Course description
The STEP Advanced Certificate in Will Preparation (England and Wales) is designed to enable you to provide clients with technical, high-quality wills.
- Gain an unrivalled understanding of will writing best practice and take your client-facing skills to the next level.
- Grow your professional network and interact with like-minded professionals from all over the world.
- Earn an industry-recognised certification, obtain 30 Diploma-level credits towards STEP membership, and be eligible to use the ‘STEP Will Writing Code’ logo.
This Advanced Certificate is awarded in association with Alliance Manchester Business School, the University of Manchester, and can be taken as part of the STEP Diploma.
Upcoming start dates
Suitability - Who should attend?
The course is designed for practitioners who have a fairly wide experience of both taking instructions and will drafting. It is assumed that students on this course have experience of drafting and execution of ‘standard’ wills and possess a basic knowledge of the taxation issues around will drafting. Students of this course typically include:
- Will Writers
- Solicitors
- Financial Advisors and Estate Planners
- Tax Advisors
- Accountants
- Support professionals and Paralegals
Outcome / Qualification etc.
By the end of this course, you will be able to:
- fulfil your duty of care to your clients
- take instructions for the preparation of a will
- manage client interviews more effectively
- advise your clients on the issues of tax in response to their particular needs
- draft a will to meet your clients’ wishes and circumstances
Course delivery details
This course runs twice a year in May and November.
It is a flexible, part-time, four-month course, comprising:
- online guided study, including self-assessment questions
- three, full-day, online workshops
The course is assessed by a five-hour open-book examination, comprising multiple choice, case study-based and essay questions.
Once you have successfully completed this course, you will gain 30 Diploma-level credits towards STEP membership and be awarded the STEP Advanced Certificate in Will Preparation (England and Wales).
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CLTI
CLTI provides training and qualifications to professionals working in the private client, wealth management, and investment funds industry across the globe. We are the primary education partner for STEP, the global professional association for practitioners specialising in family inheritance and...