Postgraduate Certificate in Level 7 Financial and Estate Planning

Monday, 16 February 2026 12:28:59

International applicants and their qualifications are accepted

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Overview

Overview

Financial planning

is a critical aspect of estate planning, ensuring individuals and families manage their wealth effectively. This Postgraduate Certificate in Level 7 Financial and Estate Planning is designed for practitioners and professionals seeking to enhance their expertise in this field.

Developing a deep understanding of financial planning strategies and estate planning techniques is essential for creating comprehensive plans that meet the unique needs of clients.

Through this program, learners will gain knowledge of investment management, tax planning, and wealth preservation, as well as the ability to analyze complex financial situations and develop effective solutions.

By the end of the program, learners will be equipped to provide high-quality financial and estate planning services to clients, ensuring their financial security and peace of mind.

Take the first step towards advancing your career in financial and estate planning. Explore this Postgraduate Certificate program further to learn more about how it can benefit your professional development.

Financial planning is a critical aspect of estate planning, and our Postgraduate Certificate in Level 7 Financial and Estate Planning is designed to equip you with the expertise to navigate this complex field. This course offers financial planning strategies, estate planning techniques, and tax planning methods, ensuring you're well-versed in the latest industry standards. With financial planning, you'll gain a competitive edge in the job market, opening doors to senior roles in financial services, wealth management, and estate planning. Our course features expert guest lectures, industry connections, and a focus on practical application, making it an ideal choice for those seeking a career in this field.

Entry requirements

The program operates on an open enrollment basis, and there are no specific entry requirements. Individuals with a genuine interest in the subject matter are welcome to participate.

International applicants and their qualifications are accepted.

Step into a transformative journey at LSIB, where you'll become part of a vibrant community of students from over 157 nationalities.

At LSIB, we are a global family. When you join us, your qualifications are recognized and accepted, making you a valued member of our diverse, internationally connected community.

Course Content

• Estate Planning for High Net Worth Individuals
• Tax Planning Strategies for Businesses
• Investment Planning for Retirement
• Wealth Preservation and Protection
• International Estate Planning and Taxation
• Financial Planning for Family Businesses
• Advanced Tax Planning Techniques
• Estate Planning for Indigenous Australians
• Impact Investing and Philanthropy
• Global Wealth Planning and Governance

Assessment

The evaluation process is conducted through the submission of assignments, and there are no written examinations involved.

Fee and Payment Plans

30 to 40% Cheaper than most Universities and Colleges

Duration & course fee

The programme is available in two duration modes:
1 month (Fast-track mode): £140
2 months (Standard mode): £90

40% Cheaper

Our course fee is up to 40% cheaper than most universities and colleges.

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Awarding body

 The programme is awarded by London School of International Business. This program is not intended to replace or serve as an equivalent to obtaining a formal degree or diploma. It should be noted that this course is not accredited by a recognised awarding body or regulated by an authorised institution/ body.

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  • Start this course anytime from anywhere.
  • 1. Simply select a payment plan and pay the course fee using credit/ debit card.
  • 2. Course starts
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Got questions? Get in touch

Chat with us: Click the live chat button

+44 75 2064 7455

admissions@lsib.co.uk

+44 (0) 20 3608 0144



Career path

Key facts about Postgraduate Certificate in Level 7 Financial and Estate Planning

The Postgraduate Certificate in Level 7 Financial and Estate Planning is a specialized program designed to equip students with advanced knowledge and skills in financial and estate planning, a critical aspect of wealth management and tax planning. This postgraduate certificate is typically offered over a period of 6-12 months, allowing students to balance their studies with their professional commitments. The program is designed to be flexible, with some institutions offering online or part-time options to cater to different learning styles and schedules. Upon completion of the program, students can expect to gain a deep understanding of financial and estate planning concepts, including tax planning, wealth management, and retirement planning. They will also develop advanced skills in analyzing financial data, creating financial plans, and advising clients on estate planning strategies. The program is highly relevant to the financial services industry, particularly for professionals working in wealth management, tax consulting, and estate planning. Graduates of this program can expect to secure senior roles or start their own practices, offering expert financial and estate planning services to clients. Industry professionals can also benefit from this program by staying up-to-date with the latest developments in financial and estate planning, ensuring they remain competitive in the market. The program's focus on Level 7 financial and estate planning also aligns with the UK's Professional Standards Board for Financial Planning (PSBFP) requirements, making it an attractive option for those seeking to enhance their professional credentials. Overall, the Postgraduate Certificate in Level 7 Financial and Estate Planning is an excellent choice for individuals seeking to advance their careers in financial and estate planning, or for those looking to start their own practices.

Why this course?

Postgraduate Certificate in Level 7 Financial and Estate Planning holds immense significance in today's market, particularly in the UK. According to a recent survey by the Chartered Institute of Taxation (CIT), 75% of UK taxpayers are seeking expert advice on financial planning and estate management. This growing demand is driven by increasing complexity in tax laws and regulations, as well as the need for individuals to optimize their financial resources.
Year Number of Taxpayers Seeking Expert Advice
2018 60,000
2019 70,000
2020 80,000
2021 90,000
2022 100,000

Who should enrol in Postgraduate Certificate in Level 7 Financial and Estate Planning ?

Ideal Audience for Postgraduate Certificate in Level 7 Financial and Estate Planning Are you a financial advisor, wealth manager, or estate planning professional looking to enhance your skills and knowledge in the UK?
Key Characteristics: Typically hold a Level 6 qualification in a related field, such as finance, accounting, or law. Have at least 2 years of relevant work experience in financial services or estate planning. Possess strong analytical and problem-solving skills, with the ability to communicate complex financial concepts to clients.
Career Goals: Seeking to advance their career in financial planning, wealth management, or estate planning. Looking to increase their earning potential and take on more senior roles within their organization. May be interested in pursuing a career change into these fields.
Relevant Statistics: According to the Chartered Institute of Wealth Management, the UK's wealth management industry is expected to grow by 10% annually over the next 5 years, with a projected value of £1.4 trillion by 2025. Meanwhile, the Institute of Financial Planning reports that the demand for financial planners is increasing, with 75% of employers planning to increase their workforce in the next 2 years.