about mezzanine institute
Mezzanine Institute prepares professionals for the future of advisory and consultancy, keeping people at the core of every practice.
Mezzanine Institute develops structured education programmes for professionals working across advisory, legal, and financial practice areas. Our programmes focus on practical learning, structured frameworks, and real practitioner experience. Participants gain knowledge that supports real client work and professional development.
OUR PRACTICE AREAS
Shape your professional journey your way with our upskilling and transitioning programmes.
OUR ESTATE PLANNING PROGRAMME
Advance Your Expertise at Every Level
FOUNDATIONAL
Principles of Estate Planning and Wealth Preservation
Learn the basics of your chosen path.
WHAT YOU'LL LEARN:
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Integrate estate planning with your existing skillset, offering a more holistic and robust value proposition.
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Apply your new skills to understand your clients' needs and build lasting trust.
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The expertise to solidify your position as a comprehensive financial authority.
Intermediate / Advanced
Applied Estate Planning Strategies and Practice
Gain practical hands-on experience in your chosen field.
WHAT YOU'LL LEARN:
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Key concepts and structures on wealth distribution and succession
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Empathetic approach to fully grasp your clients’ needs and plan their estates
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Ability to blend your estate planning expertise with your client’s unique circumstances
Practitioner
Certified Estate Planning Practitioner Programme
Gain specialisation in your chosen field and demonstrate your mastery through a mix of theory and practice.
WHAT YOU'LL LEARN:
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How to craft sound estate plans for every circumstance, no matter the complexity
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Advanced estate planning tools and the scenarios under which they are applicable
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The expertise to serve high-net-worth (HNW) individuals and families
LEGACY AND ESTATE PLANNING PROGRAMMES
Industry Practitioners
Training led by professionals actively working in advisory.
Practical Curriculum
Real cases and frameworks used in professional practice.
Structured Certification
Clear learning pathways designed for practitioners.
Professional Network
Access to a growing community of professionals and mentors.
WHY MEZZANINE INSTITUTE
Purpose-Built
Programmes for
Everyone
What Our Trainees Say
"There are many courses out there that teach estate planning, but ALEPP is one of the clearest I’ve come across. It breaks down the complexities of estate planning and makes the process simple and easy to understand for aspiring estate planners."
Randall Ong
Great Eastern Financial Advisers
Senior Financial Consultant
"The ALEPP programme is concise and informative for eatate planners who need help overcoming the inertia of starting and a good starting point for those looking to get into financial planning."
Rui Hon
Great Eastern Financial Advisers
Financial Consultant
"Shane is passionate and knowledgeable in this field. Answers queries confidently."
Gabriel Koh
AIA Singapore
Financial Consultant
"Excellent programme for anyone that is new to estate planning!"
Jason Thian
The Credence Organization
Managing Director
"Shane and the team was able to concise years of experience into deliverables to our clients and their beneficiaries in a balanced manner. I feel more confident to approach my clients knowing that I would be supported by highly ethical professionals, who are beyond the business centric Estate Planners you may come across elsewhere."
Jeremy Chua
Great Eastern Financial Advisers
Senior Executive Financial Consultant
"I like that class size is not huge. Encourages open discussion & conducive learning"
Lynnette Tan
Great Eastern Financial Advisers
Associate Director
"The ALEPP course is a must for any professional serious about mastering the intricacies of estate planning. Mezzanine Legacy delivers elite training that translates directly into better outcomes for my clients and their families."
Lee Jun Da
Great Eastern Financial Advisers,
Senior Executive Manager
WHAT WE'VE BEEN UP TO
Workshops, Events, and More
INVESTMENT TERMS
Get up to S$25,000 in early-stage capital
Directly funded by ME's balance sheet, efficiently deployed on flexible terms. Backed by legal, finance, and compliance support to help you scale.
July 2025 – Singapore
Estate Planning in Practice: Collaboration with SBI
Together with SBI, we hosted a workshop on integrating estate planning into client advisory services. Over 60 professionals attended.
INVESTMENT TERMS
Get up to S$25,000 in early-stage capital
Directly funded by ME's balance sheet, efficiently deployed on flexible terms. Backed by legal, finance, and compliance support to help you scale.
SERVICES
INDUSTRIAL
Estate Planning in Practice: Collaboration with SBI
INVESTMENT TERMS
Get up to S$25,000 in early-stage capital
Directly funded by ME's balance sheet, efficiently deployed on flexible terms. Backed by legal, finance, and compliance support to help you scale.
SERVICES
RESIDENTIAL
Estate Planning in Practice: Collaboration with SBI
Our programmes are designed for professionals working in advisory and professional service fields. This includes financial advisers, lawyers, insurance practitioners, accountants, and professionals who want structured knowledge of legacy and estate planning frameworks.
Programmes are delivered through structured workshops led by experienced practitioners. Sessions focus on practical frameworks, case discussions, and real professional scenarios.
You can register your interest directly on the programme page. Our team will follow up with details on the next intake and registration process.
Yes. The programme is designed and delivered by experienced practitioners, ensuring professional credibility and recognition.
Frequently Asked Questions
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