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Click to access respective country pages: Malaysia | Indonesia | China | Hong Kong
COURSES

About aepp®

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 2007, it has benefited more than 5000 practitioners in the banking and financial planning industry in Singapore, Malaysia and Indonesia. From 2020, the AEPP® programme will commence in Hong Kong and China.

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 Associate Estate Planning Practitioner (AEPP®) courseware and accreditation is a practical, field-tested programme that was specially designed to address the growing needs for such specialised skill. It is awarded by the Society of Will Writers (SWW) of the United Kingdom and the Estate Planning Practitioners Limited (EPPL).

This is a practical and marketing-based course for financial advisers wishing to use estate planning to enhance their core advisory services. Furthermore, this programme can then help financial planning practitioners upgrade their practice so that they can confidently move up-market through estate planning.

Objectives of AEPP® Certification Programme
  • Estate Planning complements what an adviser currently is equipped with in Wealth Creation, Wealth Accumulation & Wealth Preservation.

  • To gather practical knowledge about estate & succession planning, you would gather the basic knowledge and skills to assist in the Wealth Distribution part of your client’s financial plan.

  • There will be case studies in the class to make the learning more applicable to the real-life scenarios when you meet your client.
Key Learning Outcomes

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:

  • receiving high-value practical knowledge that can be applied to their current practice immediately and stay ahead of their competitors
  • gaining access to the expertise of practitioners of estate planning who are able to relate real-life case studies and their applications
  • having the ability to apply the practical concepts taught in this programme

Click here to see some Frequently Asked Question. Click here to see brochure.

Click here to see some Frequently Asked Question. Click here to see brochure.

Our Programme Trainers
Mr. Alan Wong

AFP®, AEPP®
W3 Consultancy Pte Ltd

Mr. Lee Chiwi

Advocate & Solicitor, ChT, TEP
CEO, PreceptsGroup International Pte Ltd
Director, Estate Planning Practitioners Limited

Mr. Lim Boon Yam

AEPP®

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ROADMAP TO BE AN ESTATE AND SUCCESSION PRACTITIONER

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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