The Associate Estate Planning Practitioner AEPP® course is an accredited certification program designed to upskill financial professionals with essential estate and succession planning knowledge and focuses on the practical application of a holistic approach in the wealth accumulation, preservation, and transition for the mass affluent and the high-net-worth individuals.
The financial professionals will find themselves well positioned to add value to the high-net-worth clients who are seeking an array of expertise to address their high-priority concern of passing down wealth.
The accreditation of the AEPP® designation is awarded by Society of Will Writers (SWW) of the United Kingdom and Estate Planning Practitioners Limited Singapore.
The Society of Will Writers is a well-respected non-profit self-regulatory organisation which seeks to protect the public and serve the interests of active professionals in the field of will-writing and estate planning practice in the United Kingdom. Today, the Society has the largest database of highly qualified and indemnified will writers and estate planning practitioners (including Financial Advisors) throughout the world.
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.