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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


8th December to 23rd February 2023


7.00pm to 10.00pm ( Thursday )

Mode of Delivery:

Delivered via synchronous e-learning


Please call 63341080 for more information


7.00pm to 10.00pm

Mode of Delivery:

Delivered via synchronous e-learning

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

Course Fees

  Singapore Citizens (21-39 Yrs Old) /
 PRs (21 & above)
SG Citizens ≥ 40Yrs /
SME Sponsored
Full Course Fees (incl. 7% GST) $695.50 $695.50

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

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