Training
At CTT Group, we hold ourselves and our members to an exceptionally high standard. To this end, we provide a wide range of training courses suitable for all experience levels, so you can achieve excellence in every aspect of your chosen field.
Whether you’re an established Will Writer looking to specialise, an adviser who wants to diversify, or someone completely new to the industry, we can give you the knowledge and skills to take your career and provision to the next level.
Find out more about our Estate Planning and Will-Writing training courses below.
Beginners’ Training
Our affordable Foundation training programme caters to complete beginners with no prior experience in Will Writing or legal qualifications. It’s suitable for both newcomers to the industry and those professionals including Solicitors, Mortgage Brokers, Estate Planning Advisers or Financial Advisers looking to diversify their current service.
This programme covers all the essential learning and subject matter required to become a certified Will-Writer with scope to develop your expertise further with more advanced training.
All new CTT Group members are required to complete our 5-day Foundation course, followed within 6 months by the Will Writer to Estate Planner course.
Secure your place on the next Foundation course here.
Advanced Training
On completion of your Foundation training, you’ll be given access to CTT’s full range of advanced courses. These specialised training sessions build on your existing knowledge, allowing you to focus on a particular area within your chosen field and further develop your expertise.
We can advise you on the best training courses for you, so you can tailor your learning to meet your individual needs.
View our full range of advanced training course options here.
Free monthly webinars
All CTT members receive free access to our monthly webinars, hosted by CTT’s Technical Director, Spencer Tattam.
Boasting over a decade of professional experience as a Financial Adviser and holding a STEP Diploma in Trusts and Estates, Spencer has earned a well-established reputation for his technical know-how and is widely recognised as an industry-leading presenter.
Join Spencer each month for an insightful industry-focused webinar, delving into recent developments in legislation and unpicking challenging planning matters.
CTT Training Portal
Our Training Portal makes accessing our courses easy. With your own personal account and login, you can manage your bookings, keep track of training sessions, view test results, and chart your learning progress, all in one convenient location.
Login to CTT Training Portal or create a new Training Portal profile.
Remote training and peer support
All CTT courses are conducted online by our team of licensed professionals, so you can take part in training sessions at your convenience, wherever you are. Our courses and webinars are either compiled into various stand-alone sessions or are part of a wider module comprised of multiple sessions over a few days. These online sessions are conducted in groups, providing you with peer support and opportunities for networking.
Client Testimonial
Training FAQs
Yes, some of our courses are delivered over several days in 2–5-hour sessions.
If the course is not a stand-alone session, it is most likely part of a bigger module split into several sessions.
The Estate Planning Foundation Course comprises 5 half-day sessions and is compulsory for any new CTT advisors.
This course enables you to progress onto the Will Writer to Estate Planner training course within 6 months of completion. Find out more about becoming a CTT member here.
If you are struggling to decide on a suitable course and would like some advice, one of our dedicated CTT advisors would be happy to speak with you. Get in touch to receive guidance on our training pathways.
You can call us on 01926 514 390 to discuss our courses or you can fill in the contact form at the bottom of this page.
The Estate Planning Foundation Course comprises 5 half-day sessions and is compulsory for any new CTT advisors.
This course enables you to progress onto the Will Writer to Estate Planner training course within 6 months of completion. Find out more about becoming a CTT member here.
If you miss a session from our compusory Estate Planning Foundation Course, you will be required to redo the session whenever it is next available. You must attend all sessions to complete the Estate Planning Foundation Course.
We run our training sessions frequently throughout the year. So whether you miss sessions from a compulsory or non-compulsory module, you can always retake them.
Yes, our training sessions are completely remote via Zoom calls so that you can be access them from anywhere.
The training is usually carried out between 9 am and 2 pm across various days.
Yes, we welcome questions from our attendees and members during our training sessions and strongly encourage cameras to be turned on to help improve the levels of interaction amongst both the hosts and attendees.
We use Slido to create live polls, Q&A and live quizzes to engage with our participants.