The STEP Certificate for Financial Services (Trust and Estate Planning) now open for enrolment
This popular certificate will enable professionals in financial services to gain a better understanding of trust and estate planning work and to liaise more effectively with trustees, solicitors and accountants.
Enrolment for the Certificate closes on 27 July 2012. The Certificate is distance-learning based and takes four months to complete, course material covers both English and Scots Law. Assessment is a three-hour-closed book examination on 12 November 2012 in London, Manchester, Birmingham, Bristol, Leeds, Glasgow and Edinburgh.
The combination of the Legal Services Act 2007, the Retail Distribution Review (RDR) and Treating Customers Fairly (IFC) in Financial Services has created new opportunities for those focusing on estate planning advice to work more closely together. The RDR has also raised the bar with professional qualifications within the financial services sector.
In response to these factors the Society of Trust and Estate Practitioners (STEP), the professional body for trust and estate practitioners worldwide, have introduced The STEP Certificate for Financial Services (Trusts and Estates). This highly popular certificate is the only trust and estate planning qualification to address the common ground between solicitors and those working in the financial services sector and will enable candidates to become more confident when talking to other professionals on issues relating to the use of trusts in estate planning.
The course supports investment advisors, financial advisors and those working in the banking sector dealing with trusts and estates who are looking for a more integrated approach to their client work.
The needs of trustee clients, incapacitated clients and charity clients are all covered in the course, as well as up-to-date coverage of Will Trusts and the transferable nil rate band. The Certificate has been accredited with the C11/PFS and will gain the successful candidate 20 technical credits towards the Diploma in Financial Planning benchmarked as a Level 4 qualification.
The core text was designed and edited by Julie Hutchinson, Head of Estate Planning at Standard Life, and a well-known writer and presenter within the financial services community, together with significant contribution from a team at Boodle Hatfield led by Emma Haley.
Successful candidates will also be eligible to become an Affiliate of STEP. Affiliation will associate candidates with the premier professional body dealing with the stewardship of personal wealth thus enhancing candidates professional credibility. Affiliates of STEP will be better placed to win new clients, in particular from law firms, and increase business through developing a wider, more fruitful and profitable network.
For more information and to enrol on this course visit the STEP website
[Sponsored article by Society of Trust & Estate Practitioners (STEP)]
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Author: LifeTalk Admin (Bella)
Posted: Tuesday, April 24, 2012 | 9:46:26 AM