Affiliate membership with BEST is for those who have been in the industry for between 12-24 months. This membership level offers tailored support during the early stages of your career or business, providing you with the guidance and resources you need to establish a solid foundation for long-term success. As an Affiliate Member, you’ll gain access to essential tools and training opportunities to help you navigate the challenges of starting out in the Estate Planning industry. Our goal is to ensure you build the skills and confidence necessary to thrive and eventually progress to becoming a fully-fledged member of BEST.
Applying to become an Affiliate Member
As an Affiliate, you will be required to as a Member of the BEST Foundation if you:
- Have worked in estate planning for between 12-24 months.
- Attend a minimum of 50% of our monthly CPD webinars annually and provide evidence of your CPD records when requested.
- Provide details of your documents/processes to allow us to better understand you and your business.
- Attend periodic check ins with a member of our Advisory Board
- You’ll also have the opportunity to pay per module to attend our Development Pathway for those areas that you feel you could benefit from learning more on.
