The Art of Estate Planning Course

Worth 5 CPD Points
Accredited with the FPA
(this does not constitute the FPA's endorsement)

On-demand
learning
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.
Fully customisable.

BONUS Testamentary Trust Starter Pack (worth $300)
With client materials designed to sell the benefits of Testamentary Trusts.
Includes fact sheets and videos.
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
Invest in your estate planning service and get the complete roadmap on how to get it up and running
"This is a no brainer business decision" - John Cachia, Financial Adviser
FAQ
What you need to know
How long does it take?
How to finish the course
What do I get at the end?
Can I get CPD points?
What can I charge for Estate Planning?
What support do I get during the course?
Is it tax deductible?
