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Advisors play a key role in both planning and executing estate strategies, which requires a deep understanding of the legal and financial processes following a client’s death. By developing your expertise in estate administration, you gain a holistic perspective on estate management enabling you to offer practical, informed advice throughout the estate planning process.

While this knowledge is imperative to giving clients solid advice, it will also enable you to anticipate and mitigate potential administrative issues, ensuring smoother execution of estate plans. Guide clients through these challenges with care, build trust and foster deeper relationships to address both their immediate financial needs and long-term estate goals.

Who should enrol?

  • Investment advisors
  • Financial advisors
  • Financial planners
  • Private bankers
  • Mutual fund representatives
  • Life insurance specialists