Estate planning accreditation course

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Make sure your clients have their estate affairs in order!

Estate planning is about more than having a valid Will. Your clients need a thorough estate plan to make sure their wealth is distributed in line with their wishes, when they pass away.

Presented by one of our senior estate planning lawyers, our one-day program ‘Estate planning for advisers – a practical course’ will help you:

  • discuss estate planning issues, options and solutions with your clients
  • entrench estate planning as a necessary and core part of your client engagement model
  • use estate planning as an opportunity to secure the future of your business.

This course qualifies for 10.75 FPA CPD points.

Our next course is scheduled to take place in 2018 (date to be confirmed).

For information on upcoming programs, please call us on 1800 882 218.

By having an estate plan in place, you can be sure that your assets will be managed and distributed the way you want and in the most tax-effective manner.