The STEP Professional Postgraduate Diploma in Private Wealth Advising is an advanced programme for senior industry practitioners and TEPs. It has been designed to build on your extensive existing 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.
As well as giving you the opportunity to showcase your existing skillset, this course will also broaden your understanding of critical thinking, risk assessment and business strategy.
This qualification will be of interest to: Private Client Solicitors, Wealth Managers, Family Business Advisors, International Tax Advisors, Private Bankers, Family Office Executives, Trust Officers, Senior Financial Planners and Senior Lawyers.
Programme Structure and Delivery
The programme will comprise eight masterclass sessions led by industry experts, which will take place over two condensed residential weekends at the world-renowned University of Oxford, in England. Overnight accommodation and meals are provided including private dinners. This format is ideal for time-pressed professionals or those travelling from overseas.
Upon registration you will be given access to an online learning platform, which contains pre-course reading (from the STEP Diploma in Trusts and Estates and STEP Diploma in International Trust Management course manuals), bespoke course reading for the eight Masterclass topics, pre-recorded webinars and a range of additional, useful resources.
The assessment for this course consists of:
- Eight 1,000 – 1,500 word masterclass commentaries that form a reflective journal: these are summaries of the key learning points outlined in the masterclasses and their impact on your own practice
- A three-hour interview based on your chosen area of specialism
Access to a Master's degree
Holders of this level 7 qualification can apply for the MSc in Private Wealth Advising offered by the University of Law (studied via online-distance learning). 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 Masters programme.