STEP CPD Learning

STEP CPD Learning courses are designed on-demand to focus on the various and new developments across all practice areas. All courses are delivered Online.

What is STEP CPD Learning?

STEP CPD Learning courses are developed on-demand to cover technical and non-technical subjects that STEP members deem relevant to their practice. The courses are very topical and they are delivered online. Enrolment is on a rolling basis so you can access and study the materials without waiting for set course dates. There are no assessments at the end of the course.

The courses are suitable for

  • STEP members/TEPs
  • Professionals working in the international trusts industry
  • Those working in the private banking and wealth management industry, including financial advisors, accountants, senior executives, compliance professionals and operational staff working in financial services firms
  • Individuals working in an international commercial business or organisation
  • Lawyers/legal professionals

For more information see course flyer

An Introduction to GDPR

The General Data Protection Regulation (GDPR) is now in force, and has introduced significant change in the way that organisations and individuals comply with data protection. Many organisations are still developing their data compliance processes and continuously educating employees to ensure that they are aware of their responsibilities. This pre-recorded, one hour webinar will help you raise awareness of data protection within your workforce.

Topics covered include:

  • The significance of data protection legislation
  • The changes brought about by GDPR
  • The data protection principles
  • Points to consider if you’re a Data Controller
  • Thinking about data subjects
  • Keeping yourself and your business compliant

The webinar has been hosted by Central Law Training, a sister company of STEP’s primary education partner CLT International and is offered free of charge to all STEP Members.

Further information can be found here

FATCA: Law & Practice | CRS: Law & Practice

This course takes an average of 10 hours to study to complete. It is designed to help practitioners understand the Foreign Account Tax Compliance Act (FATCA), Intergovernmental Agreements (IGAs), “UK FATCA” and the Common Reporting Standards (CRS).

Course Fee for FATCA: Law & Practice

  • STEP Members: £235
  • Non-STEP Members: £279 

CRS: Law & Practice is a specialist e-learning course focussed specifically on CRS. The course is designed to be an accessible and practical guide to the common standard on reporting, due dilligence and exchange of information developed by the OECD ahead of first reporting in September 2017. Written by an industry expert, the course considers the impact of CRS on trusts and trustees, as well as its global impact. Bespoke for STEP, it aims to equip practitioners with the necessary technical knowledge together with the practical know-how to advise clients.  The soft copy course material is accessible to students for twelve months.

Course Fee for CRS: Law & Practice Course

  • STEP Members: £235
  • Non STEP Members: £279

Package Fee for both FATCA and CRS Courses from the STEP CPD Learning range

  • STEP Members: £305
  • Non STEP Members: £349

Automatic Exchange of Information (AEOI)

STEP and CLT International are developing a specialist eLearning course on Automatic Exchange of Information (AEOI) initiatives which will open for enrolment later in 2019. Building upon our existing offering in this area, this new and enhanced programme will provide you with the up-to-date knowledge, tools and thought processes necessary for practice to ensure effective implementation and compliance with FATCA and CRS. This course, once launched, will replace the existing STEP CPD Learning FATCA and CRS courses. These courses will continue to be available until the AEOI course is launched. For further information on the AEOI course or to register your interest, please click here.

How to Enrol

To enrol, please fill out the CPD booking form

For booking queries please contact CLT on +44 (0)121 362 7733