Course description
This course includes the most comprehensive mapping in the industry today of the legislative, welfare, financial and practical issues surrounding the care and advice provided to vulnerable and elderly clients and their families.
Gain in-depth expertise: Develop a thorough understanding of the legal and practice framework, encompassing issues of mental and physical incapacity, allowing you to adopt a more holistic approach to advising elderly and vulnerable clients to safeguard their future and assets. The course will also address recent legislation in these areas, enabling you to improve professional efficiencies, manage risk in a highly complex service area, develop business opportunities, and offer specialist services.
Industry recognition: Successful completion awards you 30 diploma-level credits towards a prestigious STEP membership, enhancing your professional standing.
Build connections: Network with like-minded professionals in varied roles and firms from all over the world.
Lifetime support: Enrolled students retain permanent access to the online learning platform and community of practice.
This course can be taken as a standalone qualification or as part of the STEP Diploma in Advising Vulnerable Clients.
Upcoming start dates
Suitability - Who should attend?
The course is ideal for practitioners looking for professional accreditation who work with vulnerable clients and require a thorough understanding of the legal and practice framework encompassing issues of mental and physical incapacity.
Students of this course typically include:
- legal and trust professionals
- support staff and paralegals
- accountants and banking professionals
- tax advisors
- independent financial advisors
- executorship administrators
Entry requirements:
Applicants must have obtained 60 STEP entry-level credits to enrol on this course.
OR
Be a member of STEP.
Outcome / Qualification etc.
You will be able to:
- comply with current best practice and professional standards
- demonstrate a thorough understanding of the mental capacity legal landscape
- assess the mental capacity of a client for different transactions
- assist clients with international aspects to their estates
- reduce the risk of disputes and overcome problems when planning ahead
- advise those making decisions on behalf of a person who lacks mental capacity
- advise clients and their families on end-of-life concerns
- make various court applications with confidence
- draft trusts for vulnerable people
- seek state support and challenge the provision of state support
- advise on the sustainability of care
- manage disputes and difficult situations
Course delivery details
Intakes for this course are in May only (with assessments taking place in December). The programme is delivered in two parts: Part 1 (one month) and Part 2 (six months). Both parts comprise of blended delivery, including structured workshops designed and delivered by an experienced practitioner, and access to an online learning platform.
The course is assessed by a 3500-4000 word written assignment, based on a real case study published two months before submission, where candidates must achieve at least 50% to pass.
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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...