Chartered Estate Planning Adviser (CEPA)

Finance & Investment

Next Intake: 2 Sep 2025 (Tue)

Intermediate
SkillsFuture
Short Courses

This programme is conducted on-campus.

Next course starts on

2 Sep 2025 (Tue) See Full Schedule

Fee

SGD3,270* Learn More

Duration

3 days
Weekdays (9am - 5pm)

Level

Intermediate

Venue

Singapore Management University

Who Should Attend

Estate Planning Specialists
Financial Advisors and Wealth Managers
Family Business Advisors
Legal and Tax Professionals

Overview

Estate planning is essential in Singapore and across Asia as families seek to protect and seamlessly transfer their wealth across generations, ensuring financial stability and legacy preservation. In a region where family-owned businesses and complex asset portfolios are common, estate planning has become a crucial strategy to navigate the intricacies of local laws, cultural considerations, and cross-border issues.

For life insurance and financial planning professionals, gaining expertise in estate planning is invaluable. By joining the Chartered Estate Planning Adviser (CEPA) programme, professionals can deepen their understanding of tax-efficient wealth transfer, inheritance laws, and trust structures tailored to the Singaporean and wider Asian contexts. This programme equips participants with the knowledge to provide their clients with holistic, tailored solutions that honour family legacies while meeting regulatory requirements, setting them apart as trusted advisors in a competitive field.

Programme Partner

AEPA is an Association in Singapore that focuses on promoting estate and succession planning for individuals and families. It provides education, training, and resources to help professionals in the legal, financial, and advisory sectors better serve clients in areas like wealth preservation, wills, trusts, and inheritance planning. AEPA also conducts surveys and research to increase awareness of estate planning in the region. Through partnerships and events, AEPA works to ensure more people are prepared for wealth succession and legacy planning.

Learning Objectives

By the end of the programme, participants will be able to:

Understand the legal framework for estate planning
Apply life insurance knowledge in estate planning contexts
Navigate tax implications in estate planning
Analyse current affairs and leverage AI for estate planning
Assess solvency, capital, and liquidity in estate plans
Integrate investment strategies into estate planning
Structure assets effectively for optimal succession
Apply life insurance knowledge in estate planning contexts

Topic/Structure

Day 1
Module A – Introduction to Professional Estate Planning
Module B – Life Insurance and Financial Planning Relevant to Estate Planning

Day 2
Module C – Law Relevant to Estate Planning

Day 3
Divorce Planning – (AEPA Divorce Planning Adviser)
Family Business Owner Planning – (AEPA Family Business Owner Adviser)

Assessment

There will be an assessment conducted at the end of every module. The mode of assessment, which is up to the trainer’s discretion, may be an online quiz, a presentation or based on classroom exercises.