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.
The full course timetables can be found by clicking the links below.
Set 1: Private Wealth Administration and Governance
Students must select at least one from this Set.
STEP Advanced Certificate in Company Law and Practice
STEP Advanced Certificate in Trusts: Law and Practice (International)
Set 2: Tax and Compliance
Students must select at least one from this Set.
STEP Advanced Certificate in UK Tax for International Clients
STEP Advanced Certificate in the Principles of International Taxation, AML and Compliance
Set 3: Electives
Up to two may be selected from this Set.
STEP Advanced Certificate in Advising the Family Business
STEP Advanced Certificate in Family Business Governance
STEP Advanced Certificate in Cross-Border Estates
STEP Advanced Certificate in Trust Disputes
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.