This course includes the most comprehensive mapping in the industry today of the legislative, welfare, financial and practical issues which interplay when advising vulnerable and older clients and their families when planning for or responding to mental capacity, health and disability difficulties.
This Advanced Certificate can be taken as part of the STEP Diploma.
This course provides practitioners with the technical knowledge and practical skills required to provide a more specialist service and holistic approach when advising older and vulnerable clients.
Course starts: 5 May 2025
The course fee is increasing from 1 April 2025 – enrol now and benefit from the existing price.
We recently held a briefing session with tutor Caroline Bielanska, where delegates found out more about the course and had their questions answered.
60 Entry Level credits which can be achieved through:
Note: You do not need to apply for APEL or APCL if you already have confirmed, or if you have studied for at least two STEP Certificates previously.
This is a STEP course/qualification. STEP membership is required to study this course and must be maintained throughout the duration of your studies.
You will need 60 Entry Level credits and be an Affiliate Member of STEP to enrol on this course. STEP will contact you regarding membership 6-8 weeks after course enrolment if you are not already an Affiliate Member.
Successful completion of the course will provide 60 Diploma Level credits towards membership.
The course is ideal for practitioners looking for professional accreditation who work with vulnerable clients and require a thorough understanding of the legal and practice framework encompassing issues of mental and physical incapacity.
Students of this course typically include:
This course is available for study once a year and is delivered in two parts: Part 1 (one month) and Part 2 (six months). Both parts comprise of blended delivery, including structured workshops designed and delivered by an experienced practitioner, and access to an online learning platform.
The course is assessed by a 3,500-4,000 word written assignment, based on a case study published two months before submission, where candidates must achieve at least 50% to pass.
The STEP Advanced Certificate in Advising Vulnerable Clients can be taken as part of the STEP Diploma and will count as two Advanced Certificates worth 60 Diploma Level credits until the end of 2026.
To be awarded the STEP Diploma you will need to comply with the mandatory rules and complete one Advanced Certificate from Set 1 (Private Wealth Administration and Governance), and one Advanced Certificate from Set 2 (Tax and Compliance) in addition to Advising Vulnerable Clients.
