STEP Diploma 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). This qualification was previously entitled the STEP
Diploma for England and Wales (Trusts & Estates).
Why should I study this qualification?
- You will gain an academic and professional award recognised by
the industry
- On completion of the Diploma you can become a full STEP member and use the professional
designation TEP, demonstrating your expertise to both clients and
employers
- 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 entry requirements but it is recommended
that applicants should have studied up to ‘A’ level or equivalent
standard and a basic understanding of the Diploma core areas would
be an advantage.
When you chose to study the Diploma, you become a student member
of STEP. Upon completion of the qualification you can upgrade to
full membership status if you have two years' relevant experience,
or associate membership status if you have less than two years'
experience.
What does the programme cover?
- Administration of Estates
- Administration of Trusts
- Taxation of Trusts and Estates
- Trust and Estate Accounting
Boost to philanthropy as STEP and EAPG join forces
26 January 2012
In a boost to the philanthropy advisory sector, two leading philanthropy bodies, STEP and EAPG, have agreed to work together to provide a jointly developed educational series for advisors.