The course was brilliant and any adviser would get immense value. The staff element cannot be understated. Although Sarah in our office is not specifically client facing, she runs the whole process and giving her this training has made her so much more confident.
Tim - Financial Adviser
I found The Art of Estate Planning course after following Tara on Instagram. The content is clear, concise and easy to digest. I really enjoyed the course and it has given me a much fuller understanding of the basics of estate planning. Tara is very passionate about what she does and I can recommend the course to anyone wanting to delve a bit deeper into estate planning options for their clients.
Andrew - Lawyer
I found the Art of Estate Planning course excellent. Tara presents the course with enthusiasm and has covered all the essential topics for financial advisers. The additional “tips and traps” that Tara offered as well as the worksheets have made this an invaluable tool for my business
John - Financial Adviser
Brilliant course that makes estate planning so accessible to all advisers. The best bit is that it also so helpful with regard to the integration into your business. We are big fans!
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