Real Life Estate Plans Course
The time is right… now!
In response to the many advisers who have asked us for a practical training course in estate planning, this ‘scenario- based’ course is designed to address the most common estate plans, covering the needs of the majority of clients.
Comprising of eight modules, each module 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.
By the end of the course you will gain key skills to confidently deal with the clients who come to you for their estate planning requirements.
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.
The EPAdvantage 'Real Life Estate Plans' Course is currently undergoing accreditation process with the Financial Planning Association of Australia (FPA) and CPD points will be available upon successful completion of the course.
** Inclusive of GST.
If your firm is a SUPERCentral Member or an EPAdvantage Member special pricing applies.
Please call us on 02 8296 6266 for further details.