Associate Estate Planning Practitioner (AEPP®) Certification Programme

12 CPD hours (50% Skill; 50% Knowledge)

About this Programme

The 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 & Estate Planning Practitioner (SWWEPP) of the UK and the Estate Planning Practitioners Limited (EPPL).

Key Learning Outcomes

On 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 programme

Course Structure and Assessment

The 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/education

The 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 Planning

Day 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 management

Who 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 clients

Cost and How to Apply

Course fee: $1,200 Designation Fee: $250

The 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 fee

You 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.