Qualified Estate Planning Practitioner (QEPP)
The Qualified Estate Planning Practitioner (QEPP) is a prestigious global professional certification recognized as a gold standard credential in the wealth planning and estate planning industry.
The QEPP designation equips practitioners with core professional competencies, strategic frameworks and technical expertise to deliver holistic and integrated wealth solutions, including estate planning, asset structuring, succession planning and intergenerational wealth transfer.
The QEPP credential is widely recognized across Asia, including Singapore, Hong Kong and China, and is trusted by financial institutions, insurance companies, family offices and wealth management professionals.
QEPP Education Program
The QEPP certification program is developed and governed by the Wealth Planning Standard Board (WPSB) which sets professional benchmarks for excellence in the global wealth planning industry.
QEPP holders are professionally trained to design and implement:
- Comprehensive wealth planning strategies
- Asset protection and structuring solutions
- Wealth succession and legacy planning frameworks
- Client-centric wealth transfer models
The program empowers practitioners to align legal, financial and personal objectives to achieve clients’ long-term family and legacy visions.
The QEPP Course can be delivered in English or Chinese.
M1-M7 = 10 hours online video
M8-M12 = 8 hours physical/online class
| QEPP 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 |
Qualified Family Office Adviser (QFOA)
The Qualified Family Office Adviser (QFOA) is a globally recognized, premium professional certification jointly awarded by the Wealth Planning Standard Board (WPSB) Singapore and the Institute of Financial Planners of Hong Kong (IFPHK).
QFOA is recognized as a gold standard credential in the family office industry, designed to cultivate elite professionals specializing in family office structuring, governance, and wealth ecosystem design.
The QFOA designation equips practitioners with core strategic, structural, and governance competencies to support high-net-worth and ultra-high-net-worth families in:
- Family office establishment
- Governance framework design
- Asset structuring and allocation
- Intergenerational wealth planning
- Cross-border wealth management
The QFOA credential is recognized across Asia, including Singapore, Hong Kong, and Mainland China, and is trusted by private banks, family offices, and global wealth advisory institutions.
QFOA Education Program
The QFOA certification program is developed under the professional standards framework of WPSB and IFPHK, setting global benchmarks for excellence in family office advisory services.
QFOA holders are professionally trained to deliver:
- End-to-end family office structuring solutions
- Governance and compliance frameworks
- Wealth transfer and succession strategies
- Asset management and allocation models
- Integrated family wealth ecosystem design
The QFOA certification enables advisers to design institutional-grade family office architectures that align wealth strategy, governance structure, risk management, and long-term legacy objectives.
Course Language: The QFOA program can be delivered in English or Chinese.
M1-M5 = 7 hours online video
M6-M11 = 11 hours physical/online class
| QFOA Modules | Hour |
|---|---|
| M1 QFOA Value Preposition | 0.5 |
| M2 Family Inheritance Principles | 1.5 |
| M3 Family Office Origin & Core Doctrines | 0.5 |
| M4 Comparison of 6 Popular Family Office Jurisdictions | 2 |
| M5 Types, Structure & Core Function of Family Office | 2.5 |
| M6 Family Inheritance Solutions | 3.5 |
| M7 Family-X: 1. Family Business Management | 2 |
| M8 Family-X: 2. Family Wealth Management | 3 |
| M9 Family-X: 3. Family Members Management | 1.5 |
| M10 Family-X: 4. Family Risks Management | 0.5 |
| M11 Family-X: 5. Family Culture Inheritance | 0.5 |