Associate Estate Planning Practitioner (AEPP®) Certification Programme
About this Programme
12 CPD hours (50% Skill; 50% Knowledge)

The Associate Estate Planning Practitioner (AEPP®) is a practical and marketing-based course for Professional Advisers wishing to use estate planning to enhance their core advisory services. This programme is 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 (SWW) of the UK and the Estate Planning Practitioners Limited (EPPL).

This course will also award you a total of 12 Hours.

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 in estate planning and wealth succession 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® certifcation programme is delivered through a two-day workshop. To be accredited as a AEPP® designee, you will need to attend the workshop and pass the course assessment. For workshop dates, please refer to the registration form below. 

Course OUTLINE

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 the mass affluent and family businesses
  • Case Studies and Worksheets
  • Estate Planning Services
  • Mass Affluent Estate Planning
  • Inheritance and Concepts involved in wealth perpetuation
  • Family Business Succession with Private Trust Company (PTC)
Course Speakers
Mr Alan Wong

Mr. Alan Wong
AFP®, AEPP®
W3 Consultancy Pte Ltd

Alan Wong is the Principal Consultant of W3 Consultancy Pte Ltd which provides training and consultancy services in the specialised field of Business Protection Planning. He has won awards for the Trust businesses he has completed.

He has trained numerous financial consultants from insurers as well as IFAs. A financial consultant himself with more than 15 years of experience, he focuses his practice on planning for Business Owners using estate planning. He is highly effective in penetrating this market and often able to win over clients from banks and other intermediaries who serve the Ultra HNW individuals and business owners.

Mr Lim Boon Yam

Mr Lim Boon Yam

Boon Yam joined the wealth management industry in 2000 after working for several years as a regional manager in an MNC. Boon Yam specialises in advising business families and high net worth individuals on comprehensive wealth management and succession planning. His work involves the facilitation of the setup of family wealth structures and family governance to ensure peace and harmony within the family.

Boon Yam is an active volunteer in public education on estate & financial planning for various government and private agencies. These include speaking engagements on public forum for CPF members. His views have been aired on radio shows, and he has been featured on TV channels like Channel U & Channel 8, and major Chinese newspapers like Lianhe Zaobao, Shin Min Daily News and Lianhe Wanbao.

Mr Lee Chiwi

Mr Lee Chiwi
Chief Executive Officer
PreceptsGroup International Pte Ltd
Advocate & Solicitor, chT, TEP

Mr Lee Chiwi was called to the Bar of England & Wales as Barrister-at-Law in 1986 and admitted as an Advocate & Solicitor of Singapore in 1988. In 2004, he was appointed as Chief Executive of British & Malayan Trustees Limited. He joined Rockwills Singapore in 2008 as Chief Executive and in 2019, remained at the helm of business under a refreshed brand of PreceptsGroup International Pte Ltd.

Widely recognised for his expertise in the Trusts industry, Mr Lee Chiwi is a TEP member of the Society of Trust and Estate Practitioners and served as Chairman of the Singapore STEP Branch in 2014/15. In 2015, he was also designated ChT (Chartered Trustee) by the Singapore Trustees Association, a title borne only by senior trust practitioners in Singapore.

Chiwi is a member of the Law Society’s Probate Practice and Succession Planning Committee, and has been an adjunct lecturer at the Singapore Management University’s Masters’ program in Wealth Management, (Estate Planning and Tax). He has been invited regularly to speak at various seminars organised by the IRAS and the IBF. He is the author of various books including the “The Rockwills Guide to Succession and Trusts in Wealth Management”, 3rd edition 2017.,

PROGRAMME PARTNERS

ABOUT ESTATE PLANNING PRACTITIONERS LIMITED (EPPL)

The Estate Planning Practitioners Limited is the body which promotes estate planning as a professional practice throughout Asia via training, seminars, conferences and exchange of ideas.

The EPPL will also be responsible for working with various country representatives to promote the current professional designation – the Associate Estate Planning Practitioner (AEPP®) and International Corporate Services Practitioner (ICSP) designations – and other future designations related to the practice of estate planning. It will also work with various country representatives to create and promote awareness of the importance of estate planning professional communities – a critical component of wealth distribution (in the context of complete wealth planning).

ABOUT THE SOCIETY OF WILL WRITERS (SWW)

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 & estate planning practitioners (including Independent Financial Advisors).

Cost and how to apply
Course Fee

$1,200
Includes course manual and
assessment fee

Designation Fee

$300
$250 (early bird rate if payment is made
before class commences)

Funding Available

^ For AEPP® course, we have the following funding available: You can only claim from ONE of the TWO available.

Institute of Banking & Finance Funding

Pre-requisites

  • Singaporean/Singapore PR
  • Working in a Financial Institution

Enhanced Support

  • 90% + 5% Funding
Skills Future

Up to the credits in your SkillsFuture
SkillsFuture credit claimable through SkillsFuture portal.

IBF Funding
Course Fee $1200
Enhanced Funding by IBF
90% + 5% = 95% of Course Fee
($1140)
Nett Fee
5%
$60
7% GST of Course Fee
7% of Course Fee
$84
Designation Fee (Early bird)
One-time payment for lifetime use
$250
Total Outlay
$394

IBF Programme Code: P180418XEE

Terms & Conditions
  1. IBF Enhanced Funding Support of 95% is only for Singaporeans & PRs from approved Financial Institutions.
  2. Full information and payment must be completed before your registration is complete.
  3. Declaration of information must be true and accurate. If there was any information that was found to be untrue which led to an unsuccessful IBF Funding claim, we reserve the right to claim the full course fees less any fees paid by the participant.
  4. The IBF Enhanced Funding Support is subject to full attendance. We reserve the right to claim the disbursed course fee subsidy if there is non-attendance.
  5. If the participant has started on the course and did not complete the course for whatsoever reasons, the participant shall be liable for the full course fee.
  6. A standard fee of 4% of any refund amount will be charged to recover merchant fees for credit card transactions if there is any cancellation or transfer.
  7. This is not to be used in conjunction with any other discounts.
PROGRAMME DETAILS
DATE/TIME

7th August 2020 (AEPP Advanced Module – Estate Planning and Trusts Relating to Real Estate)

27th – 28th August 2020

10th – 11th September 2020 (AEPP Advanced Module – Buy-Sell Succession)

30th September – 1st October 2020

10th – 11th November 2020

25th – 26th November 2020 (AEPP Advanced Module – Multigen Wealth Legacy Planning and Family Offices)

Payment

Bank Transfer, Cheque, Credit Card, PayNow.

For Bank Transfer, kindly transfer to CIMB Bank 2000414299.

For Cheque, payable to “Precepts Academy Pte Ltd”

For Credit Card, we will send a payment link to your email address.

For PayNow, kindly transfer to UEN No. 199704239Z “Precepts Legacy Pte Ltd”.

You may register for the course at https://preceptsgroup.com/aepp/ or contact us at 6211 8633,

academy@preceptsgroup.com for further information.

VENUE

10 Anson Road #06-17
International Plaza
Singapore 079903

additional information

Registration closes 1 week before the start of the class respectively.

Please contact us at 6211 8633 or academy@preceptsgroup.com for more information.

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  • 10 Anson Road,
    International Plaza,
    #06-17, Singapore 079903
  • +65 6221 8633
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