The Associate Estate Planning Practitioner (AEPP®) programme equips financial advisers and professionals with the knowledge to deliver structured estate planning solutions.
The designation is held by thousands of practitioners across Asia, forming a growing network of professionals specialising in estate planning.
The Associate Estate Planning Practitioner (AEPP®) programme equips financial advisers and professionals with the knowledge to deliver structured estate planning solutions.
The designation is held by thousands of practitioners across Asia, forming a growing network of professionals specialising in estate planning.
Professional development is most meaningful when it is grounded in industry practice, trusted standards, and a broader community. That is where EPPL plays its role.
Established in 2009, Estate Planning Practitioners Limited (EPPL) advances estate and succession planning as a recognised professional discipline across Asia.
Through professional training, seminars, forums, and knowledge-sharing initiatives, EPPL supports practitioners who want to build stronger capabilities and create greater value for the clients and families they serve.
Build a strong foundation in estate and succession planning with a professional programme designed for advisers and professionals who want to broaden their knowledge and advisory value.
Expand beyond the fundamentals with specialised learning in areas such as family wealth succession, property succession, business succession, philanthropy, and family offices.
Enable clients to distribute their CPF savings through a trust, with flexibility to appoint trustees, name beneficiaries, and structure payouts in periodic instalments rather than a lump sum.
Gain a clearer understanding of estate and succession planning concepts, tools, and use cases.
Lead broader, more holistic conversations that go beyond immediate financial products and address long-term family, wealth, and legacy considerations.
Connect with programmes, resources, and peers across Asia through a platform built around continuing development.
Advance through specialised modules, industry events, and practical resources that support long-term capability building.
EPPL’s regional network connects learners, designees, and partners across multiple markets, helping practitioners access relevant training and opportunities closer to where they work.
Click on respective countries for our partners’ AEPP® courses.
The AEPP® directory helps individuals and organisations confirm whether a practitioner holds the designation and is part of the EPPL professional network.
Across Asia, AEPP® designees share a common theme: the programme strengthens both their professional confidence and the value they bring to clients.
I highly recommend the AEPP certification course as it helps to give me good knowledge of Estate Planning and be able to use the concepts immediately and apply them to help clients. It is a good overall view and great for Financial Planners to further add value to help clients.
This course is a must to attend for all financial advisors. It is not just about pushing solutions and getting clients to buy more policies. It is about elevating ourselves as someone who can add value to our clients.
I gained useful insights from both Alan and Johann, especially in the areas of Business Succession Planning, Planning for Family and the Elderly as well as the Private Trust Company Concept. Both Trainers motivated me to continue my learning and expand my knowledge in my chosen field - Estate Planning.
I'm impressed by the learning and guidance of Mr. Alan Wong on Estate Planning in general. An exceptional introduction to the topic passionately taught with content and a pace suitable for newbies like me who do not have Will Writing knowledge. Many thanks again to both Mr. Alan Wong and Mr. Lee Chiwi for generously sharing their diverse knowledge on estate planning.
I enjoyed this course as it provided broad view of the various aspects of Estate Planning, the different ways of addressing gaps and leakages for clients of different background and how we are able to formulate solutions for them in the course of our work.
This course is an eye opener to how much more value we can provide to my clients, almost makes me feel like I have been doing my clients a disservice all this time. Can bring so much more to existing clients
Alan Wong and Johann Tay are excellent trainers who deliver the knowledge of estate planning clearly. I've learned many useful estate planning tools and question techniques which can be used to better advise my clients in their estate planning.
AEPP is an essential introduction to estate planning for anyone interested to acquire knowledge in this area. The learning from experienced trainers has been most valuable.
It is a new insight on how to open new cases using estate planning. This course give me the knowledge and case studies to apply to the real life. It's absolutely useful!
A fantastic course that will help you to open one's world to Estate planning.
As an insurance practitioner, for the longest time, I've only ever seen the need for nominations & wills. This course has shown me problems that could potentially arise & how to anticipate and provide solutions for these problems. This can definitely value-add to my clientele.
Your trainers have gone through on the ground real life experiences which helps me greatly in being able to see a bigger picture and enable me to relate these to my clients in the concepts and gaps which they may not be able to see it.
The 2-day course was a breeze, absolutely worth the time spent in understanding the intricacies of estate planning. This further helps me in identifying blind spots and the case sharing was an eye opener.
This course is a good Kickstarter for anyone who wants the fundamental knowledge to advise clients in estate planning. I am able to look at my clients existing circumstances & make provisions for unfavourable situations. After doing an estate plan for them their family is well taken care of, if they are mentally incapacitated or if they pass on.
Insightful and great for Beginners! Loved the crash course and looking forward to upgrade myself with Precepts in their future courses to be proficient in estate planning. A highly recommended program!
"The AEPP® program helps Indonesian financial practitioners in banking and insurance industry to clearly understand the power of life insurance planning in estate planning."
Explore quarterly newsletters, articles, and practical resources covering estate planning developments, practitioner perspectives, and regional trends.
Whether you are beginning with AEPP® or exploring the next step in your professional development, EPPL offers the training, network, and resources to support your growth.