Psychopomp: Leading the Legacy (online course)

10 Hours CPD



Much like the spirit, it is your role to guide your client through a proper estate plan. Every client and every family and every situation will be different, and only through a proper understanding of their individual needs and how best to serve them can you effectively achieve this.

This practical hands-on course takes a pragmatic approach to estate planning and getting your clients affairs in order. This course slips neatly into our existing range of Estate Planning Courses and serves as the perfect follow-up to our SWWEPP Wills and Estate Planning Certificate course teaching you through practical scenarios to begin properly applying the knowledge you have gained.

Set at an introductory/intermediary level, the course goes step-by-step through the following processes:

  • Assessing the client’s needs: capacity, liabilities, ambitions;
  • Formulating a draft plan: combining both lifetime and Will planning; what to include in the Will: beneficiaries, formalities, risks;
  • Will trusts and practical considerations: IHT, control, storage;
  • Lifetime planning and gifts: tax, trusteeship, outcomes;
  • How to set up a trust: processes, partners, appointments;
  • Bringing it all together: case studies.

Through the practical elements of this course you will develop a far better understanding of Estate Planning at a higher level.

This course has now gone live and is available as your next step following the SWWEPP Certificate Course and is priced at £495 per student. You get 6 months in which to complete the course, after this time there will be a charge of £150 to reactivate your account for a further 4 months.

If you are interested in booking this distance learning course, please contact Diane in the usual way at  Completion of the course is worth 10 CPD hours.