Course By: Growth in Motion
ABOUT THE COURSE
CPD Accreditation detail
Professional Body: IOBSA
CPD hour allocation: CPD Hours (online learning): 2 CPD hours
CPD Accreditation Number: IOB158
COURSE DESCRIPTION
Understand the basics of the drafting of a valid will and the advice advisors should give to clients in the absence thereof. Learners will gain sufficient and appropriate knowledge and understanding of:
- Why should your client have a will
- Who can make a will
- Who can assist in drafting a will
- Who can witness a will
- Checks to be done when drafting a will
- Amendments and additions to a will
- Intestate succession
- Case studies
