Advanced Instruction Taking Course

5 Hours CPD

Advanced Instruction Taking Course

The Advanced Instruction Taking Course is aimed at experienced Estate Planners that have been in the industry from a few months to several years, and that want to take their instruction-taking skills to the next level.

  • Reduce Errors
  • Increase Referrals
  • Gain more job satisfaction
  • Improve client confidence

Taking client instructions IS a skill. It can be studied, practiced and improved so that errors are reduced, client confidence is raised, and job satisfaction is taken to new heights. Ultimately, the aim is to help you increase your income through increased competence and more referrals.

The most essential tool of your trade is your instruction form. It is the carpenter’s hammer and nails, the mechanic’s wrench and the surgeon’s scalpel. This course takes an in-depth look at the instruction forms you are using to provide practical means of making your job easier and the ultimate service you provide more thorough.

The key skill of instruction taking is communication. On this course, you will take a fresh look at this skill, and observe its component parts in a depth that can be used on a daily basis.

2019 Dates:

15th January

12th March

Don’t our word for it:

This course is interesting, interactive and a very clear presentation of some vitally important points. It is useful and relevant to every-day work. Thank you.


Very relaxed course – refreshing presentation of the information covered, informative and really well presented. Excellent!


Good venue, good lunch, good presenter – very worthwhile! Thank you.


Well presented, I gained a much firmer understanding of how important it is to improve the instruction-taking skills. Thank you.


I felt the presentation was very thorough, clear and interactive. There wasn’t a time when it became stale or uninteresting – very well presented.



Antony Brinkman has been an estate planner since 1999. He has appeared on radio and TV as a featured guest representing this industry, has been regional chair for the North West since 2014 and is currently the vice chairman of the Professional Standards Board, which he has been involved with since its inception in 2016. He has run four successful businesses in four different sectors, and his estate planning company has won multiple business awards.

Outside of work, he is a husband and father. Along with his family he contributes to several charities including The Truth About Drugs to educate the youth of today and thereby prevent the lost opportunities from lives that get destroyed by drug addiction.

He is also a fan of Genesis, but nobody is perfect.