This qualification is a collaboration between STEP and CLT International (CLTI).
I wouldn't hesitate to recommend this course to someone fairly new to the profession like myself to gain a deeper understanding of will preparation.
I would also highly recommend this to anyone working in financial services and employing an outside will drafting firm (like ourselves) to enable them to advise clients in detail and check the contents of the drafted will.
Louisa Larsen, Family Wealth Preservation (Sevenoaks) Ltd
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What does this qualification cover and how is it delivered?
What does this qualification cover?
- Will preparation as a business
- The process of will preparation
- Client interviews and taking instructions
- Mental capacity and undue influence
- The foreign element
- Joint property
- Inheritance Act 1975 claims
- Tax 1: general issues
- Tax 2: specific issues
- Drafting the will
- Non-standard wills
- The execution of the will
- Traps you must be aware of in preparing a will
- Miscellaneous law.
How is it delivered?
The Advanced Certificate is delivered through a blend of distance-learning and three face-to-face workshops. The highly effective workshops focus on key topics from the course modules, an interactive session on client-handling skills and preparation for the examination.
The final mark awarded will be based on a combination of two separate assessments. The first assessment will take place on the third workshop day and will test the skills required to manage client interactions effectively and the skills required to run a successful practice.
The second assessment will be a three hour closed book written examination, incorporating a case study analysis. Successful candidates will need to score a minimum of 50% in each assessment to gain the certificate.
What are the benefits to me and my employer?
How will this course benefit me?
Completing the programme successfully will validate your competence and enhance your expertise in:
- fulfilling your duty of care to your clients;
- taking instructions for the preparation of the will;
- managing client interviews;
- advising your clients on issues of tax in response to their particular needs;
- drafting a will to meet your clients’ wishes and circumstances.
In addition, delegates who have successfully completed the Advanced Certificate and maintain their STEP membership (student, affiliate or full membership) are eligible to use the STEP Will Writing Code logo.
How will this benefit my employer?
The STEP Advanced Certificate in Will Preparation is a ground-breaking qualification, both practical and underpinned by academic rigour. As such it can be integrated into your business solutions straightaway. Successfully completing the Advanced Certificate will:
- arm you with a qualification recognised by everybody working in this field;
- differentiate you from the competition;
- increase your knowledge and understanding of the legal and tax factors impacting estate-planning;
- enhance your ability to deliver sound, consistent and holistic advice to clients.
Entry advice and requirements
Who would find this qualification useful?
This Advanced Certificate is appropriate for professionals who have existing experience in will preparation.
What are the entry requirements?
Admission depends on meeting the Entry Level requirements, outlined in the Qualifications and Membership Framework.
Further course details
How long will it take to complete
The Advanced Certificate takes six months to complete from enrolling to sitting the examination.
How much will it cost?
The course fee for this Advanced Certificate is GBP1,395 plus VAT (STEP Full Members GBP1,245 plus VAT).
This fee includes:
- course manual;
- three full workshop days;
- online resource centre;
- distance-learning support;
- specially developed webinar material;
- self-assessment material;
- examination fee.
Where is it available?
This course is available in England and Wales only. For full details visit the CLTI website
What are the course dates?
For full course dates visit the CLTI website
How do I apply?
Help and advice
If you have any queries and would like to speak to someone you can either call CLTI on +44 (0)121 362 7733 or email firstname.lastname@example.org
Successful completion of this course gives you 30 Diploma Level (DL) credits towards a STEP Diploma in Will Preparation.
For details of possible combinations of Advanced Certificates, please see the STEP Diplomas page.
Members are required to maintain and develop their knowledge and skills to ensure a high standard of practice.
Our training partner CLT International provides a range of courses for those working in the UK trust and estates industry.
We offer a range of member categories to suit your professional requirements, qualifications and experience.