Estate Planning is destined to become one of the most important and exciting facets of financial planning over the next decade, in part due to our rapidly ageing population. An understanding of this specialised discipline is essential to providing comprehensive planning advice to your clients.

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.

Becoming an Accredited Estate Planning Strategist will lead to increased satisfaction for your clients:
 Estate Planning encourages your clients to talk about their personal values and goals on a deeper level, leading to greater satisfaction from the financial planning process
 Your clients will feel a sense of achievement from planning for their family's future, and leaving a valuable legacy for the next generation   

For further inquiries please contact an Estplan staff member at This e-mail address is being protected from spambots. You need JavaScript enabled to view it