BTWC Associate Academy

BTWC Associate Academy sessions - only £85 - worth £250!

 

Looking to solidify your business offering in Estate Planning? Want to showcase your commitment and professionalism to the products to your clients? Want to receive a professional accreditation to build trust amongst your client base?

 

Join us for our 4 week Associate Academy starting Tuesday 6th April!

 

We are delighted to announce our first Associate Academy in April. Designed specifically for BTWC Associates, 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 is forging ahead during these challenging times.

 

Accreditation

The sessions will accumulate in you receiving a Certificate of Attendance which will then lead to the option of attending an Institute of Professional Willwriters (IPW)  Accreditation course - a 1 day course via IPW which will end in you becoming 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. The cost for this course is £140 plus an annual associate fee of £140.

 

Session details

Each session is 90 minutes long, 10:30am to 12:00pm on the dates below:

 

Session 1 – Tuesday 6th April

Wills and the Law of Succession

  • Rules of a Will
  • Intestacy Rules
  • Legacies

 

Session 2 - Tuesday 13th April

The use of Trusts and benefits to your clients, including:

  • Property Protective Trusts
  • Flexible Life Interest Trusts
  • Discretionary Will Trusts
  • Business Trusts

 

Session 3 – Tuesday 20th April

Lasting Powers of Attorney

  • The role of LPAs
  • Types of LPAs
  • Client relevance of an LPA

 

Session 4 – Monday 26th April

Estate Administration and Probate

  • The validity of a Will
  • The Probate process
  • Distribution of Assets
  • Estate accounts

 

IPW Accredited member session - Tuesday 27th April

Held by Institute of Professional Willwriters

Book your place now!

 

To book your place for the session email us on [email protected] or call us on 01522 500823. Spaces are limited so don't miss out on this exclusive opportunity!