Location: Cardiff, United Kingdom
Course 1: 6-8 and 20-22 June 2016
Course 2: 31 October -4 November 2016
£4500 + VAT (Total to pay is £5400) includes all course materials and examination fees.
3 payments of £1500 + VAT (Total to pay £1800)
Your only investment is a £1500 advance payment to secure your place on the programme.
By the end of the course you will have produced an Exit Planning Report for your client and will have invoiced your client for this Report. At the present time, the market rate for a detailed Exit Planning Report is between £5000 and £6000.
The final payment is due when you graduate (your exam results are confirmed and your Exit Planning Report formally assessed and verified), by which time you should have received payment from your client.
Only then will you be awarded the certificate from the Cardiff Metropolitan University and the licence to practice from the Exit Planning Company.
|Module 1||What is transition planning?|
|Module 2||The Benefits of Transition Planning for Advisors|
|Module 3||Build a Team of Advisors|
|Module 4||Enhance Value of the client’s business|
|Module 5||Various Exit Alternatives|
|Module 6||Preparation of a Report|
|Module 7||Minimising Tax|
|Module 8||Wealth Management Plan|
|Module 9||Action Plan|