Covering the most up-to-date developments in the industry, this course introduces you to some of the fundamental legal and practical matters involved in the administration of trusts and estates.
Broadening your knowledge of the taxation of trusts and estates as well as trust and estate accounting, this Certificate can be taken as a standalone qualification or offers you an excellent introduction to the STEP Diploma in Trusts and Estates (England and Wales) programme.
By completing this course, you will:
- Gain an overview of the law, practice and procedures involved in the trusts and estates profession
- Boost your ability to deliver comprehensive advice to clients
- Enhance the reputation of your practice by obtaining a widely recognised professional qualification
Delivered through a combination of online learning and two face-to-face workshops, this qualification will take four months to complete.
Assessment is via a three-hour, closed-book examination held at various centres across the UK, comprising multiple choice questions and essay-/scenario-based questions. We recommend that you spend four to six hours per week on private study for the four months prior to the examination.
Once you complete this course, you will gain 30 Entry Level credits towards STEP membership.