Estate Planning, Succession and Asset Protection

This course provides students with key estate planning knowledge and skills to provide clients a holistic financial and estate planning service.

The course deal with the practical application of how an adviser deals with other professionals including lawyers, accountants, tax advisers, etc to help manage the clients’ estate planning needs, … For more content click the Read More button below.This course provides students with key estate planning knowledge and skills to provide clients a holistic financial and estate planning service.

The course deal with the practical application of how an adviser deals with other professionals including lawyers, accountants, tax advisers, etc to help manage the clients’ estate planning needs, including issues related to succession planning and asset protection.

The course consists of a theoretical element and a practical case study element addressing issues facing clients and practitioners in the advice space.

It is a required course for professional accreditation. Read More