance

Medium of Instruction:


Total Training Hours: 24 hours (3 hours x 8 weeks)

Min. Chinese Proficiency of Applicant:

C6 Pass for GCE ‘O’ Level

Able to comprehend and answer the assessment in Chinese according to the learning mode

In-classroom Training: writing - pen and paper

Synchronous e-learning: hanyu pinyin input method (汉语拼音输入法) using one’s personal computer (PC) web-browser

Assessment and Certification

Participants who achieve 75% attendance and pass the end-of-course assessment will be awarded the Certificate of Proficiency.

Course Schedule

Date, Time:

30th Jul to 17th Sep 2024, 7.00pm to 10.00pm

Mode of Delivery:

Delivered via synchronous e-learning

Online Registration:

Click here

Date, Time:

16th Oct to 4th Dec 2024, 7.00pm to 10.00pm

Mode of Delivery:

Delivered via synchronous e-learning

Online Registration:

Click here

Total Training Hours: 24 hours (3 hours x 8 weeks)
Registration Closing Date: 7 days before course commencement

Course Fees

Category Singapore Citizens & Permanent Residents Employer-sponsored and Self-sponsored Singapore Citizens aged 40 years and above SME-sponsored Local Employees (i.e Singapore Citizen & Permanent Residents)
Funding Source SkillsFuture Funding (Baseline) SkillsFuture Mid-Career Enhanced Subsidy SkillsFuture Enhanced Training Support for SMEs
Course Fees $650.00 $650.00 $650.00
SkillsFuture Funding $325.00 $455.00 $455.00
Total Nett Fee $325.00 $195.00 $195.00
GST (9%) $58.50 $58.50 $58.50
Total Fee Payable to SCCIOB $383.50 $253.50 $253.50

Prices shown are not inclusive of application fee and/or any other additional fees that may be stipulated.

UTAP - Get up to 50% Nett Course Fee support as an NTUC Member!


  In-Classroom Training Synchronous e-learning
TGS Code TGS-2023017850 TGS-2023017851
Course Support Period 09 Jan 2023 to 05 Jan 2025 09 Jan 2023 to 08 Jan 2025


Enrolling in the Business Mandarin for Legacy Planning Advisors course surpassed my expectations. The well-structured curriculum, with a focus on practical exercises, facilitated a seamless journey through Mandarin proficiency. What truly set this course apart was its remarkably relevant content. The comprehensive coverage of business communication in Mandarin, coupled with the incorporation of industry- specific examples, added depth to the entire learning experience. The lecturer's expertise in Mandarin for business communication, coupled with approachability, created an engaging and accessible learning environment for all. In conclusion, this course has equipped me with valuable skills to integrate Mandarin seamlessly into my advisory practice, exceeding my initial expectations.

Ming Wei

The class was excellent! More than the comprehensive notes, Zheng 老师 facilitated the classes exceptionally well. Her enthusiasm and cheerfulness puts the students at ease & helps take the stress off the students. She’s clear and very articulate and will take time to explain challenging/technical words and concepts. Being highly skilled in both language, she helps students to grasp the learning much faster. She often goes beyond the textbook to make the learning practical by introducing tips to help students engage with their prospective clients effectively. To top it off, she helps the students to be relevant by introducing current Chinese culture, trends, mindsets and thinking. Thank you Zheng 老师! I’d also like to thank the SCCIOB staff for the smooth administration & prompt help with all queries.

Rick Tan

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