STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 8 of 10, Wednesday 28th August 2024

Wednesday, 28 August 2024
10:00 am – 4:00 pm (UK time)

STEP Financial Services Certificate Course Day 1: Module 1: Residence and Domicile; Module 2: Intestacy;

STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course, April to October 2024.

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 6 months who are studying for and taking the STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Exam in November 2024.

This will primarily be a FACE to FACE event with an online dial in facility. The venue is to be confirmed. 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 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 2024, 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 £650. 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 2024.

Day One 09/04/24 - Will/Intestacy & Introduction to Trusts.

Day Two 09/04/2024 - Inheritance Tax.

Day Three 04/06/24 - Will Trusts.

Day Four 05/06/24 - The Nil Rate Band & Residential Nil Rate Band.

Day Five 09/07/24 Post Death Matters & Trusts Used in Financial Services.

Day Six 10/07/24: Trust Taxation.

Day Seven 27/08/24 Module 12: Trustee Duties & Incapacitated Client.

Day Eight 28/08/24 Module 14: Philanthropic Client.

Day Nine 29/10/24 - Revision & Technique.

Day Ten 30/10/24 - 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 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 or register online to declare your interest. If we have sufficient numbers we will run the course.

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