12 CPD hours (50% Skill; 50% Knowledge)
The Associate Estate Planning Practitioner (AEPP®) certification programme is specifically catered for professional advisers wishing to use estate planning to enhance their core advisory services. Since April 2009, it has benefited more than 6000 practitioners in the banking and financial planning industry in Singapore, Malaysia and Indonesia. The AEPP® certification programme is a 2-day marketing-based course for professional financial advisers to enable them to offer estate and succession planning advice.
The 21st century wealth planner is one who has a firm grasp of wealth protection, accumulation & preservation and distribution. There is also an increasing demand for those who can add value through specialised skills like estate planning. The AEPP® courseware and accreditation is a practical, field-tested programme that was specially designed to address the growing needs for such specialised skill.
Upon completion of the course and passing of an examination, participants will be able to add the AEPP® designation to their professional qualification credentials. The accreditation of AEPP® is awarded by the Society of Will Writers of the United Kingdom and the Estate Planning Practitioners Limited (EPPL).
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
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.