This qualification is a collaboration between STEP and Central Law Training (CLT), available in Singapore. The course facilitator is Rockwills Institute Pte Ltd and the teaching team comprises some of the leading practitioners in Singapore.
Why should I study this qualification?
- You will develop enhanced professional credibility with all stakeholders and be better placed to win new clients, in particular from law firms
- On completion of the Certificate you can go on to study the STEP Diploma or become an affiliate of STEP
- On completion of the Certificate you will be equipped to deliver more holistic financial advice to clients through understanding the estate planning factors which affect the interests of their clients
- The programme enables you to be more confident when talking to lawyers on issues relating to the use of lifetime and will trusts in estate planning and you will be able to deal with trustee investments more confidently and expertly
What are the entry requirements?
Applicants should be financial services professionals and have some experience or have undertaken previous study of trusts, tax and estate planning. Applicants should have a good standard of literacy and be aware that the programme is delivered and examined in English.
When you chose to study the Certificate, you become a student member of STEP. Upon successful completion of the qualification you can go on to study the Diploma, which provides a route to full STEP membership. If you decide to only study the Certificate, you can become an affiliate of STEP on completion.
What does the programme cover?
- Aspects of personal law
- Wills and intestate succession
- Probate and letters of administration
- Trusts – a classification
- Will trusts and Declaration of Trusts
- Muslim inheritance and estates in Singapore
- Trusts used in financial services
- Taxation of trusts
- Trustee duties
- The incapacitated client
- The philanthropic client
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