CTT Group’s Training Modules Explained

At CTT Group, we place an exceptionally high value on the training we provide. We offer a wide range of training courses and webinars that will help you give the best possible advice to your clients and develop your skills further. Your training with CTT Group will allow you to add additional services to your portfolio and help you generate new revenue streams to future proof your business when markets are turbulent.

Furthering your knowledge around Wills, Powers of Attorney, Trusts and tax planning is essential. These areas will always need servicing regardless of the financial climate, and it is easier than you think to get started!

Below are the courses we provide:

Foundation Course (Compulsory for new members)

The Foundation Course is compulsory for any new members or advisors and consists of 5 mandatory half-day sessions.

The course provides an introduction to Will Writing and Will-based Trusts. It is aimed at those new to Estate Planning or looking to refresh their skills. On completion, you will be able to provide a bespoke service tailored to your clients’ individual needs.

Will Writer to Estate Planner (Foundation course completion is compulsory)

The Will Writer to Estate Planner course consists of three full-day sessions and must be attended within 6 months of completing the Foundation Course.

The course will cover topics such as which Trusts suit your clients’ needs and why. We will also cover the CTT Groups Trusts, how assets are transferred into a Trust (and why this is as important as the Trust itself) and the solutions we can offer, alongside much more.

Specialist Training

Our specialist training comprises a range of specific courses, and each course can be taken separately. Subjects included are:

• LPA
• Risk
• Lifecycle of a Trust
• Probate
• Trust Management

Advanced Planning Series

This course is spread over 5 half-day monthly presentations, and each part of the course can be taken separately. It is for advisers looking after High Net Worth, corporate individuals or those who have clients with Complex Estates. We will be equipping you with all you need to know through the courses, and our new internal support packages for you and your clients, to ensure that you and your client get the most out of the estate planning process.

Superhero Webinars

These are free remote webinars that cover a new topic each month by an expert in that particular field.

In addition, if you join CTT as an Adviser, you will have access to:

• Online case management system
• Discounts on CPD accredited training courses
• Our new advisor chatbot, providing 24/7 information for all your estate planning queries
• Marketing, branding and design services (available to members only at additional cost)

For further information or to sign up for any of our training courses, click here.