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.
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: