Training for Sole Traders and Small Companies
Once you have decided that you would like to train with us to become an Estate Planning Consultant then you will need to complete the following 5 steps:
Book your Training
The first step is to book your place on our Foundation training course. For those of you who are sole traders, or small company (companies with less than 4 people wanting to train with us) you will be required to attend our 2 day Foundation training course which is held locally to our offices in Kenilworth, and complete our online learning module.
There will be a set fee for the training day and a small charge per person for our Online Learning modules.
Choose your Contract
Work with us in the way that best suits you and your business
There are 4 different ways you can choose to work with Countrywide either as a Sole Trader or a Small Company and this will be reflected in your agreement with us.
Following the Countrywide Foundation Training Course, every Advisor working in association with Countrywide, must sign one of our Company Contracts agreeing to our Terms and Conditions prior to providing advice on our Products & Services.
There are 4 contracts available to you which are Contracts A, B, C and D.
Our Contracts at a Glance
One of the things you will need to consider when choosing which contract is right for your business is whether or not you wish to benefit from your clients knowing that you work "in association with" Countrywide Tax & Trust Corporation Ltd (CTTC) who adhere to the Step Will Writing Code. Contracts A, B & C allow you to do this.
Purchase Your Professional Indemnity Insurance Policy
Every Advisor working in partnership with Countrywide, must have Professional Indemnity Insurance in place, and this needs to be in place prior to commencing work and recommending our Products and Services to your clients.
Purchase the Countrywide Legacy Will Writing Software
In order for your Advisors to take Client instructions for Wills, Trusts and other legal products and services it is necessary to purchase our Will writing Software.
Please note: discounts are available for multiple inputting licences.
Become a Countrywide Member
Become a Countrywide Member and benefit from a wealth of resources, and be safe in the knowledge that your client's planning is 100% correct. We can offer Legal advice for any stage of the planning; from making recommendations, reviewing current Wills, to checking documents you have drafted either using our Software, or by other means.