Advanced Professional Course
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12 weeks · Next intake to be confirmed
Programs · Advanced Professional Course
Program overview
Estate Planning & Trusts Certification
Advise on succession and wealth management with a specialist credential in estate planning and trusts.
Overview
Key facts
- Qualification
- Advanced Professional Course
- Duration
- 12 weeks
- Entry requirement
- Open entry
- Format
- Hybrid
- Credential
- Certificate
- Accreditation
- Credence Institute certification
About this program
Estate Planning and Trusts Certification is a specialist credential for legal, tax and financial professionals advising on succession and wealth management. It covers will drafting and validity, intestacy, trust structures and trustee duties, family and business succession planning, tax considerations in wealth transfer, cross-border and diaspora estate issues and the advisory conversations that surround family wealth. A growing advisory market with few credentialed practitioners.
(opens full size in a new tab)Who should apply
- Legal professionals
- Tax professionals
- Financial professionals
What you leave with
The Estate Planning and Trusts Certification, a specialist credential for advising on succession and wealth management.
Where it can take you
- Advising on succession and wealth management
- Drafting wills and advising on trust structures and trustee duties
- Advising on cross-border and diaspora estate issues
The award
On passing the assessment you receive a certificate for this Advanced Professional Course program. Verification arrangements for this program are stated at enrollment. Issued under Credence Institute certification.
Who teaches it
If you want to know who leads this program before you apply, ask us and we will tell you.
Paying for someone else?
If you are funding someone else’s studies, here is what you are paying for. Estate Planning & Trusts Certification is an Advanced Professional Course program taking 12 weeks, examined and credentialed, and issued with a certificate that any employer can verify publicly at any time. It prepares the learner for advising on succession and wealth management, drafting wills and advising on trust structures and trustee duties, and advising on cross-border and diaspora estate issues. With the learner’s consent we will confirm enrollment, attendance and completion to you in writing at each stage.
Intakes
Next intakes
Dates for the next cohorts are being confirmed. An advisor can tell you when this program next runs, and put you on the list for it.
Ask an advisor about datesFees and payment
Multiple payment options are available, with installments on programs of six weeks and longer. Employers can be invoiced directly against a purchase order or a letter of undertaking.
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