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

Module 1: Family Inheritance家庭繼承

• Understanding practices of inheritance planning for families
• Passing down family businesses (traditional practices and developing changes)
• Importance of transferring and preserving valuables and values
• Foundation principles for lasting family legacy

Module 2: Basis and Process of Wealth Planning財富規劃的基礎與過程

• Fundamental principles of wealth planning and advisory process
• Emphasis on blended approach: incorporating financial planning and estate planning
• Holistic bespoke solutions for end clients

Module 3: Family Business家族企業

• Overview of business life cycles and structures
• Discussion on the concept of business ownership and management control
• Corporate finance concepts and tools
• Corporate governance
• Grooming the next generation for family business

Module 4: Family Wealth家庭財富

• Understanding global wealth across jurisdictions
• Issues and implications of owning global wealth
• Changing investment frontiers and new asset classes

Module 5: Family Member家庭成員

• Overview of personality traits of successful entrepreneurs and their next generation
• Strategy for successor identification and selection
• Development of management skills and leadership qualities
• Risks of in-family conflicts and implications

Module 6: Dynamic Solutions of Wealth Planning財富規劃的動態解決方案

• Practical applications of estate planning tools
• Discussion on different trust structures in various jurisdictions
• Understand the risks of improper estate planning with real-life cases
• Applications of financial planning to complement family succession needs
• Charitable giving strategies to build family legacies
• Exploration of family offices: design, functions, and purpose
• Exploration of family governance and use of family constitution for conflict resolution

• 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.