This Certificate has been designed to help professionals in the wealth management industry understand the evolution of the foundation concept, the full range of its potential uses and how it should be administered and set up competently.
It is a four-month distance-learning course, delivered through an online learning platform providing access to webinars, forums and ‘chat’ facilities, and module-by-module self-assessment tools.
This course has been withdrawn from STEP's suite of programmes whilst they redevelop its design and curriculum. Please register your interest in the new programme and receive updates about its development by completing their interest form.
Final assessment is via an online multiple choice examination.
£795 (plus UK VAT if applicable)
£745 STEP members (plus UK VAT if applicable)
This fee includes: