STEP Certificate for Financial Services – Singapore (Trusts and Estate Planning)
- Enhance your ability to give holistic advice to clients as a “trusted advisor”
- Develop your professional technical competence
- Work more effectively with estate planning specialists
- Benefit from lectures by leading industry experts
- Become an Affiliate of STEP
This Certificate has been developed to help financial intermediaries understand the legal issues concerned in financial and estate planning in Singapore.
It is the only trust and estate planning qualification that addresses the common ground between estate planning specialists and those working in the financial services sector.
This is a three month course delivered via 13 weekly three-hour tuition classes, assessed by way of three-hour examination.
Applicants for the Certificate should be financial services professionals and have some experience or have undertaken previous study of trusts, tax and estate planning.
Download the
syllabus, brochure and enrolment form or contact CLT International by
email or telephone +44 (0) 121 362 7733 with any queries.

