To Educate and Advance the
Estate Planning Profession
Upgrade Your Estate Planning and Wealth Succession
Knowledge and Skills
Estate Planning Programs: STEP
Rockwills Institute Pte Ltd is the education and training arm of the Rockwills Singapore Group. It holds the exclusive appointment to provide the STEP Certificate for Financial Services – Trusts and Estate Planning (Singapore), a certification program for financial services professionals in the financial advisory, insurance, banking and other industries. The course serves to enhance the breadth and depth of their knowledge to enable them to integrate wealth management and estate planning services for their clients. On successful completion of the STEP program, a participant is entitled to become an Affiliate Member of STEP.
Estate Planning Programs: AEPP®
This program is a practical and marketing based course for financial advisors wishing to use estate planning to enhance their core advisory services. This accreditation is awarded by the Society of Will Writers & Estate Planning Practitioners (SWWEPP) of United Kingdom and EPPL. Since April 2007, it has benefited more than 3000 practitioners in the banking and financial planning industry. This programme has been widely conducted in Malaysia and Indonesia.
EPPL aims to serve both the community of estate planning practitioners as well as the public who seek out information and services on estate planning. EPPL seeks to serve as the platform for estate planning practitioners to acquire further understanding on how estate planning can benefit families and how to advise clients on wealth distribution.
To own a home, is own a part of the nation. And for over 50 years the Housing and Development Board has been providing the citizens of Singapore affordable and quality housing. And HDB rules have governed the 80% of the population living in HDB flats. 90% of the...read more
When pet owners die what happens to their pets? Is there such a thing as estate planning for pets the way there is estate planning for people? How does a pet owner make sure that his or her pet is cared for, and given the love he or she would have provided? Pet are...read more
Every Singaporean has a CPF account. It's a compulsory retirement fund implemented by the government. But does everyone really understand its importance? How many Singaporeans have actually done their CPF nominations? And how many had taken great care in choosing the...read more
CEO, Finex Consulting