STEP CPD Learning

STEP CPD Learning courses are designed on-demand to focus on the various and new developments across all practice areas. All courses are delivered Online.

What is STEP CPD Learning?

STEP CPD Learning courses are developed on-demand to cover technical and non-technical subjects that STEP members deem relevant to their practice. The courses are very topical and they are delivered online. Enrolment is on a rolling basis so you can access and study the materials without waiting for set course dates. There is also no assessment at the end of the course. Two courses are currently enrolling - FATCA: Law & Practice, and CRS: Law & Practice. 

The courses are suitable for:

  • STEP members/TEPs
  • Professionals working in the international trusts industry
  • Those working in the private banking and wealth management industry, including financial advisors, accountants, senior executives, compliance professionals and operational staff working in financial services firms
  • Individuals working in an international commercial business or organisation
  • Lawyers/legal professionals

1. FATCA: Law & Practice

FATCA: Law & Practice is the first course in the range and takes an average of 10 hours to study to complete. It is designed to help practitioners understand the Foreign Account Tax Compliance Act (FATCA), Intergovernmental Agreements (IGAs), “UK FATCA” and the Common Reporting Standards (CRS).

Course Fee for FATCA: Law & Practice

  • STEP Members: £235
  • Non-STEP Members: £279 

2. CRS: Law & Practice

CRS: Law & Practice is a specialist e-learning course focussed specifically on CRS. The course is designed to be an accessible and practical guide to the common standard on reporting, due dilligence and exchange of information developed by the OECD ahead of first reporting in September 2017. Written by an industry expert, the course considers the impact of CRS on trusts and trustees, as well as its global impact. Bespoke for STEP, it aims to equip practitioners with the necessary technical knowledge together with the practical know-how to advise clients.  The soft copy course material is accessible to students for twelve months.

To celebrate the launch of CRS: Law & Practice, we are delighted to offer a special launch fee for enrolments made up to and including 25th September 2017, as well as a special package fee when the CRS and FATCA courses are purchased together.

Course Fee for CRS: Law & Practice Course

Special Launch Fee (for enrolments made up to and including 25th September 2017)

  • STEP Members: £195
  • Non-STEP Members: £229

Explore course packages

1. Package Fee for both FATCA and CRS Courses from the STEP CPD Learning range

Special Launch Fee (for enrolments made up to and including 25th September 2017)

  • STEP Members: £255
  • Non-STEP Members: £299

2. Course Fee for CRS: Law & Practice Course (applicable from 26th September 2017)

  • STEP Members: £235
  • Non STEP Members: £279

3. Package Fee for both FATCA and CRS Courses from the STEP CPD Learning range (applicable from 26th September 2017)

  • STEP Members: £305
  • Non STEP Members: £349

For more information see course flyer. For further details and how to enrol, please visit the CLTI website