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!