SENDA Foundation Course
This training is the first of its kind in the UK. It is designed to be the starting point for you on your journey to understand the opportunities, nuances, complexities and pitfalls of financial and estate planning for SEND families.
Transforming the advice market in Special Needs Planning starts with you.
Video training included:
- Introduction
- Module 1 - Identifying the SEND client
- Module 1a - A SEND parent client's perspective
- Module 2 - A Blueprint for working with the SEND client
- Module 3 - Expert case study discussion
Course materials:
- SENDA Course Workbook
- SENDA Landscape Booklet
- SENDA Special Needs Planning Blueprint
- SENDA Adviser Signposting Sheet
