This course provides practitioners with the practical and technical knowledge and skills required to deliver advice in Scotland relating to trust and executry accounting. 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 deliver holistic advice in Scotland relating to trust and executry accounting.
To take this course, you need to be a member of STEP at Affiliate level or higher. Find out more about how to join STEP here.
Course fees: £1200 + local taxes
Limited places. Enrol early to avoid missing out. All times are UK times in 24 hour clock.
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You need to be a member of STEP at Affiliate level to take this course
If you are not a member yet, you can join STEP directly via their website.
If you are not already a member of STEP, you need to join before enrolling onto this course as you will need your STEP membership number to hand when booking. Find out more here. Please allow five working days for your membership application to be approved by STEP. Applicable local taxes and discounts will be added to your basket on checkout for this course.
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.
You can pay for your course fees in instalments if you choose the interest-free instalment plans available for certain courses. Specifically, you can opt for three equal monthly instalments for Certificate and Advanced Certificate level courses that total over £800 (excluding VAT), or six equal monthly instalments for the Professional Postgraduate Diploma. Payments can be made using a credit or debit card.
To take this course you need to be a member of STEP at Affiliate level or higher.
This course is available for study twice a year and takes four months to complete. It is delivered online.
Enrolment onto this course will include access to an online learning platform containing:
The course fee includes attendance at three online workshops led by a subject matter expert.
The course is assessed by way of a five-hour open-book examination.
Once you have successfully completed this course, you will be awarded the STEP Advanced Certificate in Trust and Executry Accounting (Scotland).
Ideal for practitioners looking for professional accreditation, moving into or already working within the trusts and estates profession.
Students of this course typically include:
You will need a working knowledge of Excel for this course.
STEP Professional Postgraduate Diploma in Private Wealth Advice
