Professional Estate Planning Adviser Programme (PEPAP)

1st Certification in Trust & Estate Planning In Malaysia

Introduction

The Professional Estate Planning Adviser Programme (PEPAP) offered by the Malaysian Financial Planning Council and the MU advisory designation expands your range of services to include estate planning, trust planning, and wealth succession services for your clients.

The programme is to introduce a collaboration to forge a certification programme between Malaysia Financial Planning Council (MFPC) and MU Advisory that is based on the study of the Registered Financial Planner Programme (RFP) which is proposed as the “Professional Estate Planning Adviser Programme” (PEPAP) for Insurance Professionals.

The programme syllabus is derived from the RFP programme and is accredited by the international accreditation agency, Financial Accreditation Agency (FAA), at the highest professional level for the financial services sector in Malaysia.

What is the objective of the program?

To propagate the importance of estate planning to life advisers and insurance practitioners.
To understand the inter-relationships between insurance, risk management, and estate planning.
To work on practical case-studies in estate planning.
To promote professional development of financial practitioners in the region.
To establish greater collaborative learning sessions and projects in the region

How This Program Benefits Me?

Enhanced your knowledge of all aspects of the estate planning and wealth planning processes.
Deeper understanding of life insurance to fund the estate plan with a combination of estate planning tools in greater depth.
Succession planning knowledge is applicable to business owners for smooth business transfer and business continuity.
Identify the role of key person reporting challenges and priorities in business organization.
Explore the technical abilities for asset gifting and charitable giving for High-Net-Worth clients through insurance fund.
It distinguishes you and your firm from the competitive market and enables you to provide professional service of a higher standard.

Who Should Pursue this Programme ?

Financial advisors would like to strengthen their knowledge of estate planning for high-net-worth clients.
Insurance advisors provide value-added for their clients for advisers and wish to enhance their technical skills.
Bankers and accountants with a finance background who wish to move into the estate planning business.
Lawyers who wish to learn or reinforce all the technical aspects of wealth succession
Existing Relationship Managers in Wealth Management/Private Banking who wish to cement their knowledge and achieve a professionally recognized international certification.
Students undergoing their undergraduate or post-graduation courses.