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Apex adviser Chris passes STEP Certificate for Financial Services (Trusts and Estate Planning)

Chris Ryan, Director of Apex CB Financial Planning Ltd has successfully completed the STEP Certificate for Financial Services (Trusts and Estate Planning).

The STEP Certificate for Financial Services (Trusts and Estate Planning) is aimed in particular at investment advisers, financial planners and those working in the banking sector dealing with trusts and estates.

It is a useful crossover paper bridging the gap between the Legal and Financial professions, providing a sound grounding to the shared concepts dealt with by estate planning professionals such as Power of Attorney, dealing with the planning and taxation aspects of Trusts, and planning issues for advisers of vulnerable individuals.

Chris spent 6 months studying the paper, which is home and online based learning, before sitting a final exam to gain the qualification.┬áChris said “Having the experience and technical knowledge of planning for Trustees and clients with estate planning needs is important for the company, and the qualification will aid recognition of our skills by our professional introducers”.

 

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