This milestone event for professionals in the fields of Asian Family Business Planning, Wealth Succession and Estate Planning was successfully held on 26-27 Oct 2020 at Sofitel and virtually. Participants had the opportunity to interact with like-minded professionals from Family Offices, Banks, Real Estate companies, Legal firms as well as Fund Managers, Estate Planners, Accountants and Financial Advisors.
Our 2-day AEPP® certification programme (currently conducted in Singapore, Malaysia and Indonesia) equips professional advisers with the essential skills to engage with their clients on succession planning. Upon attainment of the AEPP® designation, the professional advisers’ names will be reflected and searchable on the EPPL website.
“The AEPP® course is short and effective. It quickly brings into focus the challenges clients are facing for Estate Planning. I gained valuable insights into using Trusts to structure for Business Succession Planning and Wealth Distribution.”
– Ms Chong Shing Ann
Financial Services Consultant
“The AEPP® program helps Indonesian financial practitioners in banking and insurance industry to clearly understand the power of life insurance planning in estate planning.”
– Henra Sensei
CFP® AEPP® ,
“The AEPP® course has helped me to understand the differences between Civil Law and Common Law, which allows me to give a better perspective and comprehensive overview of wealth management to our clients.”
– Ferry Chandra Gunawan
CFP® , AEPP®
CEO, Finex Consulting
Estate Planning Practitioners Limited (EPPL) is the body that champions literacy in Estate and Succession Planning as a professional practice throughout Asia via training, seminars, conferences and exchange of ideas. It has already established a strong reputation in Singapore, Malaysia and Indonesia.