SWWEPP Wills & Estate Planning Certificate Course
The SWWEPP Wills and Estate Planning Certificate course is now in its 27th successful year, and year on year, more students are signing up to this course as a ‘fast-
Through this course you will learn that only by taking good clear instructions can you ever hope to produce a clear and unambiguous Will that reflects the client’s wishes. It will also give you a good grounding on trusts, especially the basic trusts in use today in most Wills, nil rate band discretionary trusts, IOU trusts and property trusts among others. For the full syllabus, please see the attached PDF below.
The fee for the course covers all four days, all refreshments and lunches as well as notes and the exam. It does not cover accommodation.
An examination follows the course in the form of an open book exam and can be taken at a time and place of your choosing (office hours only). This exam is sent to you via email and you have 3 hours to complete and return it for marking. It gets sent away to an external examiner and your result will then be emailed to you once it comes back. We say to allow at least 3 weeks but it does depend on the examiner’s workload. Full instructions for sitting the exam will be given during the course.
Please note there is no formal qualification with this course, but on completion of the course and passing the exam you will get a Certificate of Achievement.
*THIS COURSE RELATES TO THE LAW AS IT APPLIES IN ENGLAND AND WALES AND DOES NOT COVER SCOTTISH LAW*
Dates for 2024:
Please do not book any accommodation or travel until your booking has been confirmed in writing from the College Administrator
The SWWEPP Wills and Estate Planning Certificate meets the requirements for Personal Finance Society Fellowship Recognition. This entitles financial advisers who have successfully completed the SWWEPP Wills and Estate Planning Certificate to apply for one set of 15 PFS membership credits. See here for more details.
“I’ve got to say that I was extremely impressed by the professionalism of the Company and Tutor, Siobhan. Everything from the venue, food and refreshments to the course content and Tutor was excellent and I would be very proud to have such a successful friendly team.” – BN
“Thank you for providing such a professional and worthwhile course! I learned a lot and all my needs were provided for educationally etc and thank you for being so welcoming and supportive all that week.” – AK
“The course fully met my expectations. Staff were fantastic overall and the catering was excellent.” – RS
Accommodation is not included in the course cost.Download Course Details (PDF)