STEP Certificate in Foundations

This is a specialist qualification for professionals involved in the wealth planning industry designed to enable them to understand, establish and administer foundations

The STEP Certificate in Foundations has been withdrawn from our programme suite for redevelopment in terms of programme design and curriculum. We anticipate the new programme(s) will be available in 2020 for enrolment.

Sign up here to register your interest in the new programme and receive updates to the development.

This qualification is a collaboration between STEP and CLT International (CLTI).

CPD Policy

Members are required to maintain and develop their knowledge and skills to ensure a high standard of practice.

Find out more

CLT International

Our training partner CLT International provides a range of courses for those working in the UK trust and estates industry.

Find out more

Join STEP

We offer a range of member categories to suit your professional requirements, qualifications and experience.

Find out more