Associate Estate Planning Practitioner (AEPP®) Advanced Modules
Varying dates in 2021, depending on module
Singapore
Past Event- AEPP® Business Delegation to Jakarta 2020
15-16 January 2020
Indonesia
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EP Asia Forum

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.

EDUCATION PROGRAMMES
5000
Designees
Designess by country
1500 Singapore
2000 Malaysia
1000 Indonesia
OUR AEPP® DESIGNEES

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.

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PROGRAMME PARTICIPANTS SAY

“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
AEPP® ,
Financial Services Consultant
Singapore

“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® ,
Financial Educator
Indonesia

“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
Indonesia

TRUSTED PARTNERS
ABOUT EPPL

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.

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