Course Overview
The STEP Diploma is the benchmark qualification for those working in the field of trusts and/or estates. It is designed and delivered by practitioners, for practitioners, and is recognised and respected by employers, regulators and clients across the world. All practitioners working in the field of trusts and/or estates will benefit from this qualification – from accountants, to lawyers, bankers, trust professionals, wealth managers and others.
Course Content
The NEW modular approach allows you to build your own Diploma, selecting the content most relevant to you and your specialist area.
Build your STEP Diploma by choosing from an extensive suite of Advanced Certificates. The Advanced Certificates are listed below in three sets. Choose at least one from Set 1, at least one from Set 2, and a further two from any of the three sets.
Set 1: Private Wealth Administration and Governance
Students must select at least one from this Set.
STEP Advanced Certificate in Company Law and Practice
Enrol by 03 November 2023 - Tuition 04-07 March 2024 - Exam date 08 March 2024 - Price: £1,625
STEP Advanced Certificate in Trusts: Law and Practice (International)
Enrol by 20 October 2023 - Tuition 19-22 February 2024 - Exam date 23 February 2024 - Price: £1,625
Enrol by 13 October 2023 - Tuition 12-15 February 2024 - Exam date 16 February 2024 - Price: £1,625
Set 2: Tax and Compliance
Students must select at least one from this Set.
STEP Advanced Certificate in UK Tax for International Clients
Enrol by 15 January 2024 – Virtual Classrooms 14 February 2024, 13 March 2024 and 10 April 2024 - Exam date 15 May 2024 - Price: £845
STEP Advanced Certificate in the Principles of International Taxation, AML and Compliance
Enrol by 24 November 2023 - Tuition 18-21 March 2024 - Exam date 22 March 2024 - Price: £1,625
Set 3: Electives
Up to two may be selected from this Set.
STEP Advanced Certificate in Advising the Family Business
Enrol by 15 January 2024 – Assignment Release Date 15 March 2024 – Assignment Submission 17 May 2024 - Price: £895
STEP Advanced Certificate in Family Business Governance
Enrol by 15 January 2024 – Assignment Release Date 15 March 2024 – Assignment Submission 17 May 2024 - Price: £1195
STEP Advanced Certificate in Cross-Border Estates
Enrol by 15 January 2024 – Assignment Submission 17 May 2024 - Price: £995
STEP Advanced Certificate in Trust Disputes
Enrol by 15 January 2024 – Assignment Submission 17 May 2024 - Price: £695
CLT International are STEP’s exclusive training provider and the Advanced Certificates you choose will all be delivered through CLTI’s online learning platform.
Course Benefits
Completion of the STEP Diploma enables you to:
- Expand your technical knowledge
- Develop your own professional competence
- Enhance your ability to give advice to clients
- Become a Full Member of STEP, enabling you to use the TEP designation
- Gain a globally recognised qualification
Assessment
Each Advanced Certificate is assessed either by means of an examination or assessment(s).
Prerequisites
You must have obtained 60 STEP Entry-Level credits to enrol onto this course or be a member of STEP. Visit STEP’s Qualifications and Membership to find out more.
Next Steps
Please follow the links above to take you to the relevant page for each Advanced Certificate where you can find the process to enrol.