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Course Overview
The STEP Certificate in International Trust Management introduces you to the fundamentals of international trusts in a global and local environment.
- The gold-standard professional qualification for those working in the industry; globally recognised by employers, regulators and clients.
- Grow your network of like-minded professionals.
Course Content
- The fundamentals of trust work in an international environment
- The evolution of equity and the law of trusts
- The creation of a valid trust
- Types of trusts and interests
- Modern uses of offshore trusts
- The administration of trusts
- The evolution, features and advantages of offshore asset-holding companies
- The incorporation, funding and dissolution of companies
- The roles, rights, powers and duties of shareholders, directors and other officers
- The services offered by offshore corporate services
Benefits
A globally recognised entry level qualification, this Certificate is ideal for employers, regulators and clients who are new to the industry or those seeking thorough foundation-level knowledge.
- Build a strong foundation in trust and estate practice by learning the key principles of trust law
- Gain valuable insight into international trusts in both global and local contexts
- Earn industry recognition and achieve a qualification awarded in association with Alliance Manchester Business School, the University of Manchester.
Prerequisites
This course is suitable for:
- trust managers/officers
- trustees/fiduciaries
- corporate administrators
- lawyers/solicitors/attorneys
- wealth managers
- accountants
- tax advisers
- compliance officers/managers
- private bankers
- secretarial/administration
- client relations/marketing/sales
- financial/estate planners
To take this course you need to be a member of STEP. Find out more about how to join STEP here and allow sufficient time (approximately 5 business days) for your membership application to be processed before course enrolment is possible.
Assessment
A four-hour final examination (comprising multiple choice and long-answer questions).
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