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.
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.
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
Director, 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.