COURSES

Precepts Academy is the exclusive course provider for the STEP Certificate for Financial Services – Trust and Estate Planning Singapore, a certification estate planning course programme for financial services professionals in the financial advisory, insurance, banking and other industries. Society of Trust and Estate Practitioners (“STEP”) is a global professional organisation of private client and estate planning practitioners.

STEP Certificate

This course has been developed to help financial intermediaries understand the legal issues concerned in financial and estate planning in Singapore.

Trusts and Estate Planning has emerged in Singapore as a growing area in the sphere of wealth management. Many Financial Services Professionals (FSPs) are gradually viewing estate planning as a vital addition to their services and overall value proposition to clients. With the breadth and scope involved in trusts and estate planning, the expertise has been largely confined to specialists within the field of estate planning to offer such services. Precepts Academy plays a leading role in educating professionals in this area.

Trainers TBC
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®

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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