Boost your confidence as an adviser with CTT’s Estate Planning training and courses

How confident are you as an adviser?

No matter your level of experience or expertise, there are always some areas of estate planning that seem a little grey.

With constant changes in legislation affecting things like relief entitlements and Inheritance Tax, what’s thought to be best practice now could easily be outdated or even poor advice in 6-12 months’ time.

For those new to the industry, there’s an overwhelming amount of information to take in and digest. Gaining the confidence to take client instruction can feel a long way off, especially when ‘imposter syndrome’ sneaks in – and that’s understandable. We all meet clients with complex estates or situations that throw even the most seasoned advisers off our game!

So, what’s the answer?

Flexible estate planning courses that build confidence

CTT courses are designed by advisers, for advisers, to address all those personal niggles and quirks of legislation that undermine your confidence and have you doubting your abilities.

Whether you’re an estate planner looking to specialise in a particular area, an experienced adviser looking to offer estate planning, or a newcomer just getting started, if you want to:

• Boost your confidence and self-assurance.
• Make better decisions for clients.
• Improve leadership skills, communication, and resilience in challenging situations.

CTT has the right course for you.

Our courses are flexible and remote, giving you the opportunity to learn from our expert team, no matter where you are in the world! All online training is delivered live, so alongside our set course material, you have plenty of opportunity to ask questions and discuss them with your course leaders.

Adviser training courses are a mix of one-day standalone sessions and modular training courses of 3-5 days, allowing you to tailor your learning schedule to suit you. So, whether you’re in a full-time job, caring for a family, or busy running your own business, access to our adviser training is easy and stress-free.

Practical adviser training courses with access to estate planning software

Alongside the course training sessions, you’re given access to CTT’s Training Portal. Here, you’ll find additional reading and learning materials, including tests, to help consolidate what you’ve learned on the course.

You also get access to a training version of CTT Legacy, our estate planning software, and practical exercises to complete, so you get hands-on experience implementing the planning structures you’ve learned during the sessions.

After you finish your training, you’ll have the opportunity to continue enhancing your Will Writing and Estate Planning skills through our complimentary monthly webinars.

Led by our esteemed Technical Director, Spencer Tattam, renowned for his depth of knowledge and expertise in Estate Planning, these free monthly sessions are designed to refresh and extend your Will Writing and Estate Planning training. Each session delivers the latest estate planning news, legislation, and insights to ensure you’re always kept right up to date. With a product-focused approach, the sessions also help identify further planning and sales opportunities, supporting your continued professional development and client engagement.

CTT adviser training courses

We run a wide variety of estate planning training courses aimed at will writing professionals and those who wish to expand their advisory services, including Solicitors, Accountants, Financial Advisers and Mortgage Brokers.

We also welcome industry newcomers who want to start their career in estate planning. You don’t need to have any formal qualifications or previous training to enrol; soft skills such as good organisation, empathy, and good communication are beneficial as these are key to becoming a successful adviser.

All new CTT Group members are required to complete our 5-day Foundation course, followed within 6 months by the Will Writer to Estate Planner course.

After that, CTT’s advanced courses give you numerous options to develop your knowledge in specific areas of estate planning practice with our industry-leading training.

Provide clients with more complex and specialised services, including trust planning, access to a probate support service, and learn how to navigate sensitive topics confidently and professionally with the help of our expert team!

Which CTT course is for me?

If you’re unsure which of our professional adviser training courses is the right one for you, our Partnership Team is here to help.

They are here to answer any questions you might have about CTT Group and our adviser training programmes to help you decide which CTT training course offers the right combination of knowledge and skills to suit your needs.

With a unique understanding of our training courses and access to all our course information, the Partnership Team gives you guidance to help you tailor your training towards the career path you envision.

Discover our Estate Planning and Will Writing training courses today.