STEP Professional Postgraduate Diploma in Private Wealth Advising

COVID-19 Update

As a result of the situation relating to COVID-19, the 2021 intake (starting April 2020) for the STEP Professional Postgraduate Diploma in Private Wealth Advising has been withdrawn from our programme calendar. Over the coming months, CLTI and STEP will be taking the opportunity to review the overall design and delivery, ahead of the next intake (due to begin in November 2020) to ensure students and applicants from around the world can gain access to this qualification and receive an interactive, innovative learning experience.

If you would like to understand more about this intake or new programme offering and register your interest, please contact

The STEP Professional Postgraduate Diploma 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. 

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 over two highly intensive residential weekends by leading industry experts. Candidates can choose to complete the masterclasses in the UK, at the world-renowned University of Oxford, or in Asia, with workshops taking place in Hong Kong and Singapore.

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 delegates are eligible to apply for the MSc in Law & Private Wealth Advice at the University of Law. The Professional Postgraduate Diploma has been accredited with 90 Masters Level credits by the University of Law with the remaining 90 credits to be obtained by completion of their MSc programme.

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 for this qualification