I’ve been exploring estate planning concepts with for awhile now and while each estate planning provider have imbued me with useful knowledge, i found the partnership with Fortis to be more suitable for my team’s execution of the estate planning business. My team members may not be as proficient with estate planning concepts, and Fortis assists with that smoothly and efficiently, which allows them to carry on with their client’s next stage of financial planning after their wills and trusts are done. Also, thank you to Patrick for his excellent talks, and to Dora for being readily available to answer queries.

- Kuah R. H. Associate Director, Synergy Financial Advisers

Attended the FEPA course in June. It was extremely resourceful and lots of things to be learned. Big thanks to Patrick and Keon for the insightful sharings. Highly recommended for all financial advisors.

- Choo W. M. Financial Services Consultant, Manulife

Thank you for your great training! I have started to do some presentations with what I have learnt from your class, the feed back is fantastic! It has certainly helped me to serve my clients more in depth!

- K. Ng

Thanks for the great sharing from Andrew and Patrick.

- V. Wong - Far East Organisation

It was informative. I learned more than I expected. Thanks to Fortis.

- Chow K. W.

You are very professional in conducting the course. Excellence in answering students’ questions.

- Lim X. Y.

I like Fortis’ webinar topics.

- A. Lim - Member of SEAA and KC Connect

The webinar was superb.

- Lim W. J. - Savills

Sharing of examples relevant to each point. Very useful.

- Chong X. R.

Real life scenarios that we all can identify with.

- Tan S.H.