The Associate Estate Planning Practitioner (AEPP® )
The accreditation of The Associate Estate Planning Practitioner (AEPP®) is awarded by The Society of Will Writers of United Kingdom（SOWW）, Estate Planning Practitioners Limited of Singapore (EPPL) and WPSB. The Associate Estate Planning Practitioner (AEPP®) credential is a renowned and prestige global certification with gold standard in wealth planning industry.
With AEPP® designation, practitioners are equipped with core competencies and skills to offer holistic wealth solutions to their clients. Globally, there are over 8,000 AEPP® practitioners and they are highly recognized in Asia countries such as Singapore, Malaysia, Indonesia, China, Hong Kong and Taiwan.
In Singapore, the AEPP® course is accredited by The Institute of Banking & Finance (IBF) which confers an industry endorsed mark of quality for finance professionals in Singapore.
In China, Shanghai Caipei Education Technology Co Ltd is authorized by WPSB in delivering all AEPP® courses, managing examination and awarding AEPP® certification.
AEPP® Education Program
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.
| 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 |