SWWEPP Wills and Estate Planning Certificate

This course is now in its 19th successful year and each year more and more students are signing up to this course as a ‘fast-track’ entry into the Society and the profession. Each year the course is developed by college tutors to maintain itself as the most effective introduction to estate planning.

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.

The fee for the course covers the three days, all refreshments and lunches, notes and the exam.

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. Instructions for sitting the exam will be found at the front of your course note folder. This exam is taken online via our website and you are given 3 hours to complete it.

2017 Dates:

22^nd-24^th May – Fully Booked

17^th-19^th July – Fully Booked

14th-16th August – Fully Booked

18^th-20th  September – Fully Booked

23^rd-25^th October

27^th-29^th November

11^th-13^th December (NO 4th DAY)

FEEDBACK –

“All staff made me feel very welcome from the get go and the lunch and facilities are excellent.” – NB – 28/09/2016

“Would you please pass on my thanks to Brian, James and all those involved.  I thought the course was excellent, so much detail and all the handouts etc were of high quality….and the food was good!” – JH – 29/06/2016