Training
We set our standards high and we expect all
of our Estate Planning Consultants to not only reach these standards,
but to excel beyond – and to maintain those levels with
constant updating of the industry, the law and methods of working
practices.
Our training plan takes the following route
and is constantly updated and revised to reflect current needs:
1. Extensive pre-course training reading material
– to be learnt not just read
2. Attend the first week’s residential training course
at The Will Writing Company’s training facility. Click
here to see what we cover
3. Take the Company’s tough examination on all subject matters.
4. Visit clients with current Estate Planning Consultants –
and your line Manager
*. To see the client meeting process 'live’
*To discuss pros and cons of work – we’ll tell you
the good and the bad (we don’t dodge questions)
5. Will writer software training at The Will Writing Company
head office
6. Pre paid Funeral Plan training
7. Out on live appointments with supervisor to assess standards
reached within one month of joining and to assess future
training needs
8. External examination part two within three months of joining
9. Organised compulsory national training meetings
10. Weekly contact with your line Manager
11. Local regional meetings with Managers, Trainers and colleagues
12. The Institute of Professional Will writers Examination –
a recognised national qualification and CPD
13. Ongoing training as necessary
* Reviewed regularly
* Ask for help whenever required
14. Line Manager will arrive unannounced on appointments with
you
15. Marketing training to help you serve your local community
16. Compulsory continued (CPD) professional development
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