Education Services

Rockwills Institute Pte Ltd is the education and training arm of the Rockwills Singapore Group.

Rockwills Institute holds the exclusive appointment to provide Associate Estate Planning Practitioner (AEPP®) designation Certification Program. This is a qualification awarded jointly by UK’s Society of Will Writers and EPPL Ltd. The AEPP® is a practical and marketing-based estate planning course for financial advisers to enable them to include estate planning advice into their Core Advisory Services.

Beyond the AEPP® estate planning course in Singapore, Rockwills Institute also organize AEPP® Advanced Modules on Advanced topics of Family Succession Planning, Business Succession and Property Trusts. Financial advisers are able to engage HNW clients and family business owners on succession planning subjects through the course.
The AEPP® qualification is held by more than 4000 estate planning practitioners across South East Asia.

Rockwills Institute is also the exclusive course provider for the STEP Certificate for Financial Services – Trust and Estate Planning Singapore, a certification estate planning course program for financial services professionals in the financial advisory, insurance, banking and other industries. Society of Trust and Estate Practitioners (“STEP”) is a global professional organization of private client and estate planning practitioners.

The courses under the programme serves to provide professionals with in-depth knowledge of estate planning and wealth planning, enabling them to expand their services. Upon completion of the STEP program, a participant will be entitled to become an Affiliate Member of STEP. This course runs for 16 weeks.

In addition, it provides estate planning training courses and seminars for Rockwills’ estate planners as well as members of the public.

STEP Certificate

This course has been developed to help financial intermediaries understand the legal issues concerned in financial and estate planning in Singapore.

Trusts and Estate Planning has emerged in Singapore as a growing area in the sphere of wealth management. Many Financial Services Professionals (FSPs) are gradually viewing estate planning as a vital addition to their services and overall value proposition to clients. With the breadth and scope involved in trusts and estate planning, the expertise has been largely confined to specialists within the field of estate planning to offer such services. Rockwills Institute plays a leading role in educating professionals in this area.

STEP Forms

STEP Certificate Singapore Course

REGISTER

STEP Certificate For Financial Service

STEP Singapore Financial Services Flyer

Credit Card Payment Form

AEPP ® Certificate

The 21st century wealth planner is one who has a firm grasp of wealth protection, accumulation & preservation and distribution. There is also an increasing demand for those who can add value through specialized skills like estate planning. The Associate Estate Planning Practitioner (AEPP®) courseware and accreditation is a practical, field-tested program that was specially designed to address the growing needs for such specialized skill. It is awarded by the Society of Will Writers & Estate Planning Practitioner (SWWEPP) of the UK and the Estate Planning Practitioners Limited (EPPL). Since April 2007, it has benefited more than 600 practitioners in the banking and financial planning industry. This is a practical and marketing based course for financial advisers wishing to use estate planning to enhance their core advisory services. Furthermore, this program can then help financial planning practitioners upgrade their practice so that they can confidently move up-market through estate planning.

AEPP Form

AEPP ® Certificate Program

 

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Education