Estplan offers a range of customised courses and workshops to suit your teams needs. The courses are flexible, tailored and economical and you can talk to us about including an implementation workshop (link to page) for your customised course.

Courses are delivered by a team of technical experts (you choose from a panel of lecturers) and offer a defined pathway for adviser development. Additionally you can focus content to reflect and minimise your groups pain points.

Courses can focus on estate planning for increased client acquisition, to grow practice income and value, alleviate the threat of intergenerational fund transfers or address concerns due to an ageing client base.

Contact us for more information on 1300 ESTPLAN or send us an This e-mail address is being protected from spambots. You need JavaScript enabled to view it if you would like us to send you a brochure. An Estplan representative will be in touch shortly.