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The Private Client Passport

BPP Professional Education

Summary

Price
£1,246.80 inc VAT
Study method
Classroom
Duration
Full-time
Qualification
No formal qualification
CPD
18 CPD hours / points
CPD What's this?

Location & dates

Location

Address
Venue may change up to 14-days before the course start date
BPP University, St James Building, 79 Oxford Street
MANCHESTER
Lancashire
M16FQ
United Kingdom
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Address
Venue may change up to 14-days before the course start date’
9-10 Portland Place
West London
London
W1B1PR
United Kingdom
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Overview

Venue may change up to 14-days before the course start date. Enquire for dates.

The course will give you an essential grounding in the skills and knowledge needed to resource, market and develop a private client department. You will accumulate an in-depth knowledge of all areas of both contentious and non-contentious Private Client work

CPD

18 CPD hours / points
Accredited by The CPD Certification Service

Description

Day 1

By the end of this day you will be able to:

  • Demonstrate how to run and develop a profitable private client department
  • Identify the profile, demographics and professional conduct issues relevant to Private clients.
  • Understand the basic principles of capital taxation
  • Recognise the issues of mental capacity both in practice and in the context of the Mental Capacity Act to include LPA.s, Deputyship, Statutory Wills and Advance Directives

Day 2

By the end of this day you will be able to:

  • Draft a valid will
  • Demonstrate tax planning within wills

Day 3

By the end of this day you will be able to:

  • Describe the process of probate and the administration of estates to include claims against the estate, the use and constitution of trusts and post death variations of wills.
  • Understand funding of Care Costs and the implications for the family home

Venue may change up to 14-days before the course start date. Enquire for dates.

Questions and answers

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Legal information

This course is advertised on reed.co.uk by the Course Provider, whose terms and conditions apply. Purchases are made directly from the Course Provider, and as such, content and materials are supplied by the Course Provider directly. Reed is acting as agent and not reseller in relation to this course. Reed's only responsibility is to facilitate your payment for the course. It is your responsibility to review and agree to the Course Provider's terms and conditions and satisfy yourself as to the suitability of the course you intend to purchase. Reed will not have any responsibility for the content of the course and/or associated materials.

FAQs

Study method describes the format in which the course will be delivered. At Reed Courses, courses are delivered in a number of ways, including online courses, where the course content can be accessed online remotely, and classroom courses, where courses are delivered in person at a classroom venue.

CPD stands for Continuing Professional Development. If you work in certain professions or for certain companies, your employer may require you to complete a number of CPD hours or points, per year. You can find a range of CPD courses on Reed Courses, many of which can be completed online.

A regulated qualification is delivered by a learning institution which is regulated by a government body. In England, the government body which regulates courses is Ofqual. Ofqual regulated qualifications sit on the Regulated Qualifications Framework (RQF), which can help students understand how different qualifications in different fields compare to each other. The framework also helps students to understand what qualifications they need to progress towards a higher learning goal, such as a university degree or equivalent higher education award.

An endorsed course is a skills based course which has been checked over and approved by an independent awarding body. Endorsed courses are not regulated so do not result in a qualification - however, the student can usually purchase a certificate showing the awarding body's logo if they wish. Certain awarding bodies - such as Quality Licence Scheme and TQUK - have developed endorsement schemes as a way to help students select the best skills based courses for them.
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