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CTT Training Portal

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.

10/6/2025
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June: Estate Planning Foundation Course

Location:
Remote
Start Date:June 10, 2025
Time:09:30
24/6/2025
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June: Will Writer to Estate Planner - Good to Great!

Location:
Remote
Start Date:June 24, 2025
Time:09:30
27/6/2025
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June: Probate - The Estate Planner's Guide to Estate Administration

Location:
Remote
Start Date:June 27, 2025
Time:09:30
30/6/2025
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June: The Complete Life Cycle of a Trust

Location:
Remote
Start Date:June 30, 2025
Time:09:30
8/7/2025
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July: Estate Planning Foundation Course

Location:
Remote
Start Date:July 8, 2025
Time:09:30
5/8/2025
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August: Estate Planning Foundation Course

Location:
Remote
Start Date:August 5, 2025
Time:09:30
9/9/2025
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September: Estate Planning Foundation Course

Location:
Remote
Start Date:September 9, 2025
Time:09:30
23/9/2025
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September: Will Writer to Estate Planner - Good to Great!

Location:
Remote
Start Date:September 23, 2025
Time:09:30
7/10/2025
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October: Estate Planning Foundation Course

Location:
Remote
Start Date:October 7, 2025
Time:09:30
20/10/2025
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October: Probate - The Estate Planner's Guide to Estate Administration

Location:
Remote
Start Date:October 20, 2025
Time:09:30
11/11/2025
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November: Estate Planning Foundation Course

Location:
Remote
Start Date:November 11, 2025
Time:09:30
24/11/2025
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November: LPAs, Deputyship, Financial Assessments & Challenges

Location:
Remote
Start Date:November 24, 2025
Time:09:30
1/12/2025
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December: The Complete Life Cycle of a Trust

Location:
Remote
Start Date:December 1, 2025
Time:09:30
9/12/2025
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December: Estate Planning Foundation Course

Location:
Remote
Start Date:December 9, 2025
Time:09:30
26/7/2019
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September: Advanced Planning: Session 2 - Planning for the Business Owner

Time:09:30
2/12/2021
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September: Advanced Planning Session 1 - IHT planning in later life for clients and how financial services can interact with estate planning

Time:09:30
25/2/2023
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October: Advanced Planning: Clients with Business Assets pt2 - Family Investment Companies and the use of Alphabet Shares

Time:09:30
16/12/2023
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October: Advanced Planning: Clients with Business Assets Session 1 - Three-Dimensional Estate Planning for Business Owners

Time:09:30
6/8/2024
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Estate Planning Foundation Course

Time:09:30
4/9/2024
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November: Advanced Planning: Clients with Business Assets pt2 - Family Investment Companies and the use of Alphabet Shares

Time:09:30
6/9/2024
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Know your client – Risk, Capacity & Identity in Virtual Instruction Taking

Time:09:30
9/9/2024
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LPAs, Deputyship, Financial Assessments & Challenges

Time:09:30
10/9/2024
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Estate Planning Foundation Course

Time:09:30
7/10/2024
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October: Advanced Planning: Clients with Business Assets Session 1 - Three-Dimensional Estate Planning for Business Owners

Time:09:30
8/10/2024
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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
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October: Estate Planning Foundation Course: Estate Planning Foundation Course

Time:09:30
21/10/2024
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Probate - The Estate Planner's Guide to Estate Administration

Time:09:30
4/11/2024
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November: Advanced Planning: Clients with Business Assets Session 1 - Three-Dimensional Estate Planning for Business Owners

Time:09:30
12/11/2024
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November: Estate Planning Foundation Course: Estate Planning Foundation Course

Time:09:30
25/11/2024
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November: The Complete Life Cycle of a Trust: The Complete Life Cycle of a Trust

Time:09:30
26/11/2024
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November: Will Writer to Estate Planner - Good to Great!: Will Writer to Estate Planner - Good to Great!

Time:09:30
10/12/2024
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December Estate Planning Foundation Course: Estate Planning Foundation Course

Time:09:30
16/12/2024
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December: Know your client – Risk, Capacity & Identity in Virtual Instruction Taking

Time:09:30
16/12/2024
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September: Advanced Planning: Clients with Business Assets Session 1 - Three-Dimensional Estate Planning for Business Owners

Time:09:30
17/12/2024
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September: Advanced Planning: Session 2 - Planning for the Business Owner

Time:09:30
10/1/2025
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test: TEST CALL - DO NOT PURCHASE A TICKET!

Time:11:00
14/1/2025
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January Estate Planning Foundation Course: Estate Planning Foundation Course

Time:09:30
28/1/2025
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January: LPAs, Deputyship, Financial Assessments & Challenges: LPAs, Deputyship, Financial Assessments & Challenges

Time:09:30
4/2/2025
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February Estate Planning Foundation Course: Estate Planning Foundation Course

Time:09:30
28/2/2025
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February: Probate - The Estate Planner's Guide to Estate Administration

Time:09:30
4/3/2025
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March Estate Planning Foundation Course: Estate Planning Foundation Course

Time:09:30
25/3/2025
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March: Will Writer to Estate Planner - Good to Great!

Time:09:30
31/3/2025
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March: The Complete Life Cycle of a Trust

Time:09:30
1/4/2025
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April: Estate Planning Foundation Course

Time:09:30
29/4/2025
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April: Advanced Planning Session 1 - IHT planning in later life for clients and how financial services can interact with estate planning

Time:09:30
30/4/2025
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April:: Advanced Planning: Session 2 - Planning for the Business Owner

Time:09:30
12/5/2025
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May: LPAs, Deputyship, Financial Assessments & Challenges

Time:09:30
13/5/2025
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May: Estate Planning Foundation Course

Time:09:30

I found the course well presented, easy to follow and informative. The software seems well put together and easy to follow.

ANDREW GORDON

01

I found the course well presented, easy to follow and informative. The software seems well put together and easy to follow.

ANDREW GORDON

02
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