Experience the New Vanilla Academy: Estate Planning Courses For Advisors
29 Julio 2024 - 9:03AM
Business Wire
Vanilla continues its investment in the tools
and education that help advisors to empower a higher level of
estate planning.
Vanilla Technologies Inc., the company behind the leading estate
advisory platform, announces the relaunch of Vanilla Academy, the
first estate planning educational hub specifically designed for
financial advisors and planners. The updated offering features
free, on-demand continuing education, multimedia content, and a
range of downloadable guides and resources. Several of the courses
offer continuing education credit for CERTIFIED FINANCIAL PLANNER®
professionals. The new educational hub highlights the company’s
commitment to providing its customers and their clients not only
with the technology they need to create meaningful legacies, but
also the foundational knowledge to ensure those conversations are
happening at the very highest level.
Available today, the initial course offering includes:
- Estate Planning 101, a three-part
series
- Basis and Beyond: Estate Planning for
Non-Taxable Estates
- Advanced Strategies for Taxable Estates
- New Client Conversations with Steve
Lockshin
- How to Leverage Vanilla in Client
Conversations
- Additional tips and tricks on how to use
technology in estate planning
"Vanilla Academy’s relaunch represents a significant step
forward in our mission to empower advisors and estate planners with
the knowledge and skills they need to deliver outstanding service,"
said Gene Farrell, CEO of Vanilla. "We are committed to making
estate planning accessible and effective for everyone regardless of
wealth level, and the enhanced Vanilla Academy is a testament to
that commitment."
The curriculum of Vanilla Academy recognizes that advisors,
attorneys and planners all come to estate planning with varying
levels of knowledge and experience on the subject. It is designed
to meet the needs of professionals at all stages of expertise, with
courses ranging from foundational content to those that delve into
more complex use cases. Featuring insights offered by an impressive
roster of in-house experts as well as partners, Vanilla will
regularly add new courses to the curriculum, ranging from core
estate planning topics to soft skills like how to have challenging
conversations with clients.
“One of the biggest obstacles I’ve seen in scaling bespoke
estate planning within firms is simply the varied education and
confidence level of advisors. Vanilla Academy will be a tremendous
asset in helping ensure all advisors have a basic competency in
estate planning and are able to continually uplevel that competency
to provide additional value to clients,” said Patrick Carlson,
in-house counsel at Vanilla. Carlson is one of the featured
instructors in Vanilla Academy, and has extensive past experience
teaching estate planning to attorneys and financial advisors.
The launch of the new Vanilla Academy is a part of the company’s
new Summer School offering, which includes live courses and office
hours with subject matter experts. Currently, all Vanilla Academy
courses are available to any qualified advisor, planner or
attorney, though in the future, some courses will be reserved
strictly for Vanilla customers. For more information about Vanilla
Academy and to sign up for the upcoming courses and events, visit
https://www.justvanilla.com/vanilla-academy.
About Vanilla:
Vanilla is the world’s first Estate Advisory Platform,
purpose-built by advisors and estate professionals to help wealth
management firms deliver a holistic, modern estate planning
experience to their clients. With Vanilla, advisors, planners, and
estate attorneys can deliver differentiated advice, expand their
client relationships, win new business, and increase their ongoing
value by offering simplified, scalable estate analysis to every
client. Learn more about how Vanilla is reinventing the estate
planning experience end-to-end at www.justvanilla.com.
Certified Financial Planner Board of Standards Center for
Financial Planning, Inc. (CFP Board Center) owns and licenses to
Certified Financial Planner Board of Standards, Inc. the CFP®
certification mark, the CERTIFIED FINANCIAL PLANNER™ certification
mark, the CFP® (with plaque design) certification mark and the
CFP®(with flame design) certification mark in the United States,
which CFP Board authorizes use of by individuals who successfully
complete CFP Board’s initial and ongoing certification
requirements. CFP Board Center also owns and licenses to CFP Board
the CFP BOARD® service mark. Any marks owned by CFP Board Center
and licensed to CFP Board are used with permission.
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