FPA's AEPS Program

Completing the FPA's Accredited Estate Planning Strategist (AEPS) Program will not only advance your knowledge in this essential discipline, it will identify you as a specialist professional to your clients, peers and licensee; and will give you a professional edge in a competitive marketplace. As part of the FPA's professional education suite, it can also act as a stepping stone towards CFP® Certification.

EP First Class

Since announcing this initiative in February this year we have been developing the structure and focus of this online community. We are now preparing for its formal launch on 15 May 2010.

EP First Class is a community of practice for both estate planning students enrolled in courses recognized by Estplan Pty Limited (Estplan) or the Financial Planning Association Ltd (FPA) as well as experienced private wealth management professionals.

2 Day GP Course

This course is especially for those who do not intend to offer estate planning all the time but who need to know much more about their clients estate planning needs and current documents and situations.

Communication Toolbox

The communication tool box is a collection of short video clips explaining key segments of the estate planning process.

Foundation Course

This course is primarily an entry level course that provides a foundation for an adviser wanting to enter estate planning.

Learning Centre Individual Modules

The Estplan Learning Centre is an online training portal to provide users with complete training and online resources. Gain access to each module as you require.

Business Development and Mentoring

In a challenging world Estplan recognises many advisers are reviewing their business models. The model shift is from commission/FUM to client centred fee for service advise. Estate planning( family wealth management) is a client centred/fee for service process that fits well with current business model trends. Estplan has a team of skilled mentors in the areas of practise model development so if you need some assistance just ask e.g. our alliance partner CMG. Register your details and an experienced staff member will contact you.

LexisNexis Publication

Estate Planning A Practical Guide for Estate and Financial Service Professionals Second Edition'