STEP launches trust and estate planning qualification

clock

The Society of Trust and Estate Practitioners (STEP) has announced the launch of a new qualification, the first dedicated to trusts and estate planning.

STEP's certificate for financial services (trusts and estate planning) has been designed as a level four qualification with the RDR in mind. The certificate can be taken as a stand alone qualification, as CPD for professional advisors, or as part of an initial professional development programme. Rosemary Marr, Chairman of STEP Worldwide, says: "We have created this certificate to act as a common, recognisable and respected qualification in the area of trusts and estate planning, leading to better links between stakeholders within the wealth structuring community."  

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Why realism and responsibility should be par for the course

Why realism and responsibility should be par for the course

More discussion of sensible goals, little victories and life-long security

Andrew Goodwin
clock 06 June 2024 • 4 min read
FSCS investigates claims as Tenet calls in administrators

FSCS investigates claims as Tenet calls in administrators

Nearly a year after parts of the business were shut down and sold off

Sahar Nazir
clock 06 June 2024 • 2 min read
FIF 2024: Tech-driven investing lifts client outcomes

FIF 2024: Tech-driven investing lifts client outcomes

'Rational decision-making is the way we build trust with clients'

Sahar Nazir
clock 05 June 2024 • 2 min read