According to a statement, demand for estate planning is rapidly growing, and advisers will need to begin offering these services to remain relevant.
The new EPAdvantage ‘Real Life Estate Plans’ course – launched by SuperCentral and Townsends Lawyers – was launched to provide advisers with a growth path to integrating estate planning, the statement said.
“The course was developed in response to the many advisers who asked us for a practical training course in estate planning. The ‘scenario-based’ course is designed to impart the hands-on knowledge and skills advisers need to confidently address the real life client scenarios they are met with on a regular basis,” said Peter Townsend, managing director of SuperCentral.
“This course completes our EPAdvantage Estate Planning Program, an end-to-end solution that gives advisers immediate access to everything they need to provide a holistic, cost-effective and professional estate planning service, with particular focus on mitigating adviser risk.”
The course will be delivered by specialist solicitors from Townsends Lawyers, and scheduled to start 23 March 2017, the statement said.
This is really a 101 basic level of advice, sorry I just cannot get excited around this, it is not news at all but something that EVERY adviser should do as part of there process, if your not, then have a look at yourself and your level of education within the industry
VERY EXCITING – Cannot wait to start on this one. Great to see a positive thing happening in our industry.