Course Summary
The focus of the diploma course is to enable successful candidates to advise clients on all aspects of the creation of wills, the operation of trusts, associated tax implications, and overall estate planning for clients. Practical in its approach, this course provides participants with real-life situations that practitioners face, and it gives real solutions to problems encountered.
College Link
Career Sectors
This course prepares you for working in the Career Sectors below. Follow the links to get a fuller understanding of the sectors you are preparing for.
Entry Requirements
Who should attend?
The course is intended primarily for persons who have practical experience in the areas of wills, trusts, estate planning, probate, and the administration of estates within Ireland. In order to participate on the course, you must have relevant work experience of at least one year in the areas covered on the course and one or more of the following qualifications: solicitor, barrister, certified accountant, chartered accountant, associate or fellow of the Irish Taxation Institute, associate of the Chartered Institute of Bankers (Trustee Diploma), associate of the Institute of Bankers in Ireland (Diploma in Wealth Management), member of the Irish Institute of Legal Executives, or another professional qualification deemed equivalent by the Law Society and STEP.
To apply for the course, applicants should first apply for STEP Affiliate membership before registering for the course. Successful completion of the course provides a structured route to full membership of STEP and the use of the internationally recognised ‘registered trust and estate practitioner’ designation.
Please see STEP Ireland’s website (www.step.ie ) for full details of membership criteria.
We welcome applications for this course from suitably qualified non-solicitors. Such applications are subject to a supplemental fee of €335.
Application Details
Application information:
The deadline to apply for this course is Friday 6th September 2024.
To apply for the course, applicants should first apply for STEP Affiliate membership before registering for the course. Successful completion of the course provides a structured route to full membership of STEP and the use of the internationally recognised ‘registered trust and estate practitioner’ designation.
Solicitors and trainees
- In order to apply for the course, solicitors and trainees must apply for Affiliate membership through STEP before being accepted on to the course. They can do so through the following link Apply for Affiliate Membership and clicking on the blue button under ‘Join Now’ that says ‘Apply'. As guidance, a list of accepted qualifications can be found in the appendix at the bottom of the form.
- Once approved as an Affiliate member of STEP, applicants can then enrol on to the Diploma course through the Law Society with proof of Affiliate membership of STEP and on completion of a Diploma Centre application form.
Other professionals
- In order to apply for the course, other professionals must apply for Affiliate membership through STEP before being accepted on to the course. They can do so through the following link Apply for Affiliate Membership and clicking on the blue button under ‘Join Now’ that says ‘Apply'. As guidance, a list of accepted qualifications can be found in the appendix at the bottom of the form.
- Once approved as an Affiliate member of STEP, applicants can then enrol on to the Diploma course through the Law Society with proof of Affiliate membership of STEP and on completion of a Diploma Centre application form .
To apply please email the following documents to [email protected]:
- Proof of Affiliate membership of STEP
- A completed application form (see below)
- Your Curriculum Vitae
- A short cover letter setting our your relevant experience
Please note, for non-members this course is subject to a supplemental fee of €335 bringing the total course fee to €3,635. No fees are required prior to approval.
Start Date: Saturday 21st September 2024 at 10:00 AM.
Fees
Course fee: €3,300 for Law Society members and €3,635 for non-members.
The Student
Career Interests
This course is typically suited for people with the following Career Interests. If these interests do not describe you, this course may prepare you for work you may not find satisfying.
Enterprising
Enterprising people like situations that involve using resources for personal or corporate economic gain. Such people may have an opportunistic frame of mind, and are drawn to commerce, trade and making deals. Some pursue sales and marketing occupations. Many will eventually end up owning their own business, or in management roles in larger organisations. They tend to be very goal-oriented and work best when focused on a target. Some have an entrepreneurial inclination.
Administrative
Administrative people are interested in work that offers security and a sense of being part of a larger process. They may be at their most productive under supervisors who give clear guidelines and while performing routine tasks in a methodical and reliable way.
They tend to enjoy clerical and most forms of office work, where they perform essential administrative duties. They often form the backbone of large and small organisations alike. They may enjoy being in charge of office filing systems, and using computers and other office equipment to keep things running smoothly. They usually like routine work hours and prefer comfortable indoor workplaces.
Career Progression
Duration
Live online lectures on Wednesday evenings, with occasional online lecture releases. Interactive onsite workshops on Saturdays. Lectures available to view on demand.
CPD Hours
The number of hours of CPD that you may claim in relation to this course will depend on the way in which you access each of the individual sessions. For further information and the booklet, see CPD scheme on our website.