ILM’s Certificate in Charity Legacy Administration, known as CiCLA, was developed by ILM in partnership with the University of Law. As the only nationally accredited legacy qualification in the UK, ILM believes this qualification will allow you to achieve your full potential.
The course is distance-learning so it can be undertaken at your own pace, when and where you like. Course materials consist of a pack of written materials divided into six units. Each unit includes a set of self-assessment exercises to help you set the work in a practical context.
Assessments will be held at regular intervals (three times a year) and will assess at three levels: After Units 1 & 2, after Units 3 & 4 and after the final two units, Units 5 & 6.
Why study CiCLA?
The Certificate in Charity Legacy Administration gives legacy professionals a real advantage in their career and helps organisations to improve their effectiveness in managing their legacy income.
CiCLA qualifications give you
- Flexibility – CiCLA is a distance learning programme and as such it can be taken at your own pace and fitted around a busy schedule.
- Course materials – consist of a comprehensive pack of written materials, and self-assessment tools to help you evaluate your learning as you progress.
- Professional recognition – the CiCLA qualification is an approved standard of achievement recognised by employers and increases your career progression opportunities.
Benefits to employers
- Motivated and qualified staff – provides career development which improves staff retention
- Evaluation of present information – an understanding of the processes, applicability and usefulness of general principles to specific situations in your organisation
- Positive quality culture – equip your organisation with quality legacy professionals.
The Units are
- First Steps after Death
- Establishing Entitlement
- The Grant
- Powers and Duties of Personal Representatives
- Estate Accounts
- Particular Problems for Legacy Officers
The course materials also include
- An appendix containing specimen letters and paragraphs to illustrate best practice and notes regarding entitlement under Scots Law.
- A glossary of terms
Click here to book your place on the course. The cost is £950, payable in advance. There is no further fee for assessment. VAT is not applicable.
Please note, you must be an ILM member to enroll.
You can also click here to register for your next assessment and for our revision sessions.
At the end of the course you will:
- Be aware of the procedural steps which are taken when a person dies
- Understand the significance of a grant of representation
- Recognise the matters which may make a will invalid
- Be able to distinguish assets which pass under a will from assets which pass independently of a will
- Recognise the circumstances in which a member of the deceased’s family or dependants can challenge a will
- Be able to read a will and understand the effect of its main provisions
- Be aware of the powers and duties of executors of a will and the rights of beneficiaries
- Have an understanding of Inheritance Tax, Capital Gains Tax and Income Tax, and how charities’ exemptions can be effectively used to increase benefit
- Understand the function of estate accounts and be able to read a simple set
- Be aware of the ways in which it is possible to challenge a solicitor’s bill
- Be aware of the circumstances in which it is possible to vary a will
- Be aware of a number of common issues that arise for beneficiary charities, such as ex-gratia claims and compromising legal claims.
I have found the knowledge gained from the course invaluable, as I started in Legacy Administration with no previous Legacy or probate knowledge and learnt everything I know on the job. CiCLA provided me with a much better understanding of legacies and estate administration and being able to study at home in my own time was perfect for me. The materials are easy to use and refer back to, and the study sessions were extremely helpful before the assessments. The support is fantastic, and I have really enjoyed doing this course. It’s definitely worthwhile doing whether you’ve been working with Legacies 1 year or 5! I still refer back to the reference materials as they as so useful to have.
I don’t have a legal background, so I thought it would be useful to take the course. I wanted to stay in the Legacy Administration sector and it’s a key qualification to have. It has really broadened my knowledge and clarified key areas of the law. Most legacy roles ask for CiCLA as a qualification – having it will be great for my CV and it will help my legacy career greatly. It is an excellent foundation to have – I have found it extremely useful as it has put the facts into context.
I was interested in gaining a better understanding of the legacy administration process, as my current role focuses on the marketing and relationship management side of legacies. At a networking event attended by other ILM members I was recommended the CiCLA qualification.
I would highly recommend the course to those new to legacy administration (or simply want to understand the process in its entirety like me), but equally to those who are already involved in the process. In terms of the latter, it is a great way of re-confirming your knowledge.
I would definitely recommend this course. It has really boosted my confidence in my subject matter and I can use the materials for reference even after the course. The revision sessions were daunting at first but I had a fantastic mentor, Jane, who ensured I was on the right path and helped me if I was unsure of any areas.
Frequently Asked Questions
How long does the course take?
When can I start the course?
What qualification do I need to enrol?
The only qualification you need is to be a member of the Institute of Legacy Management, which offers you a wide range of services and benefits.
When do I have to undertake the assessments?
What backup and support will I get?
Your mentor will be available for the duration of the course and will be able to discuss any issues you may be having, further explain problem areas and generally provide moral support.
Is there a student network so I can contact other students?
Will I need to buy any text books?
Can I see any previous assessment papers?
What coursework will I be expected to do?
Will I need to attend tuition sessions?
How much does the course cost?
You haven’t answered all my questions!
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