Rockwills Institute holds the exclusive appointment to provide the STEP Certificate for Financial Services - Trusts and Estate Planning (Singapore), a certification program for financial services professionals in the financial advisory, insurance, banking and other industries. The course serves to enhance the breadth and depth of their knowledge to enable them to integrate wealth management and estate planning services for their clients. On successful completion of the STEP program, a participant is entitled to become an Affiliate Member of STEP.
Rockwills Institute is also the exclusive course provider of the Associate Estate Planning Practitioner (AEPP) designation Certification Program, a practical and marketing-based course for financial advisers to enable them to offer estate planning advice to enhance their core services.
In addition, it provides training courses and seminars in estate planning for Rockwills’ estate planners and for members of the public.