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."
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