STEP announces appointment of education provider to deliver its Diploma to practitioners in China for the first time

Friday, 18 March 2022

STEP is today (18 March) delighted to announce that, working with our global education partner CLTI, we have appointed PUYI Education to deliver our globally recognised Diploma in International Trust Management to trusts and estates practitioners in China for the first time.

PUYI Education, an education offshoot of PUYI, will support practitioners in China to study for STEP’s Diploma.  STEP is the global professional association for practitioners who specialise in family inheritance and succession planning. It operates in over 100 countries and has over 22,000 members. A key part of STEP’s work is setting the standards for practitioners.

Mark Walley, Chief Executive of STEP, said: ‘This is a historic moment for STEP. We have taken this decision in response to increased demand for the expertise of skilled practitioners in helping families in China make decisions about their futures.

‘We are proud of the vital work that STEP members do in advising families across the globe, often by providing support at times of great uncertainty. We look forward to seeing how this new chapter for the organisation unfolds.’

Julian Davies, Managing Director of CLT International, said: ‘As STEP’s global education partners, CLTI is excited to be collaborating with PUYI Education to ensure delivery of the highest standards of STEP education to practitioners in trusts and estates in China.

‘For more than 20 years, our STEP Diploma in International Trust Management has been the global benchmark qualification for the industry. It is recognised by employers, practitioners, and regulators worldwide as setting the gold standard for professionals supporting families in making the right choices in inheritance and succession planning.’

Lihong Zhai, Chief Executive of PUYI Education, said: ‘China's wealth management market is ushering in enormous development opportunities, but also facing real challenges, the key to embracing opportunities and meeting the challenges lies in the promotion of professional standards and the improvement of professional skills.

‘PUYI, a research specialist in China’s wealth management industry, together with the globally renowned industry benchmark - STEP qualification, will complement each other's advantages and join hands to empower the talent training of China's wealth management market with a series of standardised, rigorous, practical, and effective professional development courses.’


About STEP:

STEP is the global professional association for practitioners who specialise in family inheritance and succession planning. STEP works to improve public understanding of the issues families face in this area and promotes education and high professional standards among its members. STEP members help families plan for their futures, from drafting wills to issues surrounding international families, protection of the vulnerable, family businesses and philanthropic giving. Full STEP members, known as TEPs, are internationally recognised as experts in their field, with proven qualifications and experience.

About CLTI:

At CLTI, we are here for those who are inspired by exceptional learning experiences. We make a real difference to those looking to expand their knowledge and expertise. We create personal learning experiences tailored to professionals worldwide, from young professionals just starting their career to experienced practitioners who are looking to deepen their understanding and expand their skillset.

We work closely with employers and industry representatives to ensure our professional development choices enable you to reach your goals and enter a world of opportunities. When you choose to study with us, you will join a global network of passionate tutors, business thought leaders, learners and professionals. Employers, regulators and clients across the world value what we do and how we do it, setting the benchmark for professional education in private wealth.

About PUYI:

PUYI is a leading R&D institution in the asset management and wealth management market in China. Its education business line integrates data, research, technology and other resources, and provides standardised and customised talent training services for the talent needs of financial institutions. PUYI is committed to cultivating talents who meet the needs of financial reform and innovation and practical practice, helping them broaden their horizons and improve their skills, and adding value to their personal development.