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
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.
Day 1 – Practical Aspects of Estate Planning
Day 2 – Estate Planning for the Mass Affluent & Family Businesses
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.
Event date(s): Thu, 7 Dec To Fri, 8 Dec