AEPP Certification Program

中文

WAM Programmes

Application Procedures

Associate Estate Planning Practitioner (AEPP®) Certification Program

Eligible applicant will be reimbursed 80% of the course fees

AEPP® Accredited Certification Program

Program Brief Video

The Associate Estate Planning Practitioner AEPP® course is an accredited certification program designed to upskill financial professionals with essential estate and succession planning knowledge and focuses on the practical application of a holistic approach in the wealth accumulation, preservation, and transition for the mass affluent and the high-net-worth individuals.

The financial professionals will find themselves well positioned to add value to the high-net-worth clients who are seeking an array of expertise to address their high-priority concern of passing down wealth.

Curriculum of the AEPP® Certification Program

Cantonese, supplemented with English Materials

e-Learning/Pre-recorded Sessions

* 3-week assess to Module 1-5 e-learning materials

Topic 1: Family Inheritance (2 hours)
Topic 2: Basic and Process of Wealth Planning (1 hour)
Topic 3: Family Business (2 hours)
Topic 4: Family Wealth (0.5 hour)
Topic 5: Family Members (0.5 hour)

Interactive Session

Topic 6: Dynamic Solutions of Wealth Planning

Duration: 6 hours in total, 3 hours per session

CE Recognition

This course is eligible for CE recognitions. Participants can earn 12 IFPHK CE/ SFC CPT /

MPFA (Non-Core) CPD hours upon course completion.

End-of-course written assessment

Participants with 100% of class participation with a pass in the final assessment will be eligible for the Associate Estate Planning Practitioner (AEPP®) designation as awarded by EPPL.

The assessment will be administered online (open book) and the duration of the test is 90 minutes. Participants will be given access to the assessment after the completion of Module 6. The access period for the assessment is 7 days starting from the day after the last day of course

Certification and Membership

To date, there are over 6,500 AEPP® designees in Singapore, Malaysia and Indonesia. The AEPP® designation can be added to your professional credentials and the directory of designees is searchable online.

To be granted the Certificate of Award for the AEPP® designation, 100% attendance rate and a pass in the end-of-course written assessment, as well as an approved AEPP® designee application are required.

The AEPP® designation fee is HKD 3,000. It is a one-time and lifetime fee. No renewal is required.

KNOW more AT EPPLHK

upcoming intake & fee

e-Learning/Pre-recorded Sessions

Module 1-5

Wavy or Zigzag Lines. Horizontal Thin Lines Wave. Dotted Line. Big Set Black Color. Vector Illustration.

FPLearning Assess Period:

To Be Announced

Interactive session

Module 6

Date: To Be Announced

Time: To Be Announced

Venue: To Be Announced

Program Fee: $7,100

(After Reimbursement: $1,420)

PROGRAMME DIRECTOR

Mrs. Kimmis Pun

MBA, CFP, ChFC, CWMA, AIF, AEPP and IBFA

Kimmis has over 40 years of extensive experience in investment management, banking, wealth and succession planning. She has held senior management positions in various leading global banks, including UBS, HSBC, BNP Paribas, Bank of America and Standard Chartered, serving Ultra High Net Worth Individuals in Indonesia, Singapore, Malaysia, Middle-East and the Greater China Region.

Kimmis is the Chairman of Wealth Planning Standard Board. She has also played a significant role in the financial planning industry. She was on the Board of Directors of US-based Financial Planning Standard Board after her 4-year presidency in Financial Planning Association of Singapore. Currently, Kimmis is the Managing Director, Family Office, in Shenning Investments Pte Ltd (MAS-licensed fund manager).

She is a frequent speaker at global conferences and workshops and has accumulated over 15 years of experience as a lecturer in universities in Singapore and the Asia region.

Pilot Programme to Enhance Talent Training for the

Asset and Wealth Management Sector -

Financial Incentive Scheme for Professional Training

This course (Module 6) has already been approved as an eligible course of the Financial Incentive Scheme for Professional Training (“the Scheme”) under the Pilot Programme to Enhance Talent Training for the Asset and Wealth Management Sector (“the Pilot Programme”).

The Scheme aims to enhance the competency and professionalism of in-service practitioners within the asset and wealth management sector and to assist other practitioners within the financial services industry in acquiring the knowledge and skills required for entering the sector. Eligible applicants will be subsidised 80% of the course fees by the HKSAR Government upon satisfactory completion of the courses, subject to a ceiling of HK$15,000.

Course Completion Requirement:

To complete the program, participant must:

Sign in and sign out of each session in Module 6 for records;
Arrive no later than 15 minutes after each session in Module 6 commences; and
Do not leave earlier than 15 minutes before sessions ends

Participant must attend both of the sessions in order to complete the program &

IFPHK will issue course completion certificates to qualified students in the last session

Reimbursement Application:

Completed and duly signed online application form together with the required supporting documents must be submitted to the HKSI Institute’s office within FOUR months from the last day of the course attended

Enquiries:

Hong Kong Securities and Investment Institute is appointed as the implementation agent of the Pilot Programme. Regarding the details of eligible criteria and application procedures, please refer to the dedicated web-site of the Pilot Programme (https://www.wamtalent.org.hk/)