Certificates

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.

Available only in the United Kingdom
What does this qualification cover and how is it delivered?

What does this qualification cover?

  • Validity of the Will
  • Types of Will
  • Interpreting the Clauses in a Will
  • Revocation and Alteration of a Will
  • Beneficiaries and Beneficial Entitlement
  • Donation Mortis Causa
  • Intestacy
  • Applying for the Grant
  • Obtaining the Grant
  • Administration of the Estate
  • Joint Wills, Mutual Wills and Secret Trusts
  • The Inheritance (Provision for Family Dependents) (Northern Ireland) Order 1979
  • Post-Death Variations
  • Election and Satisfaction
  • Foreign Property and Wills

How is it delivered?

The programme is delivered through a combination of online learning and two online workshops and will take four months to complete. We recommend that you spend four to six hours per week on private study for the four months prior to the examination.

What are the benefits to me and my employer?

Completing the programme successfully will validate your competence and enhance your expertise in:

  • describing the responsibilities of personal representatives;
  • managing testate, intestate, solvent and insolvent estates appropriately;
  • explaining when the Inheritance (Provision for Family Dependents) (Northern Ireland) Order 1979 applies;
  • understanding the potential issues around estates which involve foreign wills or property.
Entry advice and requirements

Who would find this qualification useful?

This Advanced Certificate and the Diplomas that it is included in, is suitable for a wide range of practitioners. Past graduates have included members of the accountancy, banking, legal and trust professions (at all levels); charity specialists; a wide range of support staff and paralegals; tax advisors; independent financial advisors and executorship administrators

What are the entry requirements?

Admission depends on meeting the Entry Level requirements, outlined in the Qualifications and Membership Framework.

Further course details

How long will it take to complete

Advanced Certificates take six months to complete from enrolling to sitting the examination.

How much will it cost?

The course fees for each Advanced Certificate can be found on the CLTI website.

Where is it available?

This course is available in Northern Ireland only. For full details visit the CLTI website

What are the course dates?

For full course dates visit the CLTI website

How do I apply?

Find out more information on enrolment

Help and advice

For enquiries on course enrolment please contact CLTI at cltinternational@centlaw.com or +44(0)121 362 7733. For any other queries regarding professional development please email STEP at pd@step.org.