The programme is designed to enable practitioners in the industry to develop a deep and critical understanding of the global regulatory framework in which the private wealth industry operates.
This Advanced Certificate can be taken as part of the STEP Diploma.
This course provides practitioners with the technical knowledge and understanding of the global regulatory framework in which the private wealth industry operates.
Course fees: £1875 + Local taxes
New and improved format
This course has been redesigned for cohorts beginning December 2025 to offer a more engaging, flexible, and supported learning experience. You’ll benefit from updated content, bite-size videos to learn at your own pace, interactive workshops and collaborative cohort learning. A new revision period allows you to consolidate knowledge before exams.
This modern course format empowers you to study with confidence and stay on track to achieve your career goals.
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Please select the region closest to your timezone. If course dates for your region are not currently displayed, the next intake will be December 2025, so please check back in a couple of days when the dates will be available to book.
Our courses can become oversubsribed quickly and places are allocated on a first come, first served basis. We advise that you book early to ensure you receive your requested workshop dates and to check the dates as soon as you receive your booking confirmation email.
Please note: From 1 October 2025, you will need to become a STEP member before enrolling onto this course
Tailored pricing plans and group rate cards are available for firms seeking to train multiple team members or larger groups of employees. We are happy to work with you to design a cost-effective solution that aligns with your training goals and budget.
You can pay for your course fees in instalments if you choose the interest-free instalment plans available for certain courses. Specifically, you can opt for three equal monthly instalments for Certificate and Advanced Certificate level courses that total over £800 (excluding VAT), or six equal monthly instalments for the Professional Postgraduate Diploma. Payments can be made using a credit or debit card.
60 Entry Level credits which can be achieved through:
Note: You do not need to apply for APEL or APCL if you already have confirmed, or if you have studied for at least two STEP Certificates previously.
This is a STEP course/qualification. STEP membership is required to study this course and must be maintained throughout the duration of your studies.
You will need 60 Entry Level credits and if you are not already, you will become an Affiliate member by enrolling on this course. STEP will contact you regarding membership 4-6 weeks after course enrolment.
Successful completion of the course will provide 30 Diploma Level credits as part of the STEP Qualification and Membership framework.
A flexible, part-time course delivered online over four months.
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 Principles of International Taxation, AML and Compliance.
Courses starting before December 2025
Enrolment includes:
Courses starting from December 2025
This course has been refreshed with updated content and new features! It will be available for study four times a year and includes:
The course is designed for practitioners involved in the international trust industry who wish to develop their knowledge and understanding of the principles of risk management, international taxation, AML and compliance.
Students of this course typically include:
