Professional Postgraduate Diploma

The STEP Professional Postgraduate Diploma in Private Wealth Advice is an advanced programme for senior industry practitioners and TEPs. It has been designed to build on your extensive experience by providing you with enhanced skills, knowledge and expertise.

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Our training partner CLT International provides a range of courses for those working in the trust and estates industry.

Completion of this course will help you operate at the highest level within your organisation, offering the private client a bespoke, comprehensive service. The qualification comprises eight masterclass sessions delivered fully online through a blend of self-study, practical research and attendance at monthly weekend sessions.

This course has been designed to enable you to:

  • extend your mastery of knowledge and skills across key topic areas in the private wealth advising field
  • demonstrate your ability to think critically, assess risk and develop business strategy
  • network with like-minded industry professionals

On successful completion of the course you are eligible to apply for full STEP membership and use of TEP.

Find out more, register your interest or enrol, see the CLTI website.

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