STEP Open Event

Course Summary

This Professional Development: 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.

All enrolments for the next STEP Open Event need to be made here The next Guernsey Event is on 2 July 2020 (online)

This event will provide those that are considering studying with CLT International with a platform to network, interact, and explore options with the team including an opportunity to meet the local STEP Branch committee and training partners.


• An introduction to STEP by Bill Howarth, Group Managing Director of CLT International

• An introduction to CLTI

• An overview of the STEP Qualifications and Membership Framework

• An explanation of the routes of the membership and content covered within each pathway

All enrolments for the next STEP Open Event/Evening scheduled will need to be made here

Tutor Profile

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.

Course at a Glance

  • Next Start Dates: New dates TBA
  • CPD Points: 0
  • Course Cost: Free
  • Course Length: 2 hours- Next Session 2 July 2020 - Online CLT/STEP event

There are no dates currently available for this course, If you would like to register your interest please complete the form below:

Latest Articles

Latest from Twitter

Want to learn more? Sign up to our mailing list!

We will email you from time to time to update you on upcoming courses, events and conferences.