STEP Certificate in International Trust Management

Course Summary

The STEP Certificate in International Trust Management offers you a detailed insight into the creation and administration of trusts in an international context and increases your knowledge of the practical and academic issues arising in the industry.


  • Module 1: Introduction to the Offshore Financial Services Industry
  • Module 2: The Evolution of Equity and the Law of Trusts
  • Module 3: The Creation of a Valid Trust
  • Module 4: Types of Trust and Interests
  • Module 5: Modern Uses of Offshore Trusts
  • Module 6: The Administration of Trusts
  • Module 7: The Offshore Asset-holding Company
  • Module 8: Incorporation, Funding and Dissolution of Companies
  • Module 9: Shareholders, Directors and other Officers
  • Module 10: Offshore Corporate Services.

The course is delivered through CLTI’s online learning platform and four days of locally taught face-to-face tuition, taking four to six months to complete. The four day workshop will take place on 24, 25, 26 and 27 September 2018.

Assessment is by way of a three-hour, closed-book examination and we recommend that you spend between four to six hours each week on personal study for the four to six months prior to the examination. The examination will take place on 28 September 2018.

If you would like to view the course brochure click here, and for the full syllabus click here.

The fee for this course is £1,575. To enroll please complete the enrolment form, check the terms and conditions of enrolment here and send to

Course Benefits

This course has been designed for individuals who have little or no prior industry experience and will:

  • Develop your knowledge of all aspects of the international trust profession, including the vehicles, legal structures, principles and practices underpinning it
  • Provide an overview of the legislation, principles and practice in your local jurisdiction
  • Enhance your career with a qualification that is recognised by those working in the trust industry.

Once you successfully complete this course, you will gain 30 Entry Level credits towards STEP membership.

Course at a Glance

  • Next Start Dates: New dates TBA
  • CPD Points: 0
  • Course Cost: £1575.00
  • Course Length: 5-6 months distance learning; 4 day revision course.Induction Session 21/02/18, Course Enrolment Closing Date 30/03/18, Face-to-Face Course 24-27/09/18, Examination Date 28/09/18

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

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