AD4: Financial Arrangements and Funeral Planning

Develop the skills to guide clients through financial support options, funeral planning and payment processes with confidence. This course provides essential knowledge on legal requirements, funeral plans and their impact, ensuring a seamless experience for both businesses and families. Learning outcomes:

• Learn to advise a client on how to apply for an appropriate benefit.
• Understand how all types of payments, including charitable donations, are processed by their own company.
• Understand the value of funeral planning to both the business and the consumer.
• Understand the legal requirements associated with the selling of funeral plans.
• Learn how a funeral plan affects the arrangements and administration of a funeral at the time of need.