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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.

Two people smiling whilst looking at a computer screen of estate planning software

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.

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