STEP Diploma in International Trust Management

Course Summary

Recognised as the benchmark qualification in the industry, the STEP Diploma in International Trust Management takes a practical approach to the issues arising in the international trusts profession and provides you with an overview of the relevant legislation, principles and practice in your local jurisdiction and internationally.

This programme has been designed for practitioners involved in international trust administration and management. For more information on entry requirements, click here.

Topics

This course comprises four Advanced Certificates:

  • Diploma 1: Trust Creation: Law and Practice
  • Diploma 2: Company Law and Practice
  • Diploma 3: Trust Administration and Accounts
  • Diploma 4: Trustee Investment and Financial Appraisal

Delivered through CLTI’s online learning platform and four days of locally taught face-to-face tuition, each Advanced Certificate takes four to six months to complete.

Each Advanced Certificate is assessed via a three-hour, closed-book examination and we recommend that you spend between 4-6 hours each week on personal study for the four to six months prior to the examination.

Once you successfully complete the Diploma, you will gain the full 120 Diploma Level credits towards STEP membership.

View the brochure and full international syllabus.

More information on enrolment dates and the jurisdictions in which the face-to-face tuition is held.

The course fee per Diploma paper is £1,625 (plus UK VAT at 20% if applicable) and applications must be made directly to CLT International via the application form.

Course Benefits

The programme will:

  • Increase 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
  • Enhance your ability to give holistic advice to clients as a trusted advisor
  • Distinguish you and your firm from the competition.

Course at a Glance

  • Next Start Dates: New dates TBA
  • CPD Points: 0
  • Course Cost: £1,625.00
  • Course Length: 4-6 months distance learning per paper; 4 day revision course per paper (09:00-17:00). 

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.