STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 6

Zurich Whiteley
Thursday, 28 September 2023
10:00 am – 4:00 pm (UK time)

STEP Financial Services Certificate Course Day 8: Module 14: Philanthropic Client;

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.

This a FACE to FACE event. The venue for the course is to be confirmed.

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 cost of the course's 10 day training will be £550. 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 we have an example of the schedule involved.

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

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

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

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

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

Day Six 20/07/23 Module 11: Trust Taxation;

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

Day Eight 28/09/23 Module 14: Philanthropic Client;

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

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

The course trainer is Dean Scott FPFS, who with his Financial Services training company L&D Digital Solutions and team of fully qualified trainers, runs our comprehensive programme of exam revision days.

  • Zurich Insurance Company
  • 3000A Parkway, Room A2.1, 2nd Floor
  • Whiteley, Fareham
  • PO15 7JZ

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