Diplomas

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.

STEP has a range of standard and specialist diplomas, designed to support practitioners’ careers and employers’ business needs. For all diplomas, applicants must have gained 60 Entry Level credits before enrolling at Diploma Level.

Please see the Qualifications and Membership Framework for further details of how to gain Entry and Diploma level credits, via exams or accreditation of prior experience and learning.

Please click on the '+' icons below to view further information.

STEP Diploma in Advising Vulnerable Clients - England and Wales

This specialist Diploma expands your technical knowledge of the issues arising in the trusts and estates industry, with a focus on advising vulnerable clients. The Diploma will equip you with the skills you need to develop your own professional competence.

Completion of this Diploma enables you to become a Full Member of STEP.

To earn a STEP Diploma in Advising Vulnerable Clients, you need to successfully complete the following Advanced Certificates:

The Entry Level STEP Certificate in Trusts and Estates - England and Wales[link] 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 pd@step.org

STEP Diploma in International Trust Management - Worldwide

The STEP Diploma in International Trust Management is recognised worldwide as the benchmark qualification for those working in the international trusts industry and leads to Full Membership of STEP.

The course is designed to develop your understanding of the law and practice of the international trust industry from global and local standpoints. The following Advanced Certificates are available online and face-to-face:

Find out more about the STEP Diploma in International Trust Management

STEP Diploma in Tax and Estate Planning - England and Wales

This specialist Diploma expands your technical knowledge of the issues arising in the trusts and estates industry and is designed for professionals that need to advise clients with cross-border estates that are connected to the UK. The Diploma will equip you with the skills you need to develop your own professional competence.

Completion of this Diploma enables you to become a Full Member of STEP.

To earn this STEP Diploma, you need to successfully complete the following Advanced Certificates:

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 pd@step.org

STEP Diploma in Tax and Estate Planning - Scotland

This specialist Diploma expands your technical knowledge of the issues arising in the trusts and estates industry and is designed for professionals that need to advise clients with cross-border estates that are connected to the UK. The Diploma will equip you with the skills you need to develop your own professional competence.

Completion of this Diploma enables you to become a Full Member of STEP.

To earn this STEP Diploma, you need to successfully complete the following Advanced Certificates:

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 pd@step.org

STEP Diploma in Trust and Estate Planning - Ireland

This diploma, practical in approach, covers the creation of wills, the operation of trusts, the associated tax implications and overall estate planning for clients.

Completion of this Diploma enables you to become a Full Member of STEP.

To earn this STEP Diploma, you need to successfully complete the following modules:

  • Estate Planning
  • Wills & Probate
  • Trusts
  • Administration of Trusts and Estates
  • Taxation of Trusts and Estates

This course is delivered in Dublin, with an option to watch live webinars via the Law Society of Ireland's website.

Please see the course page for further information.

STEP Diploma in Trusts and Estates – England and Wales

The STEP Diploma in Trusts and Estates - England & Wales is the benchmark, professional qualification recognised by the private client industry and leads to Full Membership of STEP.

By developing your understanding of the administration of trusts and estates, this course enhances your ability to give clients practical advice on the law and procedures involved.

This Diploma is comprised of the following four Advanced Certificates:

Find out more about the STEP Diploma in Trusts and Estates – England and Wales

STEP Diploma in Trusts and Estates - New Zealand

This Diploma is a practical and hands-on course. It is specifically designed by leading New Zealand trust and estate practitioners and is delivered via distance learning and workshops, in person or online. The topics covered are:

  • The trust concept including transfer of assets into trusts and differences between declaration and deed of trust
  • Background/history of discretionary family trusts in NZ (eg. estate duty, mirror trusts etc), and purposes of having a trust in an NZ context (including Family Protection Act, Property (Relationships) Act, creditor protection)
  • Ways in which trusts may be rendered ineffective or "attacked"
  • Trust instrument part 1
  • Trust instrument part 2
  • Other trusts - a brief intro to charitable trusts, super schemes and unit trusts, Maori trusts, resulting and constructive trusts

For more information please see the Diploma webpage

STEP Diploma in Trusts and Estates - Northern Ireland

This Diploma, the industry standard, develops a practical understanding of the law and procedures involved in trust and estate administration, tax and accounting in Northern Ireland and leads to Full Membership of STEP.

By increasing your understanding of the administration of trusts and estates, this course enhances your ability to give clients practical advice on the law and procedures involved.

The Diploma programme consists of the following four Advanced Certificates:

Find out more about the STEP Diploma in Trusts and Estates – Northern Ireland

STEP Diploma in Trusts and Estates - Scotland

This Diploma, the industry standard, develops a practical understanding of the law and procedures involved in trust and estate administration, tax and accounting in Scotland and leads to Full Membership of STEP.

By increasing your understanding of the administration of trusts and estates, this course enhances your ability to give clients practical advice on the law and procedures involved.

The Diploma programme consists of the following four Advanced Certificates:

Find out more about the STEP Diploma in Trusts and Estates – Scotland

STEP Diploma in Will Preparation - England and Wales

This specialist Diploma expands your technical knowledge of the issues arising in the trusts and estates industry. The Diploma will equip you with the skills you need to develop your own professional competence.

Completion of this Diploma enables you to become a Full Member of STEP.

To earn a STEP Diploma in Will Preparation, you need to successfully complete the following Advanced Certificates:

The Entry Level STEP Certificate in Trusts and Estates - England and Wales[link] 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 pd@step.org

Accredited Education Partners

You can apply for Affiliate membership of STEP now through your existing professional or academic qualifications and your work experience.

Download an Affiliate Application Form (PDF 280KB)

You can progress through STEP’s membership categories by completing qualifications provided by our Accredited Education Partners.

Specialist Accreditation Scheme

Australia

The New South Wales, The Law Society of South Australia, Queensland and Victoria Law Societies’ training are recognised as routes to STEP membership.

Find an application form and further details on the Specialist Accreditation Scheme

Learn more about the Specialist Accreditation Scheme at:

STEP Diploma for Canada

The STEP Diploma for Canada is intended for candidates who work, or aspire to work, in the trusts and estates industry in Canada.

You can find details of the STEP Diploma for Canada here