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Estate Planning Certification Programmes and Training

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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.

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.
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