The STEP Certificate for Financial Services (Trusts and Estate Planning) is aimed in particular at investment advisers, financial planners and those working in the banking sector dealing with trusts and estates.

The course will support candidates looking for a more integrated approach to their client work, by helping them to develop an awareness of the legal, tax and investment issues which overlap with estate planning.

The needs of trustee clients, incapacitated clients and charity clients are all covered in the course, as well as up-to-date coverage of Will Trusts and the transferable nil rate band.

Successful completion of this four-month distance learning programme will allow you to:

• develop your own professional technical competence
• deliver more holistic investment and financial planning advice to clients
• work more effectively with Private Client Professionals
• build your business through enhanced professional credibility and a wider network of contacts
• be affiliated with STEP - the premier professional body dealing with the stewardship of personal wealth