Empower Your Workforce with Estate Planning Knowledge
At ERA Advisory, we understand the importance of financial literacy and estate planning in today’s world.
That’s why we offer tailored corporate training programs, designed to equip employees with essential knowledge about estate planning and empower them to plan confidently for their future.
Why Corporate Training in Estate Planning Matters
In a rapidly changing economic landscape, estate planning is no longer just a personal responsibility—it’s a critical life skill. By introducing your employees to the fundamentals of estate planning, you can help them:
Gain a deeper understanding of their financial well-being.
Secure their family’s future through proper planning.
Develop confidence in making informed financial decisions.
What Our Corporate Training Covers
Our comprehensive training modules are customised to meet the needs of your organisation and employees, covering:
Introduction to Estate Planning: What it is, why it matters, and how it impacts long-term financial security.
Key Estate Planning Instruments: Detailed explanations of Wills, Trusts, and other tools for securing assets and managing wealth.
Islamic and Conventional Estate Planning: Understanding the differences, principles, and applications for diverse financial needs.
Practical Applications: How to protect assets, navigate family dynamics, and prepare for unforeseen circumstances.
Hands-On Guidance: Practical examples and scenarios to help participants grasp complex estate planning concepts with ease.
Why Choose ERA Advisory for Corporate Training?
HRDF Claimable Programs: Our training sessions are HRDF-claimable, ensuring cost-effectiveness for your organisation.
Experienced Trainers: Our team of certified estate planners brings years of industry experience and deep knowledge to every session.
Customisable Content: We tailor our training modules to suit your company’s unique needs, ensuring relevance and maximum impact.
Engaging Delivery: Sessions are delivered in an interactive and professional manner, using real-life case studies to drive engagement.
Multilingual Training: We offer programs in Bahasa Melayu, English, and Mandarin, ensuring inclusivity and accessibility for all employees.
Nationwide Availability: With trainers available across Peninsular Malaysia, Sabah, and Sarawak, we bring our expertise to your doorstep.
Benefits of Our Corporate Training Programs
Enhance Employee Financial Literacy: Equip your workforce with knowledge that benefits both their personal and professional lives.
Increase Productivity: Financially secure employees are less stressed, more focused, and better engaged at work.
Foster Loyalty: Show your team you care about their future by investing in their financial education.
Promote Legacy Planning Awareness: Empower employees to make informed decisions about protecting their families and assets.
Strengthen Organisational Values: Demonstrate your company’s commitment to holistic employee development.
Tailored Training for Your Team
Whether you’re a small business or a large corporation, our programs are designed to fit seamlessly into your organisation’s learning and development initiatives.
We work closely with HR teams to ensure our training aligns with your company’s goals and values.
Let’s Partner to Add Value to Your Workforce
Partner with ERA Advisory to provide your employees with valuable insights into estate planning, fostering confidence and security for their future. Together, we’ll build a financially informed and empowered workforce.
📩 Get in Touch Today
Connect with us to learn more about our HRDF-claimable corporate training programs. Tap the button below to schedule a consultation and start investing in your employees’ financial well-being today.