STEP Advanced Certificate in Cross-Border Estates
Get detailed insight into issues that arise from cross-border estate and succession planning.
This Advanced Certificate can be taken as part of the STEP Diploma.
Get detailed insight into issues that arise from cross-border estate and succession planning.
This Advanced Certificate can be taken as part of the STEP Diploma.
The course will explore the issues that advisers need to consider when advising clients with a cross-border aspect to their estate.
Course fees: £1045 + local taxes
Entry requirements may apply. Applicable local taxes and discounts will be added to your basket on checkout.
Tailored pricing plans and group rate cards are available for firms seeking to train multiple team members or larger groups of employees. We are happy to work with you to design a cost-effective solution that aligns with your training goals and budget.
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 if you are not already, you will become an Affiliate member by enrolling on this course. STEP will contact you regarding membership 4-6 weeks after course enrolment.
Successful completion of the course will provide 30 Diploma Level credits as part of the STEP Qualification and Membership framework.
The course is designed for all professionals dealing with wills, succession, and probate in relation to cross-border estates.
Students of this course typically include:
This course is available for study once a year and takes seven months to complete. It is delivered online in two parts.
Enrolment onto this course will include access to an online learning platform containing:
The course fee includes attendance at 12 online workshops led by a subject matter expert.
The course is assessed by way of a 3,500-4,000 word written assignment, based on a case study published two months before submission.
Once you have successfully completed this course, you will gain 60 Diploma Level credits towards STEP membership and be awarded the STEP Advanced Certificate in Advising Vulnerable Clients (England and Wales).