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Finance, Trust

STEP Diploma in International Trust Management

Course details

Cost

£6,500

Length

4-6 months blended learning for each of the four chosen Advanced Certificates. Enrolment dates and pricing in Course Content section.

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 25 November 2022 - Tuition 27 - 30 March 2023 - Exam date 31 March 2023 - Price: £1,625

STEP Advanced Certificate in Trusts: Law and Practice (International)

Enrol by 3 March 2023 - Tuition 3-6 July 2023 - Exam date 7 July 2023 - Price: £1,625

STEP Advanced Certificate in Trustees’ Duties: Investment and Management of the Trust Fund (International)

Enrol by 17 February 2023 - Tuition 12-15 June 2023 - Exam date 16 June 2023 - 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 16 January 2023 – Virtual Classrooms 16 February, 16 March and 13 April 2023 - Exam date 15 May 2023 - Price: £845

STEP Advanced Certificate in the Principles of International Taxation, AML and Compliance

Enrol by 16 June 2023 - Tuition 16-19 October 2023 - Exam date 20 October 2023 - 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 16 January 2023 – Assignment Release Date 17 March 2023 – Assignment Submission 12 May 2023 - Price: £895

STEP Advanced Certificate in Family Business Governance

Enrol by 16 January 2023 – Assignment Release Date 17 March 2023 – Assignment Submission 12 May 2023 - Price: £1195

STEP Advanced Certificate in Cross-Border Estates

Enrol by 16 January 2023 – Assignment Submission 12 May 2023 - Price: £995

STEP Advanced Certificate in Trust Disputes

Enrol by 16 January 2023 – Assignment Submission 12 May 2023 - 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.

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.