This week, we’re diving into CeMAP 1 Topic 16: Legal concepts like capacity, wills, estate planning, and agency—aka the part of the syllabus that sounds dry, but actually pops up way more often in exam questions than you'd think.

👀 Whether it's knowing who can legally enter into a contract, or what happens if a client has a Power of Attorney in place, this episode will help you cut through the legal jargon and actually understand what you need to know. Here’s what we’re covering:

🧠 Capacity to Contract – Who can legally enter into a financial agreement, and what could void it?

✍ Power of Attorney – What it means, when it’s used, and how it affects mortgage and protection advice.

📜 Wills – What makes one valid, and why they matter when it comes to estate planning.

🏡 Estate Planning – The basics of inheritance tax, beneficiaries and distributing assets.

🔐 Trusts – The different types, and how they’re used to protect wealth or provide for others.

🤝 Laws of Agency – What it means to act on someone else’s behalf, and how this comes up in mortgage advice.

By the end of this episode, you’ll have a much stronger grip on the legal foundations behind financial advice—and trust me, they will come up in your CeMAP 1 exam.

🎓 Want to go further with your studies?

✅ Join My Next Masterclass – Small-group, live training designed to get you exam-ready in just 5 days. See available dates here: https://www.futureinfinance.co.uk/boo...

✅ Try My E-Learning Platform for FREE – All the structure of the Masterclass, in your own time. https://learning.futureinfinance.co.u...

📣 FREE Live Training – 24th April @ 8PM on Zoom!We’ll be covering CeMAP 3’s biggest scoring topic: life insurance and protection, with my 4-step strategy to get you through it.👉 Join here: https://us06web.zoom.us/j/81484169627 Grab a drink, hit play, and let’s get legal! ⚖