STEP Diploma in Trusts and Estates (E&W)

All CLTI and STEP teaching and assessments will remain online until the end of December 2021. This includes workshops, revision classes and assessments.

The most comprehensive qualification in the trusts and estates field

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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?

By improving your technical knowledge of the issues arising in trust and estate practice, this course enhances your ability to give holistic advice to your clients as a trusted advisor. It increases your understanding of the administration of trusts and estates and enables you to give practical advice on the law and procedures involved.

It comprises the following four Advanced Certificates:


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?

This course will enable you to:

  • Solve client problems effectively
  • Provide your clients with assurance that they are receiving advice from someone highly qualified to do so
  • Develop your professional competence
  • Enhance your ability to give holistic advice to clients as a “trusted advisor”
Entry advice and requirements

Who would find this qualification useful?

The Diploma is suitable for a wide range of practitioners including 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?

To register for this Diploma, applicants must first obtain 60 Entry Level credits. Guidance on how to gain these credits

The Entry Level STEP Certificate in Trusts and Estates – England and Wales is useful for ensuring you have the basic knowledge to support your Diploma Level studies.


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

How many STEP membership credits does this course provide?

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

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 £800 (plus UK VAT) for the May and November 2020 exam sittings, with attendance at an optional Revision Day for an additional £150 (+ UK VAT) (including lunch and refreshments). There will be a change to the course structure from the May 2021 sitting, with the Revision Day being incorporated into the course for all delegates. The course fee will then rise to £950 + VAT.

This fee includes:

attendance at two days of face-to-face tuition examination fees bespoke hard copy course manual access to an online learning platform containing:

  • bespoke hard copy course manual
  • access to an online learning platform containing:


  • self-assessment material
  • distance learning support


  • attendance at two days of face-to-face tuition
  • examination fees



Where is it available?

This course is available at different locations around England & Wales. See the venues and dates here

How do I apply?

Apply via the CLTI Website

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