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SMU Certificate: Personal Estate Planning (IBF Level 2)

Trainer’s Biography

Bernard Lim

Bernard Lim is a wealth planning practitioner with more than 25 years of experience, specialising in estate and legacy planning for high net worth customers and business owners. Beside corporate training to major banks and financial institutions such as UOB, HSBC, Standard Chartered, Prudential, AXA, NTUC, Manulife, Bernard also conducts financial counselling programmes for the civil service sector. He is also engaged in community services outreach to promote volunteerism in financial education to the community at large.

Bernard is a Certified Financial Planner® (CFP®), Certified Financial Educator® (CFEd®) and also a Fellow of the Society of Will Writers & Estate Planning Practitioners (UK). 

Last updated on 29 Jan 2018 .