As the world will be experiencing the greatest generational transfer of wealth over the next few decades, it is necessary for you – regardless of whether you are a member of the public or a practitioner – to have a clear understanding of what it entails, especially in the context of estate planning.

Estate planning is gaining its popularity especially since 1990 because of:

• The changing demographics and social trends. In developing and developed economies, the population is ageing at an unprecedented rate. Families are faced with new realities of marital breakdown, increasing special needs children and the like. These, amongst other trends are presenting themselves as planning needs to be met by professionally well-trained practitioners.
• The changing needs of the consumers. As consumers become more knowledgeable and savvy, they have also begun to recognise that estate planning is not just meant for the wealthy. They also demand for more value-add services from their financial planners especially in helping them plan their estate. It is important to do things right first time.

In view of the changing trends and a strong call for more qualified professionals in this specialised field, Estate Planning Practitioners Ltd has come out with the Associate Estate Planning Practitioner (AEPP) designation to raise the standard of the industry to the next height. In fact, estate planning has been widely recognised in Malaysia as a professional practice (similar to those in the United States & United Kingdom). The AEPP designation is endorsed by the Society of Will Writers & Estate Planning Practitioners – an internationally recognised professional body on estate planning – as a highly practical estate planning courseware. It is the only specialist designation available to the financial planning industry today, awarded based on academic and practical tutorial and examination.