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.
STEP Diploma in International Trust Management
The benchmark qualification for trust professionals.
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:
- Trust Creation: Law and Practice
- Company Law and Practice
- Trust Administration and Accounts
- Trustee Investment and Financial Appraisal
Downloads
How is it delivered?
Each Advanced Certificate that makes up this Diploma is usually delivered through a blend of distance-learning and four face-to-face workshops as part of a revision-week series delivered by experts in the field who possess vast amounts of professional experience and practical knowledge. However, 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.
- 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 pd@step.org
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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) for attendance at face-to-face workshops, or £895 per paper (plus UK VAT at 20%) for the distance-learning only course.
Where is it available?
See details of all workshops venues
What are the course dates?
For a full list of face-to-face courses, or the option to study online, please see the CLTI website
- 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 pd@step.org