Professional

Associate Estate Planning Practitioner (AEPP®) Certification Programme

FAQs

14 CPD HOURS

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 estate planning 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 14 Hours.

On completing the AEPP® certification programme, participants can look forward to:

  1. Receiving high-value practical knowledge that can be applied to their current practice immediately and stay ahead of their competitors.
  2. Gaining access to the expertise of practitioners in estate planning and wealth succession who can relate real-life case studies and their applications.
  3. Having the ability to apply the practical concepts taught in this programme.

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 course assessment. For workshop dates, please refer to the registration form below.

Course Outline

Associate Estate Planning Practitioner (AEPP®) Certification Programme

  • 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
  • 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)

Programme Trainers

Estate Planning Singapore Speaker | PreceptsGroup

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.

Johann Tay

AEPP®
Precepts Legacy Pte Ltd

Johann Tay is an AEPP® designee and a Senior Estate and Succession Practitioner of Precepts Legacy Pte Ltd. He specialises in Will & Trust solutions for all spectrums of society and operates his estate planning advisory as part of Will & Legacy, a family business since 2012.

Johann believes that everyone deserves an estate plan, regardless of their background, and each experience better equips him to serve the still-living.

His consults are diagnostic in nature, customising a solution based on a client’s circumstance and position in life.

Johann frequently conducts trainings and seminars for the public and professionals to educate and equip them to craft a lasting legacy for themselves. Notable engagements include Boeing, M1, Singtel, Mapletree, Oracle and FPAS.

Lee Chiwi

Chief Executive Officer
PreceptsGroup International Pte Ltd
Advocate & Solicitor, ChT, TEP

Lee Chiwi is the Chief Executive Officer of PreceptsGroup International Pte Ltd and Chairman of Estate Planning Practitioners Limited (EPPL). He was called to the Bar of & Wales as a Barrister-at-Law in 1986 and admitted as an Advocate & Solicitor of Singapore in 1988. He worked in various law firms in Singapore for some 16 years focused on the areas of corporate, funds and private client work. He was appointed Chief Executive of British and Malayan Trustees Limited, then a public listed trust company from 2006 to 2007. In 2008, he joined the Rockwills Group in Singapore as Chief Executive to spearhead Rockwills’ business in Estate Planning, Wills, and Trusts. In 2019, in a management buy-out of Rockwills Singapore, he became its substantial owner and the group was renamed as the PreceptsGroup.

He is a TEP member of the Society of Trust and Estate Practitioners and was Chairman of the Singapore STEP Branch (2014/15). He was also designated ChT (Chartered Trustee) by the Singapore Trustees Association in 2015, a title borne only by senior trust practitioners in Singapore. Chiwi is the author of various books including “PreceptsGroup Succession and Trusts in Wealth Management”, 4th Edition, 2021; and “Drafting of Trusts and Will Trusts”, with James Kessler Q.C., 2nd edition, 2015. He has been invited to speak at many forums, including organizers such as STEP, FPAS, CFA Society Singapore, the IBF and given training on trust structures to tax officers at the Inland Revenue. He has also been adjunct faculty with the Singapore Management University, lecturing in the MSc Program in Wealth Management, (Estate Planning and Tax).

Programme Partners

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).

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

Total cost of the AEPP® Certification Programme consists of both the course fee and designation fee components.

Course Fee

$1308 (inclusive of GST)
Includes course manual and assessment fee

Designation Fee

$327 (inclusive of GST)
$272.50 (inclusive of GST) early bird rate if payment is made before class commences.

Funding Available

Precepts Academy courses are approved under IBF- FTS. 

Institute of Banking and Finance

Pre-requisites to qualify:

  1. Working in a Singapore-based financial Institution regulated by MAS
  2. Singapore Citizen / SPR
  3. Full attendance in class and pass exam
  4. Physically residing in Singapore

Funding Support:

  • 70% Funding – Singapore Citizen 40 years old and above
  • 30% Funding – Singapore Citizen & Singapore PRs 40 years old and below

Payment

Bank Transfer, Cheque, Credit Card, PayNow.

  1. For Bank Transfer, kindly transfer to CIMB Bank 2000414299.
  2. For Cheque, payable to “Precepts Academy Pte Ltd”
  3. For Credit Card, we will send a payment link to your email address.
  4.  For PayNow, kindly transfer to UEN No: 200917180Z ‘’Precepts Academy Pte Ltd

Venue

10 Anson Road #06-17
International Plaza
Singapore 079903

Register Here!

DON’T MISS THIS EVENT! REGISTRATION CLOSES ONE WEEK BEFORE CLASS COMMENCES. 

Additional Information

Registration closes once each class reaches 40 pax.

Please contact us at 6221 8633 or academy@preceptsgroup.com for more information.

For enquiries of the AEPP® Certification Programme; email us at academy@preceptsgroup.com

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