Elevate your expertise with the AEPP® Estate Planning Designation

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.

Elevate your expertise with the AEPP® Estate Planning Designation

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.

Why EPPL?

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.

About Us

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.

Our Programmes

A learning pathway for every stage of development

AEPP® Certification

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.

AEPP® Advanced Modules

Expand beyond the fundamentals with specialised learning in areas such as family wealth succession, property succession, business succession, philanthropy, and family offices.

ProviTrust

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.

Why Professionals choose EPPL

Build confidence with structured knowledge

Gain a clearer understanding of estate and succession planning concepts, tools, and use cases.

Strengthen the value you bring to clients

Lead broader, more holistic conversations that go beyond immediate financial products and address long-term family, wealth, and legacy considerations.

Learn from a regional professional ecosystem

Connect with programmes, resources, and peers across Asia through a platform built around continuing development.

Keep progressing beyond your first designation

Advance through specialised modules, industry events, and practical resources that support long-term capability building.

A growing AEPP® community across Asia

EPPL’s regional network connects learners, designees, and partners across multiple markets, helping practitioners access relevant training and opportunities closer to where they work.

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Click on respective countries for our partners’ AEPP® courses.

Verify professional standing with the Designee Directory

The AEPP® directory helps individuals and organisations confirm whether a practitioner holds the designation and is part of the EPPL professional network.

Testimonials

What AEPP® Designees say

Across Asia, AEPP® designees share a common theme: the programme strengthens both their professional confidence and the value they bring to clients.

Resources

The Custodian Newsletter

Explore quarterly newsletters, articles, and practical resources covering estate planning developments, practitioner perspectives, and regional trends.

Blogs

Learn from real-world perspectives

Read practitioner stories and practical articles on estate planning, succession, family wealth, and legacy decisions.
Financial Planning Must Include Estate Planning with Warren Yap
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Estate Planning Doing Good For Clients And Society At Large
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Doris Toh
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Get Started

Start building your estate planning expertise with EPPL

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.

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