WPSB sets gold standards in the industry, with the AEPP® (Accredited Estate Planning Practitioner) being a highly respected certification. AEPP® holders are equipped with the skills needed to offer comprehensive asset transfer planning to clients. Since its inception in 2007, over 8,000 professionals globally have earned this prestigious certification.
Class is conducted in Chinese
M1-M7 = 10 hours online class
M8-M12 = 8 hours physical /zoom class
| AEPP® Modules | Hour |
|---|---|
| M1 Wealth Planning – Basic Concepts | 1 |
| M2 Wealth Planning – Planning Process | 2 |
| M3 Family Business – Financing, Management，Governance & Succession | 2 |
| M4 Family Wealth – Asset Allocation & Global Investments | 2 |
| M5 Family Members – Successors & Capitals | 1 |
| M6 Family Risks – Risk Minimization | 1 |
| M7 Family Values – Multi-generational Transfer | 1 |
| M8 Wealth Planning Tools – Gift & Will | 1 |
| M9 Wealth Planning Tools – Family & Charitable Trust | 3 |
| M10 Wealth Planning Tools – Inheritance Insurance | 1 |
| M11 Wealth Planning Tools – Family Fund | 1 |
| M12 Wealth Planning Tools – Family Office | 2 |