WPSB is managed by an eminent Council of global professionals with main objective to set the industry standard of wealth planning.
Upon certification as AEPP®, Wealth Planners will be well equipped with international standard and tools to rationally plan with their clients how to accumulate wealth with financial market operation, enhance wealth with asset allocation and global investment, protect wealth through structures with tax efficiency and pass-on wealth effectively to their loved ones and socially responsible charities.
Under the authorization of The Society of Will Writers of United Kingdom and Estate Planning Practitioners Limited of Singapore, WPSB commits to enhance excellence of the wealth planners with quality education, prevailing updates on regulation changes and networking opportunities among inter-territorial AEPP® practitioners.
WPSB envisions to establish a gold standard of wealth planning and maintain the AEPP® mark as the global statue of excellence in wealth planning.
WPSB actively develops global competency and timely standards for AEPP® practitioners to enhance subject expertise, as well as certify qualified AEPP® practitioners through examination and engagement. WPSB develops comprehensive curriculum and practical content to reinforce skills and to embroider knowledge which is imperative for AEPP® practitioners to put their clients’ interest at the center and focus in offering holistic solutions in wealth structuring and wealth transfer.