Estplan has developed a General Practitioner Course which provides to provide an entry into estate planning for advisers - financial planners, lawyers and accountants. This is a 2 day workshop which provides a sound framework that integrates financial, legal and taxation knowledge to allow competent client advice in relation to estate planning. The General Practitioner Course puts the adviser on a path to reaching lead adviser competency. (Lead advisers typically get 70 % of the fees in an estate planning engagement).
It is the perfect course to gain an introduction to estate planning concepts, and also provides a detailed consideration of personal representation and succession focused estate administration risks and strategies.
The Estplan 2-day General Practitioner course is recognised as prior learning at the University of Technology Sydney (UTS) in their Faculty of Law’s comprehensive estate planning short course for professionals. The UTS:LAW estate planning course is offered in Sydney, Melbourne and Brisbane.
Graduates of the Estplan 2-day GP Estate Planning course can enrol in the final 4 days of the UTS:LAW 6-day course at a discounted rate. The UTS:LAW estate planning short course can be taken independently by financial planners, lawyers and accountants or as part of the Financial Planning Association’s Accredited Estate Planning Strategist (AEPS)® program.
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Click here for the Course Guide.
Estplan 2 Day Course Cost: $1195
Courses in 2012
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Sydney Wed 2 and Thurs 3 May Wed 5 and Thurs 6 September
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Melbourne Mon 28 and Tues 29 May Wed 22 and Thurs 23 August
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Brisbane Wed 10 and Thurs 11 October
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Adelaide Wed 6 and Thurs 7 June
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Perth Wed 1 and Thurs 2 August
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If you have any queries please contact us This e-mail address is being protected from spambots. You need JavaScript enabled to view it or ring 1300 ESTPLAN.
