Book a Consultation
We offer comprehensive training and support designed to work for you.
The process is tailored to your schedule, whether you’re looking to gradually retrain alongside other commitments or launch into it!
No matter where you are in the UK and what your circumstances are, you can learn everything you need to know about writing wills and estate planning – at your own pace.
Book a consultation today to discuss how we can help you reach your goals as a professional adviser.
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How to book a consultation with CTT
It's simple!
Choose a date and time convenient for you and submit your choice.
A member of our Partnership Team will contact you to confirm your appointment.
We'll also take this opportunity to introduce ourselves.
Meet our Partnership TeamOut of hours consultations
We understand that you may not always be able to attend a consultation during our normal hours.
We offer out of hours consultations to accommodate your schedule.
Please contact us to schedule an out of hours consultation.
Arrange an Out of Hours Call
What does a consultation cover?
The consultation begins with an Introduction to CTT, who we are, and what we do.
We’ll then discuss your knowledge, the training you need, the tools you will be using, your ambitions after the training, and how we can help you achieve those ambitions through professional growth.
Legacy Software demonstration
There will be a demonstration of our Legacy software. An overview of the intuitive system we have designed to help our members and their clients.
Case study examples
We’ll take you through an example case study of what you will gain with our training, and what’s possible by becoming a professional adviser.
And finally, we’ll have an upfront and transparent conversation on the pricing structure.