STEP Foundation Certificate in Trusts and Estates (England & Wales)

Delivered in association with Manchester Business School, this qualification is a collaboration between STEP and Central Law Training (CLT).

Why should I study this qualification?

• You will gain an academic and professional award recognised by the industry
• On completion of the Certificate you can go on to study the STEP Diploma or become an affiliate of STEP
• The programme is relevant to the tasks that you are undertaking in the workplace. It focuses on practical training issues
• It develops an appreciation of the issues which arise in trust and estate practice and gives practical knowledge of the law and procedures involved
• The programme is in a flexible format. It is an integrated programme combining distance learning and face-to-face tuition.

What are the entry requirements?

There are no formal educational entry requirements for the Foundation Certificate.

When you chose to study the Certificate, you become a student member of STEP. Upon completion of the qualification you can go on to study the Diploma, which provides a route to full STEP membership. If you decide to only study the Foundation Certificate, you can become an affiliate of STEP on completion of the Certificate.

What does the programme cover?

• The English Legal System
• Introduction to Trusts
• Wills, Probate and Administration
• Introduction to Trust and Estate Accounts
• Introduction to the Principles of Trust and Estate Taxation

Download the course flyer

Download the course syllabus

Download the enrolment form

View the course dates