Education and Talks

Estate Planning Certification Programmes and Training

Our education services

Precepts Academy (previously known as Rockwills Institute) 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 established a strong reputation in Singapore, Malaysia and Indonesia while spreading its presence in Hong Kong, China, Thailand and Taiwan.

Precepts Academy has been appointed by Estate Planning Practitioners Limited (EPPL) to conduct various industry-development programmes focused on persons and organisations that wish to qualify as estate planners within their professional practice in Asia, advising families and businesses.

Our educational services

The core programmes in Singapore are accredited under The Institute of Banking & Finance (IBF), an industry endorsed mark of quality for finance professionals in Singapore. 

AEPP® Certificate

The Associate Estate Planning Practitioner (AEPP® ) designation certification programme is a 2-day marketing-based course for professional financial advisers to enable them to offer estate and succession planning advice to enhance their core services. Since 2009, this programme addresses the growing needs of the mass affluent for a comprehensive discussion on estate and succession planning in Asia. It has to date benefited more than 4000 practitioners in Asia within the banking and financial planning industry as they are now equipped with knowledge of another topic that expands their advisory scope.

Upon completion and passing of an examination, participants will be able to add the AEPP® designation to their professional qualification title/ credentials. The accreditation of The Associate Estate Planning Practitioner (AEPP® ) is awarded by the Society of Will Writers of the United Kingdom and the Estate Planning Practitioners Limited (EPPL).

AEPP® Certificate
In Singapore, participants of the AEPP® programme can tap on the Financial Training Scheme (FTS), known as IBF-FTS funding to subsidise their training fee and also clock in their mandatory Continuing Professional Development (CPD) hours.
  • 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.
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We are dedicated to provide comprehensive planning and solutions for wealth distribution, wealth succession, estate administration for individuals and families.

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