Stepping Stones to Will Writing™

Testimonial - Chris Cant

Thanks Tina
I have to say in passing that the quality of the courses, and both John & Allen were first class. I am really glad I attended and will build my business with New Leaf which has a totally professional approach to Will Writing. I have attended many courses over a period of time and none come up to the standard and knowledge I have gained this week.

Kind regards
Chris

Testimonial - Wendy Amos

Hi Mark,
Becoming a professional Will writer has completely changed my business. The number of doors this profession is opening is just remarkable. Leads generated from networking are much easier and I have many local solicitor firms and IFA's all wanting to refer clients to me too! When I mention I am a Professional Will Writer, people are actually intrigued and ask me questions, I have never found this when I mention I'm a Financial Planner. Being a Will writer is now key to increasing the size of my client bank as I'm then able to offer mortgage advice, protection and GI sales as a result of gaining the clients trust, having already protected their estate in a Will. I would say this is an absolute MUST for any Financial Planner/Adviser within the New Leaf group. Many thanks Mark & Alan for fantastic support, this has to be one of the best decisions I've made for my financial services career to date!

Wendy Amos MSWW CeMAP CeRGI
Professional Will Writer

A Will writing course that will take you from no-experience or knowledge through to competent will writer status (CWR) with continuing supervision and monitoring.

The course will be a 6 day course.

5 days back to back Monday through to Friday.

The first 3 days will be purely academic and cover all of the theory involved in the will writing arena. These 3 days will cover the subject areas below and any other areas relevant to the open book test.

This will culminate with an Open Book test. We do not want to put anyone in an examination setting but we do need to assess whether the individual has the ability to source the relevant information from the text provided on the course.

The last 2 days will be practical application of knowledge.

Two highly qualified trainers with many years experience are involved in the project.

The system that you will be utilising for the will instruction and will writing process will be taught on the last two days.

There will be plenty of time for role play.

We will then carry on supervising and monitoring your performance on an on-going basis.

There will be a training ½ day event every other month at our head office, in order to keep CPD up to date.

You can either be a registered individual of New leaf or an appointed representative with your own trading style.

Requirements: You will need a lap top computer in order to work in this arena (minimum specification available on request).

Please use our contact form or call the office on 01702 431130 for prices and dates and availability.