Our bespoke training courses are designed for estate planners with the knowledge to promote a Family Asset Protection Trust (also known as a "Lifetime Asset Trust").
Our Consultant Course will provide you with a hands-on approach to the needs of the client and a depth of knowledge regarding our products. The training covers different Trust products we offer, including the FAPT and the FAPT+ Trusts. (FAPT works within the NRB while the FAPT+ allows estates above the NRB, whilst still allowing the use of the RNRB if required).
In addition, sales ideas, as well as technical knowledge, will be discussed.
The training is designed to be interactive.
Venue: Head Office, Warrington
Timings: 11am - 4pm
Lunch is provided
Please go to the Course Booking page for more details.