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A will is a fundamental estate planning tool designed to facilitate the transfer of assets from the testator to the beneficiary. It plays a crucial role in the effective management of a client’s wealth, ensuring that their assets are distributed according to their wishes. As a financial advisor, your ability to guide clients through conversations pertaining to their will can significantly impact the effectiveness of their long-term financial strategies.

As essential instruments in the broader framework of estate planning and wealth transfer, wills often involve intricate legal and financial concepts. Gaining expertise in this area is important due to the complex, nuanced, and highly personal nature of estate planning. By educating your clients on the importance of a will, you empower them to take control of their financial legacies and protect their loved ones.

Who should enrol?

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