12 CPD hours
The Associate Estate Planning Practitioner (AEPP® ) designation certification programme is a 2-day marketing-based course for professional financial advisers to enable them to offer estate and succession planning advice to enhance their core services. Since 2009, this programme addresses the growing needs of the mass affluent for a comprehensive discussion on estate and succession planning in Asia. It has to date benefited more than 6,038 practitioners in Asia within the banking and financial planning industry as they are now equipped with knowledge of another topic that expands their advisory scope.
Upon completion and passing of an examination, participants will be able to add the AEPP® designation to their professional qualification title/ credentials. The accreditation of The Associate Estate Planning Practitioner (AEPP® ) is awarded by the Society of Will Writers of the United Kingdom and the Estate Planning Practitioners Limited (EPPL).
In Singapore, participants of the AEPP® programme can tap on the Financial Training Scheme (FTS), known as IBF-FTS funding to subsidise their training fee and also clock in their mandatory Continuing Professional Development (CPD) hours.
Multigen Wealth Legacy Planning and Family Offices
Estate Planning and Trusts Relating to Real Estate
Buy Sell Arrangements for Non-Family Businesses
Wealth Transfer with Real Estate for Financial Services Professional
Wealth Succession for High Net Worth Clients
HNWI Leave A Legacy 2 - New Dynamic Solutions
Upon completion of this 2-day AEPP® certification programme, professional advisers will be equipped 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. Participants can look forward to:
W3 Consultancy Pte Ltd
Advocate & Solicitor, ChT, TEP
CEO, PreceptsGroup International Pte Ltd
Chairman, Estate Planning Practitioners Limited