STEP Advanced Certificate in Administration of Trusts - England and Wales

This qualification will help those involved with the creation and administration of trusts to understand the many types of trusts and the core responsibilities of various parties to a trust.

STEP Diploma

This Advanced Certificate can be taken as part of the STEP Diploma. Find out more

What does this qualification cover and how is it delivered?

What does this qualification cover?

  • Introduction to the law of trusts
  • Classification of trusts
  • Fixed interest trusts
  • Discretionary trusts
  • Resulting trusts
  • Constructive trusts
  • The requirements for the creation of a valid trust
  • The rules against perpetuities and accumulations
  • Purpose trusts
  • The office of trustee
  • Fiduciary and general duties of trustees
  • Powers of a trustee
  • Breach of trust
  • Variation of trusts and setting trusts aside
  • Taxation aspects of trusts
  • Drafting an effective trust deed

Download

Syllabus (PDF)

How is it delivered?

The programme is delivered through a combination of online learning and two online workshops and will take four months to complete. We recommend that you spend four to six hours per week on private study for the four months prior to the examination.

What are the benefits to me and my employer?

Completing the programme successfully will validate your competence and enhance your expertise in:

  • describing the roles, responsibilities, limitations and liabilities of trustees;
  • administering a range of different types of trusts appropriately;
  • explaining and advising on the use of trusts in a variety of scenarios;
  • interpreting trust deeds;
Entry advice and requirements

Who would find this qualification useful?

This Advanced Certificate is suitable for a wide range of practitioners and counts towards the STEP Diploma.

What are the entry requirements?

Admission depends on meeting the Entry Level requirements, outlined in the Qualifications and Membership Framework.

How many STEP membership credits does this course provide?

The Diploma that this Advanced Certificate contributes towards 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

Advanced Certificates take six months to complete from enrolling to sitting the examination.

How much will it cost?

The course fees for each Advanced Certificate can be found on the CLTI website.

Where is it available?

This course is available in England and Wales only. For full details visit the CLTI website

What are the course dates?

For full course dates visit the CLTI website

How do I apply?

Find out more information on enrolment

Help and advice

For enquiries on course enrolment please contact CLTI at [email protected] or +44(0)121 362 7733. For any other queries regarding professional development please email STEP at [email protected].

CPD Policy

Members are required to maintain and develop their knowledge and skills to ensure a high standard of practice.

Join STEP

We offer a range of member categories to suit your professional requirements, qualifications and experience.

Our Education Partner: CLTI

The Advanced Certificates that make up the STEP Diploma are delivered by STEP's primary training partner, CLTI. CLTI is a professional training, education and qualifications provider for the financial services industry, and over the past 20 years, CLTI and STEP have worked together to develop more than 25 qualifications and training courses that fit practitioners’ needs, and support STEP’s Exam Route to Full Membership