Associate Estate Planning Practitioner Certification Programme AEPP

Precepts Legacy

Attain an AEPP® designation to add to your credentials as a  showcase of your interest and background as an Estate Planning Practitioner.

Rockwills Office 

Associate Estate Planning Practitioner (AEPP®) Certification Programme12 CPD hours (50% Skill; 50% Knowledge)About this ProgrammeThe Associate Estate Planning Practitioner (AEPP®) Certification Programme is a practical and marketing-based course for Professional Advisers wishing to use estate planning to enhance their core advisory services. This programme was specially designed to enhance your knowledge to address the growing needs of estate planning in Singapore.Our dynamic and experienced course facilitators have plenty of insights to share with you on how to use estate planning to energise and supercharge your advisory business.Upon completing the two-day course, you will be able to include the AEPP® designation to your credentials. The Associate Estate Planning Practitioner (AEPP®) designation is awarded by the Society of Will Writers &amp; Estate Planning Practitioner (SWWEPP) of the UK and the Estate Planning Practitioners Limited (EPPL). Key Learning OutcomesOn completing the AEPP® certification programme, 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 programmeCourse Structure and AssessmentThe AEPP® certification programme is delivered through a two-day workshop. To be accredited as an AEPP designee, you will need to attend the workshop and pass the test. For workshop dates, you may wish to visit http://www.rockwills.com.sg/educationThe course outline is as follows:Day 1 – Practical Aspects of Estate Planning•	Introduction to Estate Planning•	Life Cycle of Wealth •	The tools of Estate Planning•	Estate planning creates opportunities for Sales•	Estate Planning with Fund Creation•	Business Succession PlanningDay 2 – Estate Planning for Mass Affluent, Family Businesses and HNW•	Mass Affluent Estate Planning•	Inheritance and Concepts involved in wealth perpetuation•	Family Business Succession Issues and strategies•	Legacy Planning for High Net-Worth clients•	Offshore companies and structures in wealth managementWho should attend:•	Insurance Advisers who wish to energise and supercharge their advisory business•	Bankers keen in legacy planning•	Property Agents keen to offer legacy planning insights to to their clientsCost and How to ApplyCourse fee: $1,200 Designation Fee: $250The Course fees excludes the compulsory AEPP® designation fee of $250. This fee is only payable once and you can use the AEPP® designation for a lifetime upon receiving your Certificate of Completion. Make payment early to enjoy a discounted price of $220 for the designation and to confirm your seat for this highly popular course!This fee includes:•	The course manual•	2-day workshop•	Assessment feeYou may use either IBF Funding or SkillsFuture for this programme. To enrol for the course, kindly head to https://aeppcourse.rockwills.com.sg/ to register.

Our {communityGuidelinesLink} describe the sort of content we prohibit on Eventbrite. If you suspect an event may be in violation, you can report it to us so we can investigate.

To report other categories of prohibited or illegal content, submit {link}

Associate Estate Planning Practitioner Certification Programme AEPP

More events from Precepts Legacy

Discover more events from Precepts Legacy, from Business to other experiences you might love.

Still looking for the right event?

Explore all events in Singapore and filter by date, category, and more to find the perfect fit.

Associate Estate Planning Practitioner Certification Programme AEPP

More events from Precepts Legacy

Discover more events from Precepts Legacy, from Business to other experiences you might love.

You might also like...

Browse more events with different dates, prices, and formats to find your next great experience.

Still looking for the right event?

Explore all events in Singapore and filter by date, category, and more to find the perfect fit.