Chartered Estate Planning Adviser (CEPA)
- Finance & Investment
This programme is conducted on-campus.
3 days
Weekdays (9am - 5pm)
Singapore Management University
Who Should Attend
- Estate Planning Specialists
- Financial Advisors and Wealth Managers
- Family Business Advisors
- Legal and Tax Professionals
Overview
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.
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.
Fee Table
Course Fee: $3,270 (includes 9% GST)
Please note that there is no funding for this course.
Please note that the programme fees are subject to change without prior notice.
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