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STEP exams

charlotte.echarlotte.e Member
in CPD & Exams

Is anyone sitting STEP? I am doing the Financial Services certificate in November and it would be useful if anyone has sat / sitting the exam to share tips and past papers? thanks!

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  • DanAtkinsonUKDanAtkinsonUK Member

    I'd be interested to hear how you get on/what you think of it. I suspect there are a few people lurking on this board who are mulling over this addition to their qualifications... I've not done it, but it's on my 'wishlist'/radar...

    Dan Atkinson FPFS CFP APP Chartered FCSI
    Chartered Financial Planner
    Certified Financial Planner
    Head of Technical at Paradigm Norton

    Twitter: https://twitter.com/danatkinsonuk
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  • CaroCaro Member

    Hi Charlotte, I did the Financial Services Certificate a few years ago. The study areas and topics are similar to J02 but it seems to be different in language and tone to the CII books.

    I found reading over some of the past precedents were quite useful to understand the context of what its talking about and some of them are actually quite interesting. I don't have any past papers now unfortunately; tips wise, I would say read more broadly than just the text book and use the syllabus as a guide for what they are testing and as a checklist for the bits you're learning.

    Good luck!

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  • amelia1983amelia1983 Member

    I am potentially looking to attempt STEP next year. I would be interested in how you found it. Good luck :-)

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  • charlotte.echarlotte.e Member

    Thank you everyone I will let you know how I get on!

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