One Ecosystem - Infinite Opportunities
A Connected Journey —Not Just a Certificate
EDUCATE
Build Your Capability
AEPP® Certification, Masterclasses, specialist programmes, and CPD resources — the foundation of every estate planning career in our community.
CONNECT
Grow Your Network
Strategies shared and knowledge earned allows our students to immediately set up their business and start offering their services around the globe.
OPERATE - FOR YOUR CARRIER
Run Your Practice
Turn knowledge into action with the tools and workflows that help you serve clients efficiently, confidently, and with stronger outcomes.
Learn to plan legacies with confidence
Deepen your knowledge in estate and succession planning through Malaysia’s EPPL learning community.
Access expert guidance, real-world case studies, and continuous learning resources—all in one platform.
Learn Anywhere
Our online and blended programs let you learn at your own pace.
Access on-demand lessons, live classes, and community discussions—all designed to help you master estate planning concepts.
Build Practical Skills
Gain real-world insights from industry professionals.
From wills and trusts to tax and cross-border wealth structures, you’ll learn practical strategies to serve your clients with confidence.
Learn from Experts
Our trainers are experienced estate planning practitioners and trust specialists.
They share proven frameworks, case studies, and best practices to help you excel in your advisory career.
Learn & Grow with the EPPL Community
Invest in Your
Professional Future
Membership isn't just a course discount — it's a full set of working tools and access points designed to keep you sharp, connected, and practice-ready.
All Masterclasses &
Course Discounts
Complementary access to all Masterclasses, discounts on every EPPL LMS course — up to 20% off for AEPP® Certified members.
Business Hour &Country-Focus Topics
Join live Business Hour sessions and country-focused estate planning discussions led by experienced practitioners across the community.We guarantee you an exceptional experience with flexible learning paths and professional guidance
Case Discussion &
Industry Updates
Post real cases in our public group, get feedback from fellow members, and stay current with industry news and regulatory updates.
1-1 Case Consultation
AEPP® Certified members can request 1-1 consultation on specific client cases — subject to expert availability and acceptance.
Dialogue Events
Exclusive Dialogue Events bring together top practitioners and partners across the region — open to members by invitation.
ADVANCE YOUR KNOWLEDGE
Develop your expertise in Estate and Financial Planning
Our students love us
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
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.
FAQs
You have questions, we have answers
How do I sign up?
Once you create an account on the EPPL Malaysia learning portal, you can register for the AEPP® course or any related financial planning modules directly. If you experience any issue with access, our support team will assist you via email or chat.
How can I choose my courses?
Our courses are grouped under AEPP® Certification, Estate Planning Practice, and Financial Planning Skills.
You can browse the course catalog to see which best fits your learning goals, or contact our programme advisor for guidance.
Can I connect other learners?
Absolutely! You can engage with fellow participants through our discussion forums, group chats, and live learning sessions.
We encourage collaboration—share your insights, experiences, and case discussions to grow together as a community.
Is there a free trial?
You can start by exploring selected preview modules and community learning sessions for free.
For full access to certified courses and CPD content, simply subscribe or enrol in the AEPP® Programme.
JOIN THE COMMUNITY OF ESTATE PLANNERS
Ready to start your professional journey in Estate Planning?
Receive learning updates, course invitations, and insights from leading AEPP® practitioners.
Stay informed about upcoming workshops, webinars, and continuing education opportunities designed for financial advisers and estate planners.
