STEP Diploma in Trusts and Estates – Scotland

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 UK 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?

The course is delivered through a blend of distance learning and face-to-face workshops.

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


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]

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) per paper. From the May 2021 examination sitting (opening for enrolment in July 2020) the fee will rise to £950 + UK VAT per Advanced Certificate, and will include attendance at three face-to-face workshop days.

  • Course manual
  • Two face-to-face workshop days per advanced certificate
  • Online learning platform
  • Distance learning support
  • Course specific supplementary materials
  • Self-assessment material
  • Examination fees

Where is it available?

This course is available in Edinburgh and Glasgow. 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 [email protected]