Estate planning training for advisers - University and Financial Planning Association accreditation

Cleardocs is developing a range of online estate planning document packages. Professional advisers - especially Members of the Financial Planning Association - who are interested in helping clients with estate planning are likely to be interested in new estate planning courses - which the Cleardocs estate planning document packages will support.

In developing our range of estate planning document packages, Cleardocs is working with representatives and partners of Estplan Pty Ltd. Estplan provides a 2 day estate planning course for professional advisers - with the option to go on and complete the last 4 days of the 6 day undergraduate estate planning subject at the University of Technology, Sydney (UTS).

Any adviser:
• who completes the 2 day course, receives an Estplan General Practitioners Certificate - they are also entitled (on conditions UTS sets and as long as they are not a current UTS student) to progress to the 6 day course; and
• who completes the UTS 6 day course, earns a UTS certificate of completion of the subject. If the adviser is a member of the Financial Planning Association (FPA), then they are eligible to work toward an FPA specialist designation of "Accredited Estate Planning Strategist".

The courses are in all capital cities and can be customised for, and delivered in, your organisation.
Although it will be some time before Cleardocs launches estate planning documents, we wanted you to know about this Estplan course to help you prepare.