Delivered by Brodies’ top-ranked Personal and Family team, our sessions give enthusiastic professionals involved in advising individuals on their financial affairs, from graduate-level up to eight years’ experience, the opportunity to extend their depth of knowledge, breadth of skills, and range of contacts, from the very start of their careers.

Our training sessions are specifically designed to ensure that all Chartered Institute for Securities & Investment (CISI) and Chartered Insurance Institute (CII) members are able to record their attendance as Continuing Professional Development (CPD) helping them achieve their mandatory CPD requirements. 

These free seminars are held in our Edinburgh, Glasgow and Aberdeen offices. Our sessions will cover a range of legal aspects relevant to those advising individuals on their financial affairs including in relation to wills, power of attorney, inheritance tax, legal rights, pre/post nuptial agreements and divorce and separation. 


Brodies Personal and Family Academy is open to all involved in advising individuals on their financial affairs including private wealth advisers, accountants and private bankers.


Our unique programme provides an invaluable opportunity for junior professionals to improve on-the-job performance and the opportunity to network and build lasting relationships.


Our first programme will include the below sessions:

Estate planning:  the role of the will and power of attorney 

Destructive forces in financial planning and how to mitigate them

Estate planning and associated risks: practical examples and the importance of collaboration

Our ongoing programme is flexible, and it is important for us to ensure that the topics covered reflect your business needs. As such, we welcome suggestions for other topics that you think would be beneficial to include.


If you are interested in being a part of Brodies Personal and Family Academy, please contact brodiesacademy@brodies.com