CTT Training

CTT Training

At CTT Group, we place an exceptionally high value on the training we provide. We offer a wide range of training courses and webinars that will help you give the best possible advice to your clients and develop your skills further. Your training with CTT will allow you to add additional services to your portfolio and help you generate new revenue streams to future proof your business when markets are turbulent.

Furthering your knowledge around wills, powers of attorney, trusts and tax planning is essential. These areas will always need servicing regardless of the financial climate, and it is easier than you think to get started.

Below we list the courses we provide:

Foundation Course (compulsory for new members)

The Foundation Course is compulsory for any new members or advisors and consists of 5 mandatory half-day sessions.

The course provides an introduction to will writing and will-based trusts. It 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 clients’ individual needs.

Will Writer to Estate Planner (Foundation Course completion is compulsory)

The Will Writer to Estate Planner course consists of three full-day sessions and must be attended within 6 months of completing the Foundation Course.

The course will cover topics such as which Trusts suit your clients’ needs and why. We will also cover the CTT Groups Trusts, how assets are transferred into a Trust (and why this is as important as the Trust itself) and the solutions we can offer, alongside much more.

Specialist training

Our specialist training comprises a range of specific courses, and each course can be taken separately. Subjects included are:

  • LPA
  • Risk
  • Lifecycle of a Trust
  • Probate
  • Trust Management

Advanced Planning Series

This course is spread over 5 half-day monthly presentations, and each part of the course can be taken separately. It is for advisers looking after high-net-worth, corporate individuals or those who have clients with complex estates. We will be equipping you with all you need to know through the courses, and our new internal support packages for you and your clients, to ensure that you and your client get the most out of the estate planning process.

Superhero Webinars

These are free remote webinars that cover a new topic each month by an expert in that particular field.

In addition, if you join CTT as a 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)

For further information or to sign up for any of our training courses, click here.

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.

CTT Group

http://www.countrywidegroup.co.uk/


CTT Group is an established Legal Services firm providing multi-disciplinary support for the UK’s Professional Adviser community. Their expertise spans multiple areas of Law, Estate Planning, Finance and Tax matters. CTT Group is recognised as a leading figure in the industry due to their wealth of experience and technical knowledge in the legal and financial sectors.

CTT Group is made up of six areas:

CTT Tax and Trust: a premium support system for the Professional Adviser community, providing professional executor and Trustee services. They specialise in Estate Planning, Tax and Trust matters and have a wealth of knowledge and experience in delivering the right solutions for your clients.
CTT Accountancy: A newly established Accountancy firm that will work in partnership with you and your business. CTT Accountancy is a practice of highly skilled and experienced accountants with expertise in trust matters, uniquely positioned to offer your clients a range of accounting services, whatever their needs.
CTT Legal: Providing innovative and modern solutions to even the most complex legal problems. CTT Legal offer comprehensive Legal advice alongside CTT Law; an SRA-regulated law firm and strategic partner of CTT Group.
CTT Private Client: Offering individual professional advice to high-net-worth individuals with various financial situations. Their specialist team have a wealth of knowledge and will work with you to understand your requirements and provide bespoke advice.
CTT Legacy Software: Ground-breaking legal software that will change how you work. Legacy was explicitly designed with you and your business in mind, so it will seamlessly align with your needs. It can also be tailored to suit your business needs, giving you complete control over your client journey.
CTT Professional Services: A specialised knowledge hub designed for the Professional Adviser community and CTT Group members. The Professional Services team will provide you with a bespoke training and support package to suit any business.
Click here for more information: https://ctt-group.co.uk/
Contact: CTT Group Tel: 01926 514 390 Email: [email protected] Address: CTT Group, Gales House 62 Kenilworth road Leamington Spa CV32 6JX

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