Associate Estate Planning Practitioner (AEPP) Programme

Associate Estate Planning Practitioner AEPP® is awarded by Society of Will Writers of the United Kingdom and Estate Planning Practitioners Limited Singapore. This programme is an accredited certificate course, which aims to equip participants with essential professional knowledge and tools in estate and succession planning to enhance their core advisory service using a holistic approach and engage with their end clients effectively for sustainable long term business relationship.

The Programme is registered under section 10 of the Non-Local Higher and Professional Education (Regulation) Ordinance of the Education Bureau, Hong Kong SAR. The registration number is 373322.

Financial practitioners, Financial planner, Wealth planners and Family office professionals

1. Family Inheritance
2. Basic and Process of Wealth Planning
3. Family Business
4. Family Wealth
5. Family Members
6. Dynamic Solutions of Wealth Planning

• To provide an understanding of the practices of inheritance planning for families, the foundational principles of building lasting family legacy.
• To delve into the fundamental principles of wealth planning and the advisory process, with an emphasis on the emerging trend of blended approach – incorporating financial planning and estate planning for a more holistic approach to creating lasting solutions.
• To provide information the types of global wealth and the implications of owning wealth globally under different domicile and residency status, with an overview of the changing investment frontiers shaped by new asset classes.
• To give insight on the personality traits of self-made successful entrepreneurs and their next generation, touching on the topics of the strategy for successor identification and selection, the grooming of next generation for the family business and the risks of in-family conflicts.
• To give details on how estate planning tools can help to finetune the solutions for the wealth and succession planning needs of high net worth individuals and successful business owners.
• To give an understanding of family offices —the design, function and governance and to explore charitable giving strategies to help build family legacies, embodying the values and beliefs of the patriarch/matriarch.

To date, there are more than 8000 AEPP® designees in Singapore, Malaysia and Indonesia. The AEPP® designation can be added to your professional credentials and the directory of designees is searchable online.

Estate Planning Practitioners (HK) Limited (EPPLHK), the sole licensee of the AEPP® Programme in Hong Kong, conducts the course via local education provider partnership.