Nairobi, Kenya

254721214795

Estate Planning & Budgeting Training Course

Effective estate planning ensures that personal wealth, assets, and financial resources are managed responsibly and transferred according to an individual’s wishes. The Estate Planning & Bud...

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img 5 Days

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Accounting, Finance & Tax Management Trainings
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ONSITE OR VIRTUAL

6 upcoming sessions in the next 3 months

Oct 26 - Oct 30
Nov 09 - Nov 13
Nov 16 - Nov 20

+3 more

Programme Overview
Training Description

Who Should Attend

  • Individuals preparing for retirement
  • Investors and Property Owners
  • Financial Advisors and Wealth Managers
  • Estate Planners and Financial Consultants
  • Insurance Professionals
  • Investment Advisors and Portfolio Managers
  • Banking Professionals
  • Pension and Retirement Benefits Advisors
  • Accountants and Tax Professionals
  • Legal Professionals involved in succession and estate matters
  • Human Resource Managers managing executive benefits
Session Objectives
  • Understand the fundamental principles and importance of basic estate planning.
  • Learn about key estate planning documents, including wills and trusts.
  • Understand the role of beneficiary designations in estate planning.
  • Identify your basic estate planning needs based on your assets and family situation.
  • Learn about the potential costs associated with creating and maintaining an estate plan.
  • Develop strategies for budgeting for estate planning expenses.
About the Course


Effective estate planning ensures that personal wealth, assets, and financial resources are managed responsibly and transferred according to an individual’s wishes. The Estate Planning & Budgeting Training Course equips participants with practical knowledge and tools to develop comprehensive estate plans, manage future financial obligations, and make informed decisions about wealth preservation and succession.

This training course explores the key principles of estate planning, including asset management, inheritance planning, succession strategies, budgeting for estate-related expenses, tax considerations, risk management, and intergenerational wealth transfer. Participants will learn how to assess their financial position, organize assets, plan for future needs, and establish strategies that protect family and business interests.

 

Curriculum & Topics

8 Topics | 8 Sessions

  • play Workshop 1.1: N/A

  • play Workshop 2.1: N/A

  • play Workshop 3.1: N/A

  • play Workshop 4.1: N/A

  • play Workshop 5.1: N/A

  • play Workshop 6.1: N/A

  • play Workshop 7.1: N/A

  • play Workshop 8.1: N/A

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$ 1,000

Availability Calendar

Find a schedule that works for you. Click any available session to submit a booking.

Selected Session:
Delivery modes & Locations
Nairobi
Nairobi (1411)
O
On-Site (1405)
This Programme Includes

Certificate of completion

Training manual

10 O'clock Tea

Lunch

4 O'clock

Course Highlights

  • icon 5 Days Intensive Training

  • icon 8 Core Learning Topics

  • icon 8 Professional Sessions

  • icon Unknown Expert-led Delivery

FAQs

Frequently Asked Questions

Explore detailed answers to the most common questions about our platform and services.

How does Pebbles Institute bridge theory and practice?

Our curriculum is explicitly designed around actionable, real-world case studies and frameworks (such as IPSAS, GFS, and climate-smart agriculture models). Rather than relying purely on academic lectures, our programs utilize quantitative tools, interactive exercises, and strategic analytics to ensure immediate workplace application.

Payments can be made via bank transfer or bank draft payable to PB Institute of Research and Technology. For corporate-sponsored participants, a formal undertaking/Local Purchase Order (LPO) from the employer is required to secure a slot before the training commencement date.

Our primary residential and corporate training programs are hosted in premium, fully equipped conference facilities in Nairobi, Kenya. We also coordinate regional and international training locations depending on the specific cohort and organizational requirements. Exact venue details are communicated in your admission letter.

Most of our professional short courses are structured as intensive 5- or 10-day programs to minimize extended workplace absence while maximizing skill acquisition. We also offer compressed 1-to-3-day masterclasses.

Yes. We specialize in corporate capacity building. Corporate sponsorships and group registrations can be coordinated directly through our admissions team. We also offer customized, in-house versions of our courses if you have a team of five or more participants.

Registering is simple. Browse our training catalog, select your desired course, and click the "Book to Register" button. Fill out the brief registration form with your details, and a training coordinator will contact you within 24 hours to provide the admission letter and payment details.