HERE IS WHAT SOME OF OUR PAST PARTICIPANTS SAID:
“It has been a sensational course.”
“Loving the course. The boys are presenting well
and the overall structure is great!”
“This is an excellent course which covers most
issues with explanations. Very thorough and
informative... it reinforced and greatly added
to my knowledge of options and built my
confidence when discussing estate planning
“These sessions are great and well delivered
by Peter, Michael and Brian. The content is
spot on and certainly tailored to a practical
approach when discussing needs and solution
with clients. I appreciated the sharing of the
real life examples. The sessions highlight the
need for clients to complete well-worded
documents to ensure seamless intergenerational
transfer that is hopefully without disruption.”
“The application of concepts to practical
examples is a really strong feature of
the delivery style.”
“The knowledge of the presenters is
second to none.”
Real Life Estate Plans Course
The time is right… now!
NEXT START DATE: 21 September 2017
In response to the many advisers who have asked us for a practical training course in estate planning, this online ‘scenario- based’ course is designed to address the most common estate plans, covering the needs of the majority of clients.
Comprising of 10 modules, each of the nine modules will review a common client scenario and discuss the estate planning options with particular emphasis on answering the usual questions that the client’s circumstances raise.
The tenth module covers the market potential, how to harness that potential and seamlessly grow your estate planning practice.
By the end of the course you will strengthen your working knowledge to confidently engage with clients who come to you for their estate planning requirements, as well as estate planning professionals.
There hasn't been a better time to integrate estate planning into your practice as Australia enters the greatest period of inter-generational wealth transfer in history. So the time is right now to take action and improve your capacity and capability in this growing area.
For detailed information please click on the course brochure below.
CPD POINTS / CERTIFICATION
The EPAdvantage 'Real Life Estate Plans' Course has received accreditation from the Financial Planning Association of Australia (FPA) for 18 hours of CPD.
Accountants and other professionals will also be able to self-assess to the extent of 18 hours/points of CPD.
At the successful completion of the course you will become a certified estate planning professional in the EPAdvantage Estate Planning Program.
If your firm is a SUPERCentral Member or you are already an EPAdvantage Member special pricing applies.
Please call us on 02 8296 6266 for further details.
** Inclusive of GST.