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 8th June!

6 hours of structured CPD divided into 4 bitesize weekly sessions.

 

We are delighted to announce our next Associate Academy in June. 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 8th June

Wills and the Law of Succession

  • Definition of a valid Will
  • Intestacy Rules
  • Legacies
  • Key roles within a Will
  • The Will signing

 

Session 2 - Wednesday 15th June

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 22nd June

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 29th June

Estate Administration and Probate

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

 

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!