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50 results

Finance , Trust

STEP Certificate in International Trust Management

The STEP Certificate in International Trust Management covers the most up-to-date developments in the industry, introducing you to the fundamentals...

Finance , Trust

STEP Diploma in International Trust Management

The STEP Diploma is the benchmark qualification for those working in the field of trusts and/or estates. It is designed and delivered by...

Finance , Trust

STEP Advanced Certificate in Advising the Family Business

The course explores what differentiates family businesses from other types of clients; provide students with a deeper understanding of the theories...

Finance , Trust

STEP Advanced Certificate in Cross-Border Estates

This course will explore issues that advisers need to consider when advising clients with a cross-border aspect to their estate, taking examples from...

Finance , Trust

STEP Advanced Certificate in Family Business Governance

The course demonstrates the importance of family business governance; examines the different situations in the lifecycle of the family, the owners...

Finance , Trust

STEP Advanced Certificate in Trust Disputes

This course will provide you with a practical overview of themes that are commonly encountered, in order for professionals to anticipate and head off...

Finance , Trust

STEP Advanced Certificate in UK Tax for International Clients

The course deals with what a private client expert needs to know to understand the impact of UK Tax on three particular client groups: a non-UK...

Finance , Trust

STEP Certificate in Anti-Money Laundering

This course provides you with all of the essential knowledge you need to establish a successful career in the field of anti-money laundering. The...

Finance , Trust

STEP CPD Learning: Automatic Exchange of Information

The course syllabus provides a detailed review of the current reporting requirements as well as comprehensive summary on previous initiatives. As...

Finance , Trust

STEP Professional Postgraduate Diploma in Private Wealth Advice

The STEP Professional Postgraduate Diploma in Private Wealth Advice is an innovative, masters level qualification developed to assist practitioners...

Finance , Trust

STEP Advanced Certificate in Company Law and Practice

The course is designed to develop and enhance your understanding of how companies are used as offshore asset-holding vehicles.It ensures that...

Finance , Trust

STEP Advanced Certificate in Trusts: Law and Practice (International)

The course provides a review of the trust concept and the role, powers and duties of a trustee to enable trust practitioners to manage wealth held in...

Finance , Trust

STEP Advanced Certificate in Trustees’ Duties: Investment and Management of the Trust Fund

The course is designed for practitioners involved in international trust administration and management to develop your understanding of a trustee’s...

Finance , Trust

STEP Advanced Certificate in the Principles of International Taxation, AML and Compliance

The programme is designed to enable practitioners in the industry to develop a deep and critical understanding of the global regulatory framework in...

Finance , Trust

STEP CPD Learning - Contentious Estates

Contentious probate and trust cases are on the rise. Family structures are ever more complicated, with an increased number of second marriages and...

Finance , Trust

Introduction to Trust Law and Administration

This course will provide delegates with an overview of the Guernsey trust law and its application to trust administration. Although the theory will...

Finance , AML & Compliance , Trust

Compliance CPD Series 2026 - Session 3 - Implementing & Evidencing Effective CMPs

The third session of our Compliance CPD Series 2026 | GTA will explore the essential components of an effective Compliance Monitoring Programme,...

Finance , AML & Compliance , Trust

Compliance CPD Series - Session 2 - Best Practice for Regulatory Visits

During the second session of our Compliance CPD Series 2026 | GTA , Christopher Jehan will discuss the steps that a firm can take to successfully...

Leadership & Management

First Time Manager

This highly interactive course will allow you to develop ideas and confidence when starting in a new role. It includes lively group discussions and...

Director Development

Director Knowledge Series 2026 – Session 5 - Strategic Foresight

Strategic foresight is sometimes seen as an oxymoron because “strategic” suggests planned action while “foresight” concerns an uncertain future. In...

Director Development

Director Knowledge Series 2026 - Session 2 - Cyber Security

Cyber Security risks are now firmly on the agenda of the Boardroom. Companies of any size can be attacked and face the risk of significant impacts....

Leadership & Management

Effective Team Working

Effective team leaders have a combination of skills and qualities and know just when and how to use them. This course will explore what it takes to...

Personal Development

Confidence Building

This session will help participants explore what confidence means to them and why it’s essential for personal and professional growth. Through...

Finance , AML & Compliance

ICA Information Session

The best way to learn about ICA qualifications, and how they can boost your career, is by attending this free ICA information session. This session...

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