STEP Financial Services Certificate Course Information Only

Thursday, 23 February 2023
1:00 am – 1:05 am (UK time)

STEP (Society of Trust and Estate Practitioners) FS Certificate Course

STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course, February to November 2023.

The Personal Finance Society Hants & Dorset, Surrey and Thames Valley Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Reading and Southampton are proposing a FACE to FACE 10 day course over 7 months who are studying for and taking the STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Exam in November 2023.

These will be FACE to FACE events in Hampshire (Fareham, Whiteley and Winchester are the likely venues and will be confirmed prior to the start of the course).

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 Liz Cross has an almost 100% success rate in delegates passing the exam.

The cost of the course's 10 day training will be £550. If you wish to pay in instalments please contact us directly.

There is a maximum of 10 attendees and it will be on a first come, first served basis. If we are oversubscribed, we will look at running another course in September.

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 we have an example of the schedule involved.

23/02/23 - Module 1: Residence and Domicile; Module 2: Intestacy;

22/03/23 Module 3: IHT; Module 4 Introduction to Trusts;

20/04/23 Module 5: Classification of Trusts; Module 6: Will Trusts;

25/05/23 Module 7: The Nil Rate Band; Module 8: Residential Nil Rate Band;

22/06/23 Module 9: Post Death Matters; Module 10: Trusts Used in Financial Services;

20/07/23 Module 11: Trust Taxation;

24/08/23 Module 12: Trustee Duties; Module 13: Incapacitated Client;

21/09/23 Module 14: Philanthropic Client;

19/10/23 Review: Exam technique/timing;

02/11/23 Revision, revision, revision..........

The course trainer is Liz Cross Dip PFS, STEP affiliate. Liz has run many of these courses over the years with considerable success.

To register your interest in this course, please email the Hants and Dorset PFS Regional Committee on or register online to declare your interest. If we have sufficient numbers we will run the course.

Please note: This event is a regional collaboration between the local institutes in the area. Your booking details will be shared with the Insurance Institute of Southampton, which is acting as the host institute for this event.

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

6 hours' CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at