BTWC Associate Academy

BTWC Associate Academy Training - Starting Wednesday 26th June 2024

Limited Spaces - Only £150+ VAT for all 4 Sessions

We are delighted to announce our next Associate Academy Training for June 2024. Register your spot to receive 6 hours of structured CPD training split into four bite size weekly sessions.

If you are looking to solidify your business offering in Estate Planning, or want to add additional revenue streams to your financial services business plus receive a professional accreditation to build authority and trust with your client base, then this is for you!

This online course is designed to provide an 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.

Session 1 - Wills and the Law of Succession - Weds 26th June

The first session focuses on Wills including the definition of a valid Will, Intestacy rules, legacies, the key roles within a Will and the actual signing of a Will.

Session 2 - How Trusts Can Benefit Your Clients - Weds 3rd July

Session 2 looks at the setting up of Trusts and the benefits these can have for your clients including Property Protective Trusts, Felxible Life Interest Trusts, Discretionary Will Trusts, Business Trusts and the impacts of Trusts on taxation.

Session 3 - Lasting Powers of Attorney - Weds 10th July

In Session 3 we look at Lasting Powers of Attorney or LPA's, the role of LPA's, the client relevance of an LPA, The OPG and registration process and Powers of Attorney and Scotland and Northern Ireland.

Session 4 - Estate Administration and Probate - Weds 17th July

The final session, Session 4 focuses on Estate Administration and Probate services, including the validity of a Will, the Probate process, the Distribution of assets and producing Estate Accounts.

Your Accreditation

BTWC Associate Academy Training - Certificate of Attendance

Your Certificate of Attendance & Next Steps

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.

Register Now - All 4 Sessions only £150+ VAT

You can also email us on enquiries@btwc.co.uk or call us on 01522 500823.  Spaces are limited so don't miss out on this exclusive opportunity!