Legacy and Succession Planning Certification

Legacy & Succession Planning Certification

(Shanghai Jiao Tong University Overseas Program)

Become a Certified Legacy Planning Advisor

An exclusive overseas program designed to equip you with the expertise to structure wealth, design succession plans, and serve high-net-worth families with confidence.

This program is conducted at Shanghai Jiao Tong University, one of China’s most prestigious institutions, offering a unique combination of academic excellence and real-world application.

Why This Program

This is more than a course — it is a professional upgrade experience.

Gain international exposure in wealth & legacy planning

Learn within a world-class academic environment

Elevate your professional credibility

Network with like-minded professionals across regions

What You Will Learn

You will master:

Family wealth structuring & asset mapping

Trust and legal framework applications

Family governance and continuity planning

Risk isolation and asset protection

Succession planning strategies

Real case study applications

Certification

Upon completion, participants will receive:

Legacy & Succession Planning Certification

Who It's For

Financial Advisors & Insurance Professionals

Wealth Managers & Private Bankers

Trust & Estate Practitioners

Professionals entering HNW advisory space

What You Will Learn

You will master:

Explore Certification

Design structured legacy planning solutions

Handle complex high-net-worth cases

Increase case size and advisory value

Build long-term client relationships

Position yourself as a trusted legacy advisor

Registration

Secure your place in this exclusive program.

Phronesis Academy Sdn Bhd
202501011447 (1612861-X)

3rd Floor, 29,
Jalan SS 21/37,
Damansara Utama.
47400 Petaling Jaya,
Selangor, Malaysia

+60 13-959 9834‬ support@phronesis.asia

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