STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 2 of 10, Wednesday 11th December 2024
STEP Financial Services Certificate Course
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 are proposing 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%.
This session is a continuation of the course which started on 10 December 2024. Should you wish to join the course part way through and receive access to all materials/recordings from the earlier session/s, please contact us directly at hantsanddorsetpfs@outlook.com .
Each day will commence at 10.00 am and finish by 4pm, 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 remaining training schedule for 2024/2025.
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 view our image and video capture consent statement, please click here.