EPPL Community
Join the Circle of Trusted Estate Planners
A community where financial advisers, estate planners, and wealth professionals grow together—learning, sharing, and elevating the standard of estate planning across Malaysia.
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Why Join the EPPL Community?
The journey doesn’t end with certification — it starts there.
Our community connects you to continuous learning, collaboration, and mentorship.
Our community connects you to continuous learning, collaboration, and mentorship.
Learn Continuously
Access webinars, masterclasses, and case discussions led by AEPP® trainers and estate planning experts.
Collaborate & Network
Engage with fellow AEPP® designees, financial planners, and legal professionals in our growing Malaysian and regional network.
Grow Professionally
Stay ahead of industry changes, trust law updates, and wealth management strategies through our Learning Hub and local chapters.
Community Learning Tracks
Expand your estate planning expertise through a blended learning ecosystem designed for practical application — built to help AEPP® designees and aspiring practitioners stay current, connected, and competent in the evolving world of estate and succession planning.
Community Webinars
Monthly live sessions with Q&A
Join our monthly expert-led webinars featuring case studies, regulatory updates, and practical insights into wills, trusts, and wealth succession planning.
Join our monthly expert-led webinars featuring case studies, regulatory updates, and practical insights into wills, trusts, and wealth succession planning.
Video Conferencing
Interactive virtual classroom
Access high-quality live sessions via desktop or mobile. Learn directly from regional experts across Singapore, Malaysia, and Hong Kong in real time.
Discuss with Others
Learn, connect, and collaborate
Participate in our exclusive online forum. Share ideas, discuss client scenarios, and engage with peers to strengthen your practice.
Assignments
Apply knowledge in real-world scenarios
Put theory into practice through short projects and graded case studies, reviewed by experienced practitioners and mentors.
Professional Recognition
Build credibility and advance your career
Earn CPD hours, receive digital certificates, and showcase your AEPP® designation across professional networks — reinforcing your reputation as a trusted estate planning specialist.
Community Perks
Exclusive member privileges
Enjoy members-only benefits including discounts on AEPP® refresher courses, Masterclasses, and advanced learning programs discount.
Education programmes with unlimited access
Our Experts
Meet Our Faculty & Mentors
Mr Leong Mun Kid
Estate Planning Expert
Mun Kid has been in the estate planning industry for at least 10 years and has extensive experience in setting up trusts for families in Malaysia and Singapore.
Mun Kid graduated with a law degree from the University of London. He has a Certificate in Trust Services (CTS) with Wealth Management Institute Pte Ltd (WMI). He is the head of department for trust in Precepts Trustee Ltd and has been appointed as a resident manager under criteria set out by MAS for a licensed trust company. He manages the setting up and administration of trust in Precepts Trustee Ltd and assist clients in their estate and trust planning.
Mun Kid graduated with a law degree from the University of London. He has a Certificate in Trust Services (CTS) with Wealth Management Institute Pte Ltd (WMI). He is the head of department for trust in Precepts Trustee Ltd and has been appointed as a resident manager under criteria set out by MAS for a licensed trust company. He manages the setting up and administration of trust in Precepts Trustee Ltd and assist clients in their estate and trust planning.
Jaclyn Choon
Corporate Estate Planning Expert
Ms. Jaclyn Choon is well recognised professionally with more than 20 years of experience in the corporate and fiduciary service industry. She has a wealth of knowledge and familiarity across many jurisdictions and has helped clients from multi-industries such as in trading, consulting, retail and investments and holding companies.
Over the years, she has serviced thousands of satisfied clients from all over the world, providing both incorporation and administration services relating to companies incorporated in Singapore, Hong Kong, the British Virgin Islands and many other offshore companies.
Over the years, she has serviced thousands of satisfied clients from all over the world, providing both incorporation and administration services relating to companies incorporated in Singapore, Hong Kong, the British Virgin Islands and many other offshore companies.
Ethan Lim
Family Office Expert
Ethan brings with him 18 years of experience in both corporate banking as well as private banking. He was part of the inaugural cohort of Certified Family Office Advisors who graduated from the Wealth Management Institute of Singapore. He has spent majority of his finance career as a trusted advisor to ultra-high-net-worth individuals in Southeast Asia. Ethan currently advises families on various aspects of wealth management within their family offices. He plans and executes investment strategies to better manage wealth, tighten succession planning to ensure wealth preservation for generations as well as work on strengthening family governance to protect the family’s values.
