SENDA Foundation Course

LIBF-Accredited - 3 hours CPD

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
• Identifying the SEND client
• A SEND parent client's perspective
• A Blueprint for working with the SEND client
• Expert case study discussion

Course materials:

• Foundation Course Workbook
• SEND Landscape Booklet
• SENDA Special Needs Planning Blueprint
• SENDA Adviser Signposting Sheet
• Case Study overview

Outcomes from this course:

• LIBF-accredited certificate for 3 hours of CPD

• SENDA Community member

• 1 month free access to the SENDA Community membership

• Use of SENDA Community logo on agreement with logo usage Ts&Cs and ongoing SENDA Community membership fees

  Please note: Completing this course gives you a pre-certified, community member status and does not imply SENDA accreditation, endorsement, recommendation, or regulated advice status.