The STEP Certificate for Financial Services (Trusts and Estate Planning) has been designed as a level 4 qualification with the Retail Distribution Review and Legal Services Act 2007 in mind. It is the only trust and estate planning qualification to address the common ground between trustees and those working in the financial services sector.
The core text has been designed and edited by Julie Hutchison, head of estate planning at Standard Life. The certificate can be taken as a stand alone qualification with the business benefits in mind, as CPD for professional advisers, or as part of an initial professional development programme.
