STEP - Advanced Certificate

Set 1

STEP Advanced Certificate in Company Law and Practice - China

STEP Advanced Certificate in Company Law and Practice - China
Credits Awarding Body STEP
Set 1 - Private wealth administration and governance

The programme is designed to develop and enhance your understanding of how companies are used as offshore asset-holding vehicles. It is recognised worldwide as the benchmark qualification for those working in the international trusts industry. This Advanced Certificate can be taken as part of the STEP Diploma


This course ensures practitioners understand how to incorporate and manage a private, asset-holding company, including the practices and procedures involved, and are familiar with relevant company law rules that regulate a company and its affairs. 

You will be able to:

  • Appreciate and describe the features, characteristics and uses of private asset-holding companies incorporated offshore
  • Know how to incorporate a private company and draft required documentation
  • Comply with the procedural requirements to migrate a company by continuation
  • Construe the constitutive documents of a typical company, namely its memorandum and articles of association, and be able to amend their provisions
  • Understand funding and the capital structure of a company and how capital is allocated to comply with capital maintenance provisions
  • Appreciate the limitations upon what is available to justify a dividend and that the same restrictions to not apply to repayment of debt
  • Comply with the duties of a director of a managed company and reduce risk for the firm providing directorships, company secretary and/or registered agent
  • Convene, hold and conduct (and waive) meetings of the board and general meetings of shareholders, conduct a variety of common corporate actions and draft accompanying resolutions
  • Balance beneficial owner control with the risks involved
  • Understand the role of receiver, liquidator
  • Conduct a members' voluntary winding-up or voluntary striking-off (and reinstatement).

The course is designed for all professionals moving into or working in financial services (specifically trusts and corporate services), who wish to develop their understanding and knowledge of this area.

Students of this course typically include:

  • Trust Assistants/Officers/Administrators
  • Trust Managers (Senior)
  • Trustees/Fiduciaries
  • Corporate Administrators
  • Lawyers/Solicitors/Attorneys
  • Wealth Managers
  • Accountants
  • Tax Advisors
  • Compliance Officers/Managers
  • Private Bankers
  • Secretarial/Administration
  • Client Relations/Marketing/Sales
  • Financial/Estate Planners
  • Successful completion of the course will award students with 30 Diploma-Level credits towards STEP membership. 
  • Ideal for practitioners looking for professional accreditation. 
  • A recognised ‘gold-standard’ professional qualification for those working in the industry, globally recognised by employers, regulators, clients, and professionals. 
  • Blended delivery, written and taught by practitioners, focusing on everyday matters encountered in private company management from incorporation, modern usage and administration of companies and the provision of corporate services. 
  • Access to specimen examination papers and solutions to support you in your assessment preparation. 
  • Ability to grow your own professional network, meeting students from a range of professions providing an opportunity for networking, building relationships, and sharing study tips/support as a cohort. 
  • Students can submit academic queries to a dedicated programme content team. 

60 Entry-Level Credits 

Note: Applicants must have obtained 60 STEP Entry-Level credits to enrol onto this course or be a member of STEP. Visit STEP's Qualifications and Membership to understand how to apply. 

Places are filling up fast, so be sure to book now to avoid disappointment and to take advantage of the current price before it increases on 1 December 2023. 

Please note all courses are delivered fully online. 

The core programme is delivered through a blend of distance-learning and virtual workshops delivered online by experts in the field who possess vast amounts of professional experience and practical knowledge.

We recommend that you spend four to six hours per week on private study for a minimum of four months prior to the examination.

Enrolment onto this course will provide access to an online learning platform that contains: 

  • bespoke soft copy course manual
  • supplementary resource material, including over 50 trust-related documents
  • self-assessment material
  • distance learning support
  • six days of tuition
  • examination fees.

Additional charges will apply for re-sit attempts and deferrals.

The course is assessed by way of a five-hour open-book written examination which comprises 25 compulsory multiple-choice questions (each worth 1 mark), followed by three 25-mark essay/problem style questions chosen from a selection of five questions. The questions will be drawn from across the syllabus and candidates must achieve 50% in order to pass the Advanced Certificate.

PUYI - China Delivery Partner

CLTI and STEP have appointed PUYI Education to deliver our globally recognised Diploma in International Trust Management to trusts and estates practitioners in China.

Once you have successfully completed this course, you will gain 30 Diploma-Level credits towards STEP membership and be awarded the STEP Advanced Certificate in Company Law and Practice.

2023/2024 Timetable

Please note all courses are delivered fully online.

Thank you for your interest in CLTI or STEP products. Due to government regulations, we are unable to accept online payments from, or, on behalf of students from certain countries and territories without prior agreement. Please contact us for further details on, +44 (0) 121 362 7733.

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Get in touch...

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4 Months



Entry Criteria

60 Entry-Level Criteria

Note: Applicants must have obtained 60 STEP Entry-Level credits to enrol onto this course or be a member of STEP. Visit STEP's Qualifications and Membership Framework to understand how to apply.

Course Fee: £1625