BTWC Associate Academy
BTWC Associate Academy sessions - only £95 - worth £250!
Looking to solidify your business offering in Estate Planning?
Want add additional revenue streams to your financial services business ?
Want to receive a professional accreditation to build trust amongst your client base?
Join us for our 4 week Associate Academy starting Wednesday 19th January!
6 hours of structured CPD divided into 4 bitesize weekly sessions.
We are delighted to announce our next Associate Academy in January. This online course is designed to provide introductory knowledge to those who are new to Estate Planning as well as for established BTWC Associates to refresh their core knowledge. The course consists of 4 intense 90 minute sessions held over 4 weeks and covers in depth material and discussion on a range of topics to help ensure your Estate Planning business can develop and forge ahead during these challenging times.
Accreditation
The sessions will culminate in you receiving a Certificate of Attendance to demonstrate your competence in taking client Estate Planning instructions from your clients.
The BTWC course can then lead to the option of attending an Institute of Professional Willwriters (IPW) Accreditation course should you wish in order to become an IPW Associate Member under our own full membership. This will allow you to use the IPW and Chartered Trading Standards logo on your business collateral.
Session details
Each session is 90 minutes long, 10:30am to 12:00pm on the dates below:
Session 1 – Wednesday 19th January
Wills and the Law of Succession
- Definition of a valid Will
- Intestacy Rules
- Legacies
- Key roles within a Will
- The Will signing
Session 2 - Thursday 27th January
The use of Trusts and benefits to your clients, including:
- Property Protective Trusts
- Flexible Life Interest Trusts
- Discretionary Will Trusts
- Business Trusts
- Trusts and taxation
Session 3 – Wednesday 2nd February
Lasting Powers of Attorney
- The role of LPAs
- Types of LPAs
- Client relevance of an LPA
- The OPG and registration process
- Powers of Attorney and Scotland and Northern Ireland
Session 4 – Wednesday 9th February
Estate Administration and Probate
- The validity of a Will
- The Probate process
- Distribution of Assets
- Estate accounts
Book your place now!