Certificates

We have committed to delivering all courses that are taking place from July until the end of December 2020 ONLINE, in response to the situation relating to COVID-19 — including workshops, revision classes and assessments. Watch this space to learn how we are supporting our students through the transition to the online environment.

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