All CLTI and STEP teaching and assessments will remain online until the end of December 2021. This includes workshops, revision classes and assessments.
STEP Diploma in International Trust Management
Recognised worldwide as the benchmark qualification for those working in the international trusts arena.
The Diploma is currently undergoing a phased curriculum re-design in 2020/2021 to reflect the growing volume and complexity of legislation affecting practitioners and clients. Find out more about these updates on our course provider’s website.
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?
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What does this qualification cover?
The course takes a practical approach to the issues that arise in the international trusts profession, and provides an overview of the relevant legislation, principles and practice in your local jurisdiction and internationally.
It comprises the following four Advanced Certificates:
- Trusts Law and Practice
- Company Law and Practice
- Trustees’ Duties: Investment and Management of the Trust Fund
- Principles of International Tax, AML and Compliance – coming July 2021
Downloads
- Syllabus (384KB PDF)
How is it delivered?
All CLTI and STEP teaching and assessments will remain online until the end of December 2021. This includes workshops, revision classes and assessments.
- What are the benefits to me and my employer?
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This course:
- Enables you to provide a professional service of a higher standard
- Enhances your ability to give holistic advice to clients as a trusted advisor
- Distinguishes you and your firm from the competition
- Entry advice and requirements
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Who would find this qualification useful?
All those working in the international trusts industry.
What are the entry requirements?
To register for the Diploma in International Trust Management, applicants must first obtain 60 Entry Level credits. Guidance on how to gain these credits
The Entry Level STEP Certificate in International Trust Management is useful for ensuring you have the basic knowledge to support your Diploma Level studies.
Exemptions
Exemption is also possible from a maximum of two Diploma papers, depending upon prior qualifications. For advice call CLTI on +44 (0)121 362 7733 or email [email protected]
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How many STEP membership credits does this course provide?
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This Diploma provides 120 Diploma Level Credits (each individual Advanced Certificate that makes up this Diploma provides 30 Diploma Level credits)
Find out more about how many credits you need to reach Full STEP membership
- Further course details
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How long will it take to complete
Each of the four Advanced Certificates that make up this Diploma takes an average of four to six months to complete.
How much will it cost?
The fee for each Advanced Certificate is £1,625 (+ UK VAT at 20%, if applicable)
Course dates and locations
- How do I apply?
- Help and advice
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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 [email protected]
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