SUPERCentral launches estate planning course
Online platform provider of wealth management services for advisers, SUPERCentral, and Townsend Lawyers have launched a new estate planning course for advisers to meet the growing needs of the intergenerational wealth transfer demand.
The EPAdvantage ‘Real Life Estate Plans’ course, which was recently launched for financial planners and accountants would be delivered by specialist solicitors from Townsends Lawyers and was due to begin on 23 March.
SUPERCentral managing director, Peter Townsend, said the course completed the EPAdvantage Estate Planning program, which was an end-to-end solution for advisers to provide holistic estate planning services, with a particular focus on mitigating adviser risk.
“This course was developed in response to the many advisers who asked us for a practical training course in estate planning,” Townsend said.
“The ‘scenario-based’ course is designed to impart the hands-on knowledge and skills advisers need to confidently address the ‘real-life’ client scenarios they are met with on a regular basis.”
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