Who is it for?
The STEP Diploma is for all practitioners working in the field of trusts and/or estates.
You will need 60 Entry Level credits in order to enrol on this course. These credits can be achieved through prior learning (certificated or experiential) or completion of Entry Level Certificates.
Please see the Qualifications and Membership Framework for further details on how to gain Entry Level and Diploma Level credits via exams or accreditation of prior experience and learning.
How does it work?
Build a STEP Diploma that works for you by choosing from our extensive suite of Advanced Certificates.
Combine four Advanced Certificates to make up your Diploma.
The Advanced Certificates are listed below in three sets. Choose at least one from Set 1 - Private wealth administration and governance, at least one from Set 2 - Tax and compliance, and two from any of the three sets.
Need some help deciding? See our recommended combinations below, or get in touch to discuss the best option for you.