STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 1 of 10, Tuesday 10th December 2024

STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course, December 2024 to May 2025.

The Personal Finance Society Hants & Dorset, Surrey, Sussex and Thames Valley Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Sussex and Southampton have organised a FACE to FACE 10 day course over 6 months who are studying for and taking the STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Exam in May 2025.

This will be primarily a FACE to FACE event with an online video dial in option for those who are unable to attend in person. All sessions are recorded and sent to the delegates. A full LMS (learning management learning facility) with course syllabus and notes is made available to all delegates.

This session is being hosted by Investec/Rathbones at their Bournemouth Office, Midland House, 2 Poole Road, Bournemouth, BH2 5QY. We thank them for their hospitality.

This exam sits outside of the CII exam qualification framework. It is the practical application of trust and taxation knowledge you will gain from the course study. The tutor Dean Scott took the exam in November 2023, as well as hosting our first STEP FS Certificate training course, passed with a distinction. Of the 9 delegates who took the exam after enrolling on our course, 8 passed (many with distinction or merit) and one narrow fail. The pass mark is 50%.

The cost of the course's 10 day training will be £600 for PFS members and £700 for non PFS members. If you wish to pay in instalments please contact us directly.

Each day will commence at 1000 and finish by 1600, with breaks timetabled for lunch etc throughout the day. Lunch and refreshments will be provided throughout the day.

This intensive workshop will work through the 14 modules which vary in size and complexity. Below is the training schedule for 2025.

Day One 10/12/24 - Will/Intestacy & Introduction to Trusts.

Day Two 11/12/2024 - Inheritance Tax.

Day Three 07/01/25 - Will Trusts.

Day Four 08/01/25 - The Nil Rate Band & Residential Nil Rate Band.

Day Five 25/02/25 Post Death Matters & Trusts Used in Financial Services.

Day Six 26/02/25: Trust Taxation.

Day Seven 25/03/25 Module 12: Trustee Duties & Incapacitated Client.

Day Eight 26/03/25 Module 14: Philanthropic Client.

Day Nine 29/04/25 - Revision & Technique.

Day Ten 30/04/25 - Revision & Technique.

In addition to the cost of this course, you will need to register for the exam directly with STEP, the cost of which is currently £650.

Our 2024/25 online revision programme is being co-ordinated by Dean Scott and L&D Digital Solutions. The course trainer is Dean Scott FPFS, a CII approved trainer, who has supported the Personal Finance Society Hants and Dorset, Thames Valley and Surrey Regions' exam revision programme since 2020.

To register your interest in this course, please email the Hants and Dorset PFS Regional Committee on hantsanddorsetpfs@outlook.com or book online now to reserve your place as course numbers will be limited.