Our Courses
CTT's broad range of estate planning courses offer training for advisers of all experience levels and disciplines.
From the Estate Planning Foundation Course, which is suitable for those completely new to the industry and CTT, to our more advanced training sessions that allow experienced practitioners to hone their specialisms.
All CTT training courses are delivered live online by CTT's expert in-house advisers. You can book tickets for any of CTT's upcoming courses using the buttons below.
1/4/2025
April: Estate Planning Foundation Course
Location:
Remote
Start Date:April 1, 2025
Time:09:30
29/4/2025
April: Advanced Planning Session 1 - IHT planning in later life for clients and how financial services can interact with estate planning
Location:
Remote
Start Date:April 29, 2025
Time:09:30
30/4/2025
April:: Advanced Planning: Session 2 - Planning for the Business Owner
Location:
Remote
Start Date:April 30, 2025
Time:09:30
12/5/2025
May: LPAs, Deputyship, Financial Assessments & Challenges
Location:
Remote
Start Date:May 12, 2025
Time:09:30
13/5/2025
May: Estate Planning Foundation Course
Location:
Remote
Start Date:May 13, 2025
Time:09:30
19/5/2025
May: Know your client – Risk, Capacity & Identity in Virtual Instruction Taking
Location:
Remote
Start Date:May 19, 2025
Time:09:30
10/6/2025
June: Estate Planning Foundation Course
Location:
Remote
Start Date:June 10, 2025
Time:09:30
24/6/2025
June: Will Writer to Estate Planner - Good to Great!
Location:
Remote
Start Date:June 24, 2025
Time:09:30
27/6/2025
June: Probate - The Estate Planner's Guide to Estate Administration
Location:
Remote
Start Date:June 27, 2025
Time:09:30
30/6/2025
June: The Complete Life Cycle of a Trust
Location:
Remote
Start Date:June 30, 2025
Time:09:30
8/7/2025
July: Estate Planning Foundation Course
Location:
Remote
Start Date:July 8, 2025
Time:09:30
6/8/2024
Estate Planning Foundation Course
Time:09:30
4/9/2024
November: Advanced Planning: Clients with Business Assets pt2 - Family Investment Companies and the use of Alphabet Shares
Time:09:30
6/9/2024
Know your client – Risk, Capacity & Identity in Virtual Instruction Taking
Time:09:30
9/9/2024
LPAs, Deputyship, Financial Assessments & Challenges
Time:09:30
10/9/2024
Estate Planning Foundation Course
Time:09:30
7/10/2024
October: Advanced Planning: Clients with Business Assets Session 1 - Three-Dimensional Estate Planning for Business Owners
Time:09:30
8/10/2024
October: Advanced Planning Session 2 - Corporate Ownership Planning Options: Advanced Planning: Clients with Business Assets pt2 - Family Investment Companies and the use of Alphabet Shares
Time:09:30
15/10/2024
October: Estate Planning Foundation Course: Estate Planning Foundation Course
Time:09:30
21/10/2024
Probate - The Estate Planner's Guide to Estate Administration
Time:09:30
4/11/2024
November: Advanced Planning: Clients with Business Assets Session 1 - Three-Dimensional Estate Planning for Business Owners
Time:09:30
12/11/2024
November: Estate Planning Foundation Course: Estate Planning Foundation Course
Time:09:30
25/11/2024
November: The Complete Life Cycle of a Trust: The Complete Life Cycle of a Trust
Time:09:30
26/11/2024
November: Will Writer to Estate Planner - Good to Great!: Will Writer to Estate Planner - Good to Great!
Time:09:30
10/12/2024
December Estate Planning Foundation Course: Estate Planning Foundation Course
Time:09:30
16/12/2024
December: Know your client – Risk, Capacity & Identity in Virtual Instruction Taking
Time:09:30
10/1/2025
test: TEST CALL - DO NOT PURCHASE A TICKET!
Time:11:00
14/1/2025
January Estate Planning Foundation Course: Estate Planning Foundation Course
Time:09:30
28/1/2025
January: LPAs, Deputyship, Financial Assessments & Challenges: LPAs, Deputyship, Financial Assessments & Challenges
Time:09:30
4/2/2025
February Estate Planning Foundation Course: Estate Planning Foundation Course
Time:09:30
28/2/2025
February: Probate - The Estate Planner's Guide to Estate Administration
Time:09:30
4/3/2025
March Estate Planning Foundation Course: Estate Planning Foundation Course
Time:09:30
25/3/2025
March: Will Writer to Estate Planner - Good to Great!
Time:09:30
31/3/2025
March: The Complete Life Cycle of a Trust
Time:09:30
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