Malaysia's Home for Estate Planning Professionals

EPPL Malaysia is the dedicated learning community for financial advisors who want to expand their practice into estate and succession planning — backed by Asia's most recognised AEPP® certification.
Write your awesome label here.

Awarded by SWW (UK)

Society of Will Writers, England

Certified by EPPL Singapore

Est. 2009 · Pan-Asian body

5 Asian Markets

SG · MY · ID · HK · CN

Online & Blended

Learn at your own pace

Who We Are

Malaysia's EPPL Learning Community

EPPL Malaysia is the Malaysia chapter of Estate Planning Practitioners Limited — the pan-Asian body that champions literacy in estate and succession planning since 2009.


We provide Malaysian financial advisors with a structured learning pathway to earn the AEPP® designation, grow their practice, and serve their clients more holistically — through a platform built for online and blended learning, supported by a live community of practitioners.



WHAT YOU GET WITH EPPL MALAYSIA

✦Access to the AEPP® Certification course — 2 days, practical and case-study driven

✦Advanced modules in HNWI Succession, Business Succession, Philanthropy, and Family Offices

✦Courses in Estate Planning Practice, Financial Literacy, Tax, Trust and Wealth Management

✦Live community webinars and self-paced mini courses on the EPPL Communities hub

✦Discussion forums, group chats, and peer-to-peer case discussions

✦Updates on estate, tax, and trust developments in Malaysia and across Asia

✦CPD content to keep your credentials current

✦Free preview modules to try before enrolling

Our Courses

Three Pillars of Learning

 

AEPP® Certification

The core programme. A 2-day accredited course that equips financial advisors with practical estate and succession planning knowledge — awarded jointly by SWW (UK) and EPPL. Upon completion, your name is listed in the searchable AEPP® designee directory.

 

Estate Planning Practice

Deeper courses for practising AEPP® designees. Topics cover wills, trusts, cross-border assets, family governance, business succession, philanthropy, family offices, and planning for high-net-worth clients.

 

Financial Planning Skills

Broader modules in financial literacy, tax, trust and wealth management — designed to strengthen your overall advisory skill set and keep you ahead of regulatory change in Malaysia.

Courses

THE AEPP® DESIGNATION

Asia's Benchmark for
Estate Planning
Advisors

The Associate Estate Planning Practitioner (AEPP®) designation is held by thousands of practitioners across Singapore, Malaysia, Indonesia, Hong Kong, and China — and is the most widely recognised estate planning credential in the region.

Earning your AEPP® signals to clients and employers that you have the practical knowledge to engage meaningfully on wills, trusts, succession structures, and wealth distribution — not just product sales.


What the Programme Cover

✦Fundamentals of Estate & Succession Planning

✦Wills, Trusts, and Nominations

✦Cross-border wealth and asset distribution

✦Business succession and family governance

✦Real-life case studies with experienced practitioners

✦Examination + searchable designee credential

OUR COMMUNITY

More Than a Course —A Professional Network

Learn Anywhere

Our online and blended programmes let you learn at your own pace. Access on-demand lessons, live classes, and community discussions — all in one platform.

Connect with Experts

Learn from seasoned AEPP® practitioners, trust specialists, and wealth advisors who share real case studies and practical guidance from across Asia.

Grow with the Community

Collaborate and build your professional network through interactive forums, group chats, live webinars, and continuing education events.
OUR Regional EPPL Leaders

Meet the Country Representatives Behind EPPL Asia

Lee Chiwi

Founder & Director – Singapore

Chiwi is the Founder of Estate Planning Practitioners Limited (EPPL) and Chief Executive Officer of PreceptsGroup International. A Barrister-at-Law (England & Wales) and Advocate & Solicitor (Singapore), he has over 30 years of experience in estate planning, trusts, and private client advisory.
He is a Chartered Trustee (ChT) and a TEP member of the Society of Trust and Estate Practitioners (STEP).
Chiwi has authored several books on trusts and succession, and continues to champion professional literacy in estate planning across Asia through the AEPP® Programme.

Lee Tuck Wai

Country Representatives - Malaysia

Tuck Wai is a Certified Financial Planner with nearly two decades of experience in retirement, investment, and estate planning.  He leads the Malaysia chapter’s digital transformation, promoting AEPP® learning through technology and community-driven education.
As the Lead for Product & Technology at Simplyfi, he integrates financial advisory innovation into modern estate planning practice. 
Formerly Head of Insurance Business at Swingvy and a licensed Financial Adviser’s Representative, he bridges financial expertise with technology adoption to empower practitioners.

Amy Zhang

Country Representatives - Hong Kong

Amy brings over 20 years of experience in wealth management and family office advisory across Greater China and ASEAN.
She has held leadership roles with Barclays Wealth London, UBS Hong Kong, and Vistra Singapore, and now serves with Hawksburn Group, a Multi-Family Office based in Singapore.
Amy specializes in cross-border trust structuring, family governance, and ESG-driven wealth strategies.
She is a full member of STEP and an AEPP® Designee.
As an insurance practitioner, for the longest time, I’ve only ever seen the need for nominations & wills. This course has shown me the types of problems that could potentially arise & how to anticipate and provide solutions for these problems. This can definitely value-add to my clientele.
AEPP® designee
This course is a good Kickstarter for anyone who wants the fundamental knowledge to advise clients in estate planning. I am able to look at my clients’ existing circumstances & make provisions for unfavourable situations. After doing an estate plan for them, their family is well taken care of, if they are mentally incapacitated or if they pass on.
AEPP® designee
After attending this programme, I gained valuable insights on various estate planning strategies and various tools that can be used in business succession, estate planning and wealth distribution. This programme has indeed exceeded my expectations. The trainers are knowledgeable and the course is very well organized.
AEPP® designee
Stay Connected

Ready to grow your practicein Estate Planning?

Thank you!