SFEDI Enterprises Ltd. T/A SFEDI Awards · RQF Level 4
SFEDI Awards Level 4 Certificate In Carrying Out the Role of a Will Advisor (QCF)
You don’t just earn this. You learn to use it, one-to-one, on your own real work.
- LevelRQF Level 4
- Total credits22
- Units in this qualification14
Awarded by SFEDI Enterprises Ltd. T/A SFEDI Awards · on the Ofqual register
Start here
See how this course maps onto your role
Ten quick questions, one per Future Fluency, asked against this qualification rather than a generic one.
About 5 minutes · No card · Nothing to commit to
What you’ll learn
What each unit actually teaches you to do
These are the units SFEDI Enterprises Ltd. T/A SFEDI Awards registers against this qualification. It is a catalogue, not a syllabus. Which of them you take depends on the combination the qualification requires, and that is set by the awarding body rather than by us. Every unit here is regulated, and every one you earn is yours to keep.
Cultural Issues and DiversityReal unit · SFEDI Enterprises Ltd. T/A SFEDI Awards
What you'll be able to do
- Understand what is meant by diversity.
- Understand diversity within the workplace.
- Understand how to achieve a diverse client base.
Customer ServiceReal unit · SFEDI Enterprises Ltd. T/A SFEDI Awards
What you'll be able to do
- Understand how to deliver good customer service.
How to Conduct a Successful Instruction Taking MeetingReal unit · SFEDI Enterprises Ltd. T/A SFEDI Awards
What you'll be able to do
- Understand how to conduct a successful instruction taking meeting.
Introduction to Appointing Executors, Trustees and GuardiansReal unit · SFEDI Enterprises Ltd. T/A SFEDI Awards
What you'll be able to do
- Understand what is meant by an executor, trustee and guardian.
Introduction to Attestation Procedures and ClausesReal unit · SFEDI Enterprises Ltd. T/A SFEDI Awards
What you'll be able to do
- Understand the attestation of a will.
- Understand the process of the execution of a will.
Introduction to EthicsReal unit · SFEDI Enterprises Ltd. T/A SFEDI Awards
What you'll be able to do
- Understand the ethical considerations when dealing with clients.
- Understand how to conduct business ethically.
Introduction to IntestacyReal unit · SFEDI Enterprises Ltd. T/A SFEDI Awards
What you'll be able to do
- Understand what is meant by intestacy.
- Understand what is meant by the statutory trust created by intestacy.
- Understand what is meant by a commorientes situation.
Introduction to Lasting Powers of AttorneyReal unit · SFEDI Enterprises Ltd. T/A SFEDI Awards
What you'll be able to do
- Understand what is meant by a Lasting Power of Attorney.
- Understand how to make an application for a Lasting Power of Attorney.
Introduction to TrustsReal unit · SFEDI Enterprises Ltd. T/A SFEDI Awards
What you'll be able to do
- Understand what is meant by a trust.
- Understand the effects of a will trust for minors and other young people.
Introduction to What Happens When Someone DiesReal unit · SFEDI Enterprises Ltd. T/A SFEDI Awards
What you'll be able to do
- Understand the process to follow when someone dies at home.
- Understand the process of registering a death.
- Understand the process of arranging a funeral.
- Understand the process of arrangements that should be made after a funeral has taken place.
Introduction to the Disposal of an EstateReal unit · SFEDI Enterprises Ltd. T/A SFEDI Awards
What you'll be able to do
- Understand the disposal of an estate.
Introduction to the Law of WillsReal unit · SFEDI Enterprises Ltd. T/A SFEDI Awards
What you'll be able to do
- Understand what is meant by a will.
- Understand who is able to make a will.
- Understand the wording that is used in a standard will.
- Understand the process of revoking a will.
Marketing and Selling in a New BusinessReal unit · SFEDI Enterprises Ltd. T/A SFEDI Awards
What you'll be able to do
- Understand how to identify and meet customer needs in a new business, including conducting market research, analysing customer data, and developing strategies to satisfy customer requirements.
- Understand how to market products or services in a new business, including developing a marketing plan, selecting appropriate marketing channels, and creating effective marketing campaigns.
- Understand how to plan for selling products or services in a new business, including developing a sales strategy, setting sales targets, and training sales staff.
What Can and Cannot be Distributed by a WillReal unit · SFEDI Enterprises Ltd. T/A SFEDI Awards
What you'll be able to do
- Understand what can be distributed by a will.
The honest bit
You’ve started things before
Most courses were built for a room full of people who aren’t you. A cohort moves on whether or not your week allowed it, and by the third week the thing you’re behind on becomes the reason you stop opening it.
There’s no cohort here, and no timetable to fall behind. Before anything starts, Zavmo asks when you’re sharpest and how long you can realistically sit down for, then builds the sessions around those answers. A bad fortnight changes your pace. It doesn’t put you behind.
And you only pay once you start learning. Searching and planning are free, and you can cancel any time — so the cost of finding out is an afternoon, not a year.
Your passport
Every credit is a stamp you keep
Level 4 credits are regulated. They don’t vanish when a subscription ends or a website closes. They travel to any employer, and Zavmo keeps the map of what you’ve earned and what’s next.
Each stamp is a real unit registered against this qualification.
Who’d teach you this
The Evidence Evaluator
Assessor
Helps you show what you can actually do, gathering the evidence that proves it as you learn.
Meet all twelve tutorsWhere this connects
Where these credits take you
A qualification is never a dead end here. See the jobs its credits open, the national occupational standards its units map to, and the future skills they quietly build.
Where this can lead
Senior Legal Marketing Specialist
Your journey here isn't just a job; it's a chance to build a truly impactful career in a fascinating, challenging sector. We're committed to giving you the tools, support, and opportunities to grow, whether that's leading teams, becoming a deep subject matter expert, or even shaping the future of our firm's marketing strategy.
See the whole journey →Skills it covers
What the job actually needs. These are the standards the units are built against, in the words employers and awarding bodies already use for the work itself.
How you’ll actually learn this
One-to-one, on your own real work
A qualification is usually something done to you: sit the class, sit the exam, hope it sticks. Here it’s the opposite. You learn it one-to-one with a companion, on your own real work, and you keep going until you can use it, not just recall it.
Applied to your work in any of these jobs
- Remember
- Understand
- Apply
- Analyse
- Evaluate
- Create
Built for SFEDI Awards Level 4 Certificate In Carrying Out the Role of a Will Advisor (QCF)
14 units in this credential, in the order it lists them, awarded by SFEDI Enterprises Ltd. T/A SFEDI Awards.
- Cultural Issues and Diversity
- Customer Service
- How to Conduct a Successful Instruction Taking Meeting
- Introduction to Appointing Executors, Trustees and Guardians
- Introduction to Attestation Procedures and Clauses
- Introduction to Ethics
and 8 more in the full unit list below.
One to one, not one to many
No two people run this the same way
A course is written once and handed to everyone. This is assembled around you, and keeps changing as it learns you. Five things it reads, and what each one changes.
- Your actual work Every unit is taught against a live piece of your own work, not a worked example from a textbook.
- What you already know The first conversation finds your starting point, so you skip what you can already do and spend the time on what you cannot.
- The conditions you learn under Not a learning-styles quiz. The evidence does not support those. The dimensions the research does back, read once and used to shape the plan.
- How far you got last time It picks up mid-thought. The tutor knows what you said, what you struggled with, and what it asked you to try.
- Which tutor suits the moment Twelve of them, each for a different kind of thinking. The one who walks you through a first idea is not the one who stress-tests it.
See how you learn, free. Eight questions, no sign-up. A directional taster; the diagnostic inside Zavmo goes deeper and keeps adapting.
Why it sticks
Most courses stop at remembering
There’s a well-known ladder of how deeply you learn something, called Bloom’s Taxonomy. Most courses get you up the first two rungs: you remember some facts, you pass a test, you forget it. Real skill lives at the top. Judging, deciding, creating. And this isn’t a generic ladder: every rung has a named Zavmo tutor who walks you up it.
- 6CreateThe Creative Catalyst
- 5EvaluateThe Evidence Evaluator
- 4AnalyseThe Analyst
- 3ApplyThe Coach
- 2UnderstandThe Connector
- 1RememberThe Builder
Where most courses leave you Where Zavmo takes you
The value
Why the companion is worth £70 a month
You’re not paying for the units. They’re regulated, and the same wherever you earn them. You’re paying for the one thing that decides whether you actually get there: a companion that makes them stick, on your real work.
That is one-to-one on this qualification, every day, on the work you already do, for £70 a month. Your first module is free, so you can see the teaching before you pay for any of it. Billed monthly, cancel any time and billing stops.
Earned on your own work, taught to the top.
Everything you just read, learned one-to-one on the job you already do. Your first module is free, so you can see the teaching before you pay for any of it.
Build my plan, freeNo card. See how this qualification maps onto your role and meet the tutors who’d teach it, free. The learning begins when you subscribe. It’s £70 a month, billed monthly. Cancel any time and billing stops.