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Rockwills Corporation Pte Ltd
10 Anson Road, #06-17 International Plaza
SIngapore

Singapore
079903
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External Workshop: The AEPP® Certification Program by Rockwills

Overview

Date:
Thu, 7 Dec To Fri, 8 Dec
Time:
9:00 am to 5:00 pm
Refreshments:
N.A.
Focus:
For Financial Advisers who wish to expand their Core Advisory Services to include Estate Planning, a growing needs for this specialized skills set.
Additional Info:
Book a seat through this page and make the payment for the course directly to Rockwills. You may contact Dora Then at 63063215 or email dorathen@rockwills.com for enquiries on Skillsfuture or IBF funding.

Description:

In FPAS Financial Planning magazine Nov 2017 issue, we had an article on “3 in 1 Legacy Planning Tool”. It highlighted a few circumstances that are pertinent to many people such as (1) Too Young with Too Much, Too Soon, (2) Too Special – Not Disabled but Differently Abled and (3) Alone, Elderly and having Too Much.

How would you advise your clients who are in these situations?

The AEPP® Certification provides the tools of estate planning in Wills, Trusts, Powers of Attorney, Offshore Companies, Business Succession. It is a course integrating modern estate planning strategies in managing family wealth. There will be case studies encompassing the above during the course.

Expand your services and enhance your knowledge through the AEPP® certification, a practical, field-tested program that was specially designed to address the growing needs for this specialized skills set.

Enrol now for an exciting 2-day (7 & 8 Dec) program and obtain the esteemed AEPP® designation at a special rate for FPAS Members @ $807.50 (regular fee is at $950).

For enquiries on Skillsfuture or IBF funding: 

Call Ms. Dora Then at 6306 3215 (DID) or

Email: dorathen@rockwills.com

 

About The Associate Estate Planning Practitioner Designation (AEPP®)

The AEPP® is a Practical and Marketing-based Courseware for Financial Advisers wishing to use Estate Planning to enhance their Core Advisory Services.

It is accredited by the Estate Planning Practitioners Limited (EPPL) and The Society of Will Writers and Estate Planning Practitioners.

 

 

 

 

PROGRAM OUTLINE

Day 1 – Practical Aspects of Estate Planning

  • The What & Why of Estate Planning
  • Life of Wealth and Estate Planning
  • The tools of Estate Planning
  • Estate planning creates opportunities for Sales
  • Estate Planning and Fund Creation
  • Business Succession Planning

 

Day 2 – Estate Planning for the Mass Affluent & Family Businesses

  • Estate Planning Services
  • Mass Affluent Estate Planning
  • Estate planning for the Elder Client
  • Inheritance and Concepts involved in wealth perpetuation
  • Family Business Succession Issues
  • Legacy Planning
  • Family Business Succession Strategies

 

Program Leader (Day 1)

Mr Alan Wong is an Associate Financial Planner® (AFP®) accredited with the Financial Planning Association of Singapore(FPAS) and an Associate Estate Planning Practitioner (AEPP®). He is the Principal Consultant of w3 Consultancy Pte Ltd which provides training and consultancy services in the specialized field of Business Protection Planning. He has trained numerous financial consultants from insurers as well as IFAs. A financial consultant himself with more than 15 years of experience, he focuses his practice on planning for Business Owners using estate planning. He is highly effective in penetrating this market and often able to win over clients from banks and other intermediaries who serve the ultra HNW individuals and business owners.

 

Program Leader (Day 2)

Mr Lee Chiwi was called to the Bar of England & Wales as a Barrister-at-Law in 1986 and admitted as an Advocate & Solicitor of Singapore in 1988. During his time as a legal practitioner, his areas of practice were focused on corporate, commercial and private client work. In early 2008, he joined the Rockwills Group in Singapore as CEO.

He is the author of various books including “The Rockwills Guide to Succession and Trusts in Wealth Management” (2008), and “Drafting of Trusts and Will Trusts in Singapore” which he co-authored with the principal author James Kessler Q.C. (2007). Since 2004, Lee Chiwi has been appointed as adjunct faculty member of the Singapore Management University for their Wealth Management MSc Program, lecturing in Tax and Estate Planning.

Book Now

External Workshop: The AEPP® Certification Program by Rockwills


Event date(s): Thu, 7 Dec To Fri, 8 Dec

Ticket Information

Ticket Type Spaces
Standard Ticket