Advanced Certificate in Trust and Executry Accounting (Scotland)

We have committed to delivering all courses that are taking place from July until the end of December 2020 ONLINE, in response to the situation relating to COVID-19 — including workshops, revision classes and assessments. Watch this space to learn how we are supporting our students through the transition to the online environment.

Accounts underpin much of the work that trustees and executors do. This course is designed for non-accountants that need to understand accounting principles in order to record the relevant information correctly; and accountants that need to understand the workings of trusts and the administration of executries.

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Our training partner CLT International provides a range of courses for those working in the trust and estates industry.

What does this qualification cover and how is it delivered?

What does this qualification cover?

  • The Basic Principles
  • Capital and Income
  • Executry Accounts
  • Trust Accounts
  • Principal Types of Trusts & Trust Accounts
  • Investment of a Trust Fund
  • Distribution of a Trust Fund
  • Valuation
  • Apportionments

How is it delivered?

We have committed to delivering all courses that are taking place from July until the end of December 2020 ONLINE, in response to the situation relating to COVID-19 — including workshops, revision classes and assessments. Watch this space to learn how we are supporting our students through the transition to the online environment.

What are the benefits to me and my employer?

Completing the programme successfully will validate your competence and enhance your expertise in:

  • Preparing and interpreting accounts relating to trusts and executries
  • Describing how tax payments are attributed
  • Identify the duties and discretions affecting Trustees when considering distributions
  • Assessing appropriate valuations in various situations
Entry advice and requirements

Who would find this qualification useful?

This Advanced Certificate is suitable for a wide range of practitioners. Past graduates have included members of the accountancy, banking, legal and trust professions (at all levels); charity specialists; a wide range of support staff and paralegals; tax advisors; independent financial advisors and executorship administrators

What are the entry requirements?

Admission depends on meeting the Entry Level requirements, outlined in the Qualifications and Membership Framework.

Further course details

How long will it take to complete

Advanced Certificates take six months to complete from enrolling to sitting the examination.

How much will it cost?

The course fees for each Advanced Certificate can be found on the CLTI website

Where is it available?

This course is available in Scotland only. For full details visit the CLTI website

What are the course dates?

For full course dates visit the CLTI website

How do I apply?

Find out more information on enrolment

Help and advice

If you have any queries and would like to speak to someone you can either call CLTI on +44 (0)121 362 7733 or email pd@step.org

Specialist Diplomas

Successful completion of this course gives you 30 Diploma Level (DL) credits that you can put towards a STEP Diploma. For more information on the specialist streams, please see the STEP Diplomas page.

CPD Policy

Members are required to maintain and develop their knowledge and skills to ensure a high standard of practice.

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