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10 Anson Road #19-14 International Plaza
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The Associate Estate Planning Practitioner (AEPP) Certification Program by Rockwills

Overview

Date:
Tue, 22 Jan To Wed, 23 Jan
Time:
9:00 am to 5:00 pm
Refreshments:
Focus:
Knowledge and competency
Additional Info:
FPAS members ($1020 plus GST)

Description:

The Associate Estate Planning Practitioner (AEPP) Course by Rockwills

The AEPP Certification provides the tools of estate planning in Wills, Trusts, Lasting Powers of Attorney, Business Succession Planning.  It is a course integrating modern estate planning strategies in managing family wealth.  This course enables you to access Rockwill’s expertise to relate real-life case studies and gaining high-value practical knowledge to apply to your Mass Affluent or Family Businesses contacts immediately.

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

 

Who to attend

Calling out to all Financial Advisers, Insurance Advisors, Bankers, enhance your core wealth management advisory services with Estate Planning. Rockwills presents 2-day Workshop to master estate planning.

You will learn:

✔ The What’s and Why’s of Estate Planning.

✔ The Tools of Estate Planning – Wills, Trusts, Powers of Attorney, Offshore Companies, Business Succession.

✔ Building a successful financial advisory business using Estate Planning.

And so much more…

 

Obtain the esteemed Associate Estate Planning Practitioner (AEPP®) Designation. Get advice on how to use estate planning to energise your advisory business from experienced and professional facilitators.

 

The course fee for the AEPP® certification programme is $1200.00.

(excludes Lifetime AEPP® designation fee of $250)

Sign up for the Designation before the Course to enjoy an Early Bird fee of $220.

 

Special Rate Available:

FPAS members ($1020 plus GST) 

Promocode for FPAS members is FPAS19

Register here >> http://bit.ly/AEPPFPAS

 

Please contact Ms. Samantha Chan at 6306 3217 or email: rwmarketing@rockwills.com

Book Now

The Associate Estate Planning Practitioner (AEPP) Certification Program by Rockwills


Event date(s): Tue, 22 Jan To Wed, 23 Jan

Ticket Information

Online bookings are not available for this event.