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Finance, Trust

STEP Open Event

Course details

CPD Points





1.5 hours session (13:00-14:30). Next event date TBC

Course Overview

This virtual STEP Open Event is an exclusive session designed for those that are interested in joining STEP as a professional body, or undertaking one of the many educational routes, in particular the industry recognised STEP Certificate and Diploma in International Trust Management programme.

Course Content

As well as an introduction to CLT International (the primary education provider for STEP) and an overview of the STEP qualifications and membership framework, you will meet and network with other students and industry practitioners, members of the CLTI leadership team, faculty, and local branch communities.

Course Benefits

This virtual event will provide those that are considering studying STEP training and qualifications with the opportunity to explore the range of courses available at all stages of their career.

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 for the STEP Open Event please submit your request here.

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.