Certificates

All STEP and CLTI teaching and assessments will remain online until the end of December 2021. This includes workshops, revision classes and assessments.

STEP Certificates are designed to be introductions to estate planning and wealth management. If you are not already a member of STEP, they also provide a route to join us.

The following Certificates provide 30 Entry Level credits at Entry Level and can be used as a standalone qualification, entry to Advanced Certificate and Diploma courses and a route to STEP membership. Find out more about what credits are needed to join STEP with our Qualifications and Membership Framework.