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.

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