Certificate in Probate and Estate Administration

Probate represents one of the biggest business opportunities to the accountancy profession in a generation, enabling you to create an additional revenue stream from new and existing clients.

In order to obtain authorisation from ICAEW, you must first attend a suitable training course and pass an assessment; although there are exemptions for those who have another qualification that meets all the learning objectives for probate. For more information on obtaining authorisation to undertaker probate work, please visit the ICAEW website here

Our Certificate in Probate and Estate Administration has already helped hundreds of firms acquire the training and accreditation needed to apply for a probate licence. Courses and assessment days are running throughout this year, but spaces are limited. Click on a link below to book onto a face-to-face course or for the online course click here.

Our Certificate in Probate and Estate Administration is made up of 2 parts:

> A two day course OR on-demand webinars
> A two hour assessment

The courses and assessments are held on different dates and you will need to book onto both separately if you wish to obtain the certificate. You can book the assessment here.

Note - you will need to attend both the course AND assessment day if you wish to obtain the certificate.

Course Overview

You can access the course through a number of mediums:

> Face-to-face courses – runs over 2 full days
> Watch the course on-demand with our most recent webinar recording.

The aim of the course is to provide a good understanding of the basics of probate and estate administration. You will also need to sit a separate assessment to demonstrate competence to enable you to apply for probate accreditation. 

CPD Course
New credit option for 2019

Our training courses credits could provide a more flexible payment option. Call 0116 258 1200 to find out more or visit our credits page.


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