STEP introduces trusts and estate planning qualification
The Society of Trust and Estate Practitioners has introduced a new qualification, which it says is the first to cover trusts and estate planning for the industry.
The Step Certificate for Financial Services (Trusts and Estate Planning) has been designed as a level four qualification ahead of the Retail Distribution Review and with the Legal Services Act 2007 in mind.
The core text has been designed and edited by Julie Hutchison, head of estate planning at Standard Life. The qualification can be taken as a standalone qualification or as CPD for wealth advisers.
Rosemary Marr, chairman of Step, says: ‘It is the first in a new series of certificates for those who could benefit from knowing more about trusts and estate planning but may not need the depth of knowledge required for full STEP membership at this stage.’
Think I might have a go at this.
