Associate Estate Planning Practitioner (AEPP®) Certification – Hong Kong

Elevate your advisory services with accredited expertise in estate and succession planning across Asia.

About EPPL & AEPP®

Estate Planning Practitioners Limited (EPPL), established in 2009, champions professional estate and succession planning across Asia through high-quality training, seminars, and conferences.

AEPP® Designee Network

The AEPP® designation is awarded by EPPL in partnership with the Society of Will Writers (UK) and is held by over 8,600 practitioners across Asia.
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AEPP® certification programme

The Associate Estate Planning Practitioner (AEPP®) is a practical and marketing-based course for Professional Advisers wishing to use estate planning to enhance their core advisory services.

Our dynamic and experienced course facilitators have plenty of insights to share with you on how to use estate planning to energise and supercharge your advisory business.

Upon completing the two-day estate planning course, you will be able to include the AEPP® designation to your credentials.

The Associate Estate Planning Practitioner (AEPP®) designation is awarded by the Society of Will Writers (SWW) of the UK and the Estate Planning Practitioners Limited (EPPL).
Duration

12 hours in total

Learners

8600+

Self-Study Videos

6 hours

Live Course 

6 hours

Modules 

6 Modules

Price

HK 7,100

HK300 off if you sign up for this course today.

Use the promo code on the right when you register, to get advantage of this offer before it ends!
Use promo code:

EARLYBIRD

Why AEPP® Matters

#1 Hands-on Learning

The programme equips you with essential skills and tools to implement effective estate planning and legacy solutions.

#2 Designation

On successful completion and passing the exam, you earn the AEPP® designation title.

#3 Visibility

Certified practitioners will reach a wide network and have access to professional expertise in wealth planning industry worldwide.

#4 Update

AEPP designees will join regular free seminar with market updates and regulations.

Professional Recognition

Accredited by both EPPL Asia and SWW (Society of Will Writer), providing credibility and career advancement.

Wide Reach

Join a growing community
More than 4,100 designees in Singapore, 364 in Hong Kong, and others across the region, total over 8000 AEPP designees worldwide.

Practical Value

Financial professionals consistently report being able to apply new knowledge immediately to client work.

Curriculum Overview

Additional Highlights

EPPL’s Regional Presence & Recognition

Established across Southeast Asia, expanding in Hong Kong. 

Institutional Partnerships

MOU with HKMA to deliver the AEPP® programme locally and increase credibility.

Extended Support Services

After certification, practitioners can access trust advisory services through EPPL HK. 
#MyAEPPJourney 

WHAT OUR AEPP® DESIGNEES SAY?

Gifford Chen, AEPP®

Class of 2022
Libertas Consulting 
The AEPP® Programme has significantly influenced my career, providing me with essential knowledge in entrepreneurial legacy or second-generation succession. The eLearning modules were invaluable, allowing me to study at my own pace and stay updated on the latest industry trends.

Ricky Lee, AEPP®

Class of 2022, Hong Kong
Jadeite Family Office
The programme's unique blend of theoretical knowledge and practical application has positioned me to add significant value to high-net-worth (HNW) clients. It's not just about understanding estate planning concepts; it's about applying them effectively in real-world scenarios.

Carmen Yu, AEPP®

Class of 2023
CTF Life
AEPP® Programme broadens my horizons of successful asset managing, simplifies the puzzle of trust establishing but most importantly minimizes the chaos and conflicts of legacy and wealth planning. 

Johnny Sung, AEPP®

Class of 2022, Hong Kong
YF Life
 I thought estate planning was just about writing wills or other basic steps. Afterward, my knowledge expanded significantly, including legal and tax implications, trust planning, and even the importance of family governance and values. 

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