STEP Professional Postgraduate Diploma in Private Wealth Advising



  • Non-members of STEP will become an Affiliate Member whilst enrolled
  • Successful completion fulfils the educational requirement (120 Diploma level credits) for full STEP membership, meaning that graduates are eligible for full STEP membership subject to having 2 years’ experience at a specialist level
  • Accredited with 90 M-level credits towards an MSc with the University of Law
  • Subject to the rigorous quality assurance procedures of  Alliance Manchester Business School, a school of the University of Manchester
  • A recognised, professional qualification
  • Access to an online learning platform, which contains a range of useful resources
  • Overnight accommodation and meals for all tuition days, including private dining evenings
  • Assessment via submission of a reflective journal and a three-hour, face-to-face interview


If you would like further information about this qualification, why not come along to one of our Professional Development Open Evenings?

  • Singapore – 25th April – 19.00 – 20.30
  • Hong Kong – 2nd May - 19.00 – 20.30
  • Jersey – 5th June – 17.30 – 19.30
  • Guernsey – 6th June - 17.30 – 19.30
  • London – 11th June – 17.30 – 19.30

All are welcome to attend and you will have the opportunity to speak with the team. Visit Open Evenings to find out more.


For further information please contact