Estate Planning and Trusts Certification
Certification for legal, tax, and financial professionals in succession and wealth management.
Key facts
- Qualification
- Advanced Professional Course
- Duration
- 12 weeks
- Delivery
- Online
- Status
- Live
- Next intake
- Fee
- Accreditation
- Credence Institute certification
- Entry requirement
- Open entry
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.
Who should apply
- Legal Tax and Financial Professionals
Where it can take you
- Estate Planning and Trusts Certification is a specialist credential for legal, tax and financial professionals advising on succession and wealth management.
What you leave with
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.
The award
On passing the assessment you receive a Advanced Professional Course. Verification arrangements for this program are stated at enrollment.
Credence Institute certification.
Who teaches it
Admissions and entry requirements
Paying for someone else?
If you are funding someone else’s studies, here is what you are paying for. Estate Planning and Trusts Certification is a Advanced Professional Course 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 Estate Planning and Trusts Certification is a specialist credential for legal, tax and financial professionals advising on succession and wealth management. . With the learner’s consent we will confirm enrollment, attendance and completion to you in writing at each stage.