STEP - Advanced Certificate

STEP Advanced Certificate in Trustee Investment and Financial Appraisal

STEP Advanced Certificate in Trustee Investment and Financial Appraisal
Credits Awarding Body STEP
Credits Awarded 30
Credits Awarded Level Diploma-Level

New 2021 Syllabus Coming Soon!

This course forms part of the STEP Diploma in International Trust Management which is recognised worldwide as the benchmark qualification for those working in the international trusts industry.

Course purpose

The course is designed for practitioners involved in international trust administration and management, this course will develop your understanding of the workings of the financial markets, and enable you to implement investment advice, analyse and monitor trust investments, and report to the beneficiaries.

You will be able to

  • Advise on the classification, types and uses of trusts, the factors affecting their validity and the circumstances under which they can and cannot be altered.
  • Explain the roles, responsibilities, limitations and liabilities of trustees, protectors and enforcers under local and international law.
  • Understand money, bond and equity markets, financial appraisal and ratio analysis and options, derivatives and futures markets.
  • Explain the duties and responsibilities of trustees in relation to investment matters under local and international legislation.
  • Advise on the use of trusts in modern tax planning.
  • Advise on the issues surrounding modern reserved powers legislation.
  • Identify and advise on the factors affecting a client’s residence and domicile and outline the impact of these on a client’s estate planning needs.
  • Analyse the conflict of laws rules (doctrine of renvoi) applicable to multi-jurisdictional trusts and advise clients when these rules may apply.
  • Explain the regulatory frameworks that have developed globally to counteract fraud and money laundering.
  • Carry out the ‘know your client’ checks that are required for compliance with anti-money.
  • Laundering regulations in your local jurisdiction.
  • Construct and interpret a set of trust accounts.
  • Understand the day-to-day affairs of an offshore company including the processes of incorporation and dissolution.

Course audience

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
  • Bankers
  • Secretarial/Administration
  • Client Relations/Marketing/Sales
  • Financial/Estate Planners


  • 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.
  • This course is also subject to the rigorous quality assurance procedures of Alliance Manchester Business School (Alliance MBS), a school of the University of Manchester.
  • Can be taken as a standalone qualification or as part of the STEP Diploma in International Trust Management.
  • Blended delivery, written and taught by practitioners, focusing on everyday matters encountered in international trust management from creation, modern usage and administration of trusts and the provision of corporate services.
  • Provides students with the ability to grow their own professional network, interact with students online from a range of professions, build relationships and share study tips/support as a cohort.
  • Provides 30 Diploma-Level credits towards STEP membership.

Format, Delivery and Assessment

Please note all courses throughout 2021 are being delivered fully online. Please visit ‘2021 Delivery’ for further information.

This Advanced Certificate forms part of the STEP Diploma in International Trust Management, combined with three additional STEP Advanced Certificates.

Each of these Advanced Certificates can be taken as a standalone qualification or as part of the Diploma programme.

This course is available for study all year round, with intakes at different points throughout the year (depending on your location). The core programme is delivered through a blend of distance-learning and four virtual workshops as part of a revision-week series delivered 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 include the following:

  • access to an online learning platform that contains:  
    • bespoke soft copy course manual
    • self-assessment material
    • distance learning support
  • attendance at four days of tuition
  • examination fees.

Thanks to our online classroom, students can take this course from anywhere. You can select any of the dates indicated in the 'Booking and Fees' section below.

The regions listed are indicative of the locally focused content of the workshops. Where possible, we encourage students to pick the region nearest to where they are studying from, as they reflect the time zones of the teaching.

  • UK & Crown Dependencies
  • Europe
  • Asia
  • Caribbean & The Americas

The course is assessed by way of a three-hour closed-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.

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

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 Trustee Investment and Financial Appraisal.

Course Schedules

Course Timetable - Global

Resit Timetable - Global

Please note that all regions are indicative of time zone only. Applications from students globally are accepted onto all courses, subject to satisfying the entry criteria. 

Please note all courses until end December 2020 and throughout 2021 are being delivered fully online. Please visit ‘2021 Delivery’ for further information.

Fees and Booking

Singapore Funding:

Eligible Singapore-based students can now receive funding of 50% of the course fees. Visit Funding and Support for further details.

To enrol for this course, you must select your preferred course start date, and the corresponding events and location.
Course Start Date Book Course
2021 1625.00 1625.00

Select your options

Awarded By



Online Only


4 Months

Entry Criteria

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 Framework to understand how to apply.




John Harper

John Harper is a qualified chartered accountant and chartered secretary. During his career, he has worked in private practice in Jersey, as the Finance Director for large commercial groups and as the Managing Director of trust companies in the Channel Islands, Bermuda and Mauritius.

Mike Parkinson

Mike has over 30 years’ experience in the international financial services industry. He was admitted to the bar in the Cayman Islands in 1985 and between then and 1998, Mike practiced as a Cayman Attorney-at-Law, specialising in trusts and international offshore litigation.

Peter Hodson

Peter is a qualified solicitor in Hong Kong and England and Wales, with over 30 years’ experience in fiduciary services, advising high net worth individuals, family offices and financial institutions. 

Robin McGhee

Robin has more than 35 years' experience as a trust and estate practitioner. During his career he has held several senior positions in multinational organisations in the UK, Isle of Man, Cayman Islands and Switzerland. Since 2016 Robin has worked as a self-employed consultant.

Robin Riddett

Robin began his career as an assistant solicitor at Wood Nash & Winters in 1968. He moved into teaching in 1974, working as an Associate Director at the College of Law until 2001. Since then Robin has been a self-employed tutor and lecturer.

Stella Mitchell-Voisin

Stella has over 25 years’ experience in trust and company management, covering fine art, bloodstock, commercial and residential property, private equity, family offices and private trust companies. 


Susan Giger

Susan has worked in the field of trust administration and wealth planning for high net worth individuals for over 20 years. Her particular areas of expertise are the structuring of private client wealth portfolios and the management of offshore trusts, companies and foundations in a variety of jurisdictions.

Course Enquiry Form

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