The Art of Estate Planning Course
Worth 5 CPD Points
Accredited with the FPA
(this does not constitute the FPA's endorsement)
Ready when you are
The only estate planning course you'll need
Designed for Advisers and Accountants
When I bring up that difficult conversation about our own demise I want to make sure I handle it with empathy and understanding.
I want to help my clients make good financial decisions around transferring generational wealth so their hard-earned money winds up in the right hands and is not eaten away by the tax.
I’ve been burnt by lawyers before. I need to find a good one I can partner with so I can be a better advocate for my clients.
I’m worried about how I can grow my practice with the pressure on margins. I’m ready to explore other revenue streams.
I know I have to do something but don’t have time to create everything from scratch.
I need to be held accountable and need a push to make it happen.
If you already know this is something you want to do – why wait?
Five modules with mini masterclasses
Step-by-step video and text instructions, broken down into bite-sized bits of information, including the exact process I use.
BONUS Expert Masterclasses
within the Facebook Group
Hand-selected experts to share their insights alongside the course.
Workbooks, downloads, examples, and checklists
Chock full of useful and actionable instructions, tips, and advice.
BONUS Testamentary Trust Starter Pack (worth $300)
With client materials designed to sell the benefits of Testamentary Trusts.
Includes fact sheets and videos.
Live Monthly Q&A in the Facebook group
Can’t make it live?
No problem - send in your question and I’ll cover it.
12 weeks of Group Mentoring by me
Get 12 weeks of guided implementation support while you do the course.
After that, it’s $49 per month.
A great way to make sure your Estate Planning offer gets done.
There's no other program like this
Loads of practical resources and step-by-step guides that show you how to set up an estate planning solution in your business.
Here’s a peek at what’s inside
Click here to see the full Art of Estate Planning Course framework