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20240304

Advanced Planning Session 2 – Planning for Business Owners

Time: 9:30am - 11:30am
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20240305

Will Writer to Estate Planner – Foundation pt2

Time: 9:30am - 1:00pm
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20240312

Estate Planning Foundation Course

Time: 9:30am - 1:00pm
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Benefits of our Will Writing and Estate Planning Training

Receive industry-leading training

Attend Training Courses ran by our licenced professionals. Their knowledge and expertise is backed by years of experience which you can benefit from to gain a competitive edge within your field.

By enrolling on our courses, you’ll have access to their wealth of knowledge as they draw on past Estate Planning cases to provide you with valuable insight into real scenarios.

 

Stay up-to-date on industry news and insights

Our training courses provide you with the necessary tools and knowledge to serve your clients and manage their estate planning effectively. You’ll learn how to minimize business risks as well as how you can prepare for new legislation or significant industry changes, enabling you to stay ahead of the curve.

 

Leverage actionable estate planning advice

Each training course will focus on specific client types and scenarios, giving you the information you need to instigate the best will writing and estate planning for your clients.

Access free training

Gain free access to our popular Superhero and Spotlight Webinar Series. These sessions discuss a range of topics, from new legislation changes to specific types of planning, answering your questions along the way.

We highly recommend attending all of our Superhero Webinars, as they provide an excellent opportunity to stay up-to-date on the latest industry developments, learn new skills, and identify potential growth opportunities. Hundreds of advisors attend these webinars as they are the ideal way to expand your knowledge and network with other professionals in the field.

Guidance on navigating sensitive topics 

The scenarios in our training courses will enable you to feel more confident when discussing sensitive topics with your clients.

Our training will teach you how to provide Bespoke Estate Planning or Will Writing Services which suit your clients’ individual needs and circumstances, enabling you to successfully safeguard their wealth for future generations. After completing our Estate Planning or Will Writing Training Courses, you’ll have the skills and knowledge to confidently advise and educate clients on industry best practices using leading methods in your field. Sign up for one of our courses today!

FAQs About Our Training Courses

Can the courses be delivered over several sessions?

Yes, some of our courses are delivered over several days in 2–5-hour sessions.

If the course is not a stand-alone session, it is most likely part of a bigger module split into several sessions.

I can’t decide on a course that suits me. What do I do now?

If you are struggling to decide on a suitable course and would like some advice, one of our dedicated CTT advisors would be happy to speak with you. Get in touch to receive  guidance on our training pathways.

You can call us on 01926 514 390 to discuss our courses or you can fill in the contact form at the bottom of this page.

Who is the Estate Planning Foundation Course for?

The Estate Planning Foundation Course comprises 5 half-day sessions and is compulsory for any new CTT advisors.

This course enables you to progress onto the Will Writer to Estate Planner training course within 6 months of completion. Find out more about becoming a CTT member here.

What happens if I miss a session?

If you miss a session from our compusory Estate Planning Foundation Course, you will be required to redo the session whenever it is next available. You must attend all sessions to complete the Estate Planning Foundation Course.

We run our training sessions frequently throughout the year. So whether you miss sessions from a compulsory or non-compulsory module, you can always retake them.

Are all training sessions remote?

Yes, our training sessions are completely remote via Zoom calls so that you can be access them from anywhere.

What times do the training sessions usually run?

The training is usually carried out between 9 am and 2 pm across various days.

Are the training sessions interactive?

Yes, we welcome questions from our attendees and members during our training sessions and strongly encourage cameras to be turned on to help improve the levels of interaction amongst both the hosts and attendees.

We use Slido to create live polls, Q&A and live quizzes to engage with our participants.