If your business has taken a hit thanks to the global pandemic changing client priorities, why not expand your offerings? Instead of cost-cutting, adding additional services can generate new revenue streams and future proof your practice.
Estate planning has thrived throughout the last year, with some firms reporting a four-fold increase in enquiries and instructions, especially around Wills, Powers of Attorney, Trusts and tax planning. It is a recession-proof industry, and easier than you think to get started!
Become an estate planning consultant with our estate planning foundation course: 22nd – 29th March – 9:30am – 1pm
This course provides an introduction to will writing and the use of will-based trusts and is aimed at those new to estate planning or looking to refresh their skills. On completion, you will be able to provide a bespoke service tailored to your client’s individual needs in association with our strategic partners of Countrywide Tax & Trust Corporation.
Train with us and become a CTT Group member
Structured into 5 comprehensive online morning sessions, this course provides the very best training and ongoing support to build or enhance your knowledge, enabling you to grow your business in estate planning. As a CTT Group member, you will have access to:
- Online case management system
- Discounts on CPD accredited training courses
- Our new advisor chatbot, providing 24/7 information for all your estate planning queries
- Marketing, branding and design services*
*available to members only at additional cost
Our next course is held remotely at 9:30am – 1pm via Zoom on:
22nd – 29th March
The cost of the 5-session course is £221+VAT for members and £295+VAT for non-members.
Contact us and book your place today at 01926 514 390 Ext 9170 or [email protected]
For more information and to view the full agenda, click here: https://ctt-group.co.uk/training-event/estate-planning-foundation-course-part-1-mar-2022/
This article was submitted to be published by CTT Group as part of their advertising agreement with Today’s Wills and Probate. The views expressed in this article are those of the submitter and not those of Today’s Wills and Probate.