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Finance, Trust

STEP CPD Learning: An Introduction to GDPR

Course details




Online self-study for 30 hours – begin at any time. £130 (£65 STEP Discounted Fee).

Course Overview

The course syllabus provides a detailed review of the EU General Data Protection Regulation and its legal implications. The EU General Data Protection Regulation introduced a significant change in the way that organisations and individual comply with data protection. Many organisations are continuously developing their data compliance processes and educating employees to ensure they are aware of their responsibilities.

Data protection is the process of safeguarding important information. The importance of data protection increases as the amount of data created and stored continues to grow at unprecedented rates.

Students of this course typically include:

  • Professionals working in the international trusts industry
  • Those working in the private banking and wealth management industry, including financial advisors, accountants, senior executives, compliance professionals and operational staff working in financial services firms.
  • Individuals working in an international commercial business or organisation.
  • Lawyers/legal professionals.


  • One hour pre-recorded webinar delivered entirely online
  • On-demand viewing – there are no exams/assessments for this course
  • Students are provided with 12 months access to the course material and are able to refer back to content as and when needed for the purpose of practice
  • The course can be provided as part of a training programme for employers

Course Content

Following this course you will learn how to:

  • Understand the legal position
  • Understand the firm’s internal controls and processes
  • Play your part in keeping data safe
  • Know how to deal with data subjects
  • Know the procedure for dealing with a data breach.

This course is delivered through an online learning platform, providing you with twelve months’ access to bespoke, interactive course material written by an industry expert. There is no formal assessment for this course, allowing you to study and learn at your own pace and refer back to the content as and when needed for the purpose of practice. There are 30 nominal hours of study recommended for this course.

Course Benefits

This online course provides practitioners with an overview of the EU General Data Protection Regulation and its legal implications.

Next Steps

Whilst we at the GTA promote and facilitate the STEP programmes, bookings are made directly with CLT International, STEP’s exclusive training provider. To enrol please book online.

Course Tutor

  • CLT International

    CLT International has been providing certificated training and qualifications to professionals in the private client and wealth management industry since 1999. As an international company operating in over 90 global centres, we provide training to over 3,000 delegates per year and are also the exclusive provider for STEP, the worldwide professional association for those advising families across generations.

Upcoming Courses

Some courses we run are scheduled based on demand. Please ensure you register your interest to ensure we know which courses you would like to attend.