Getting Started – an Introduction to Wills and Estate Planning Certificate Distance Learning Course
As is the aim of the College we regularly review and update the courses available to the experienced practitioner and those coming into the profession for the first time. The Introduction to Wills & Estate Planning is no exception; this course is by way of distance learning or correspondence and is a complete and comprehensive online course with online notes, questions for self assessment and exams. In addition to the online material you will be given access to a development board and your own tutor. They will be on hand to provide support throughout your duration of the course as and when you would like assistance.
It offers one2one learning through your tutor, via email and you can request a telephone or conference session if required. The Course is written in 4 Modules:
Module One covers the law of succession as it is today and ensures that you understand the processes involved.
There are 17 sections in Module One, and most sections end in a short essay type question or questions which will be marked by your tutor upon submission.
Module Two, comprises of three parts;
- Part One, covers IHT, at least what you need to know and understand when talking and advising your client. It does not go into tax for probate etc.
- Part Two, covers trusts, understanding trusts, primarily Will based trusts, how they work and why we use them and when to use them.
- Part Three, is about putting it all together, estate planning – using case scenarios and the options available to the client given his or her circumstances.
Module Three, covers Powers of Attorney, how they work, registration and not just LPA’s but also Enduring Powers of Attorney, as well as Ordinary Powers.
Module Four is a general Module, dealing with taking instructions, other issues that could and do arise and areas of general interest.
Please note that our courses cover English and Welsh law. They do not cover Scottish or Southern Irish law.
All four modules £595 (for a limited time)
Throughout the course you will be required to complete tutor assessed assignments.
You have 12 months to complete the course.
If you have any question please email [email protected]
This course is online only and no course material can be printed.
How do I book?
To book, email [email protected] with your full name, email address (if booking on behalf of somebody else), postal address and date of birth. She will send you an invoice and set you up on the first module.
What happens once I have booked?
Once you have booked onto the course this will be acknowledged by the College Administrator. She will send you an invoice for payment. Once we confirm receipt of payment then you will recieve two emails. One will be an invitation to the support board where you can download details, template documents and get additional help and support. The second email will be your invitation to begin the course. You can then follow an intuitive learning support system which will take you through the course.
What about if I have a question whilst doing the course?
You have three options. Firstly email the tutor directly on the learning system by going to your mail. Secondly use the support board to leave a question or comment (this will be public) or thirdly, please email Diane (College Administrator) for help.
This course material is based on the law of England and Wales.
Here is what others have said:
“I have totally enjoyed doing the course and it has given me so much confidence and a lot more Knowledge moving forward. So a Big Thank you to your self and your Team for the time and effort you have all put in.” PB