Develop your understanding of a trustee’s duties when investing and managing the trust fund. Achieve a globally recognised benchmark qualification and take a step closer to achieving the STEP Diploma.
This course provides practitioners with the technical knowledge and understanding of a trustee’s duties when investing and managing the trust fund.
New and improved format – designed around you
We listened to your feedback. This course has been redesigned, replacing the intensive, week-long workshop and exam format with a more flexible, staggered, and supported learning experience that fits around your life and time zones.
You'll benefit from updated content, short podcasts, interactive workshops, collaborative cohort learning, support videos, and a dedicated revision period to consolidate your knowledge before exams – giving you the time and space to succeed.
Course fees: £1875 + Local taxes
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Being capable of navigating the investment field is one of the core advantages that trustees can gain to better assist their clients. I absolutely enjoyed the course and gained valuable knowledge.
Trust Officer
If you are not already a member of STEP, you need to join before enrolling onto this course as you will need your STEP membership number to hand when booking. Find out more here. Please allow five working days for your membership application to be approved by STEP. Applicable local taxes and discounts will be added to your basket on checkout for this course.
The course fee is increasing from 1 January 2026 – enrol now and benefit from the existing price.
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.
To take this course you need to be a member of STEP at Affiliate level or higher.
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 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:
Digital Certificates from April 2026
From April 6th 2026, printed certificates will no longer be issued. All certificates will be provided digitally via Diplomasafe.
This change supports our commitment to sustainability and modernisation. Digital certificates are:
Certificates are issued by our credentials partner, Diplomasafe. CLTI will securely share data with Diplomasafe in line with GDPR to enable digital credentialing. Learn more: https://diplomasafe.com
STEP Professional Postgraduate Diploma in Private Wealth Advice
