Trustee Duties & Investment | Advanced

Course details

This course provides practitioners with the technical knowledge and understanding of a trustee’s duties when investing and managing the trust fund.

Gain in-depth expertise: Improve your technical knowledge of law and best practice relating to the proper management and investment of the trust fund, including the key considerations, evaluations, and duties of a trustee in deciding how and in which asset classes to invest trust property.
Practical focus: Practical advice and guidance written by practitioners, for practitioners on everyday matters encountered when investing and managing a variety of asset classes.
Build valuable connections: Network with like-minded professionals in varied roles and firms from all over the world.
Industry recognition: Recognised worldwide as the ‘gold-standard’ benchmark qualification for those working in the international trusts industry by employers, regulators, clients, and professionals. Successful completion provides 30 Diploma Level credits towards STEP membership, enhancing your professional standing, and is awarded in association with Alliance Manchester Business School, a School of the University of Manchester.

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.

STEP Advanced Certificate in Trustees' Duties: Investment and Management of the Trust Fund

View the March 2025 course timetable

View the June 2025 course timetable

View the September 2025 course timetable

View the December 2025 course timetable

Course dates, fees and enrol now:

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If you live outside of theses regions, we recommend selecting the region with the time zone that suits you best.

Customised Pricing and Group Rates

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.

Enquire now via our Corporate Solutions team

Instalment Plans

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.

International Trust Management Qualifications Pathway

Online Information Session

20th August 2025 - 13:00 BST

Join course tutor Robin McGhee for a FREE online information session exploring the suite of STEP qualifications focussed on international trusts.

Book your FREE place

Find out more about The STEP Diploma

Entry requirements

60 Entry Level credits which can be achieved through:

Completion of a STEP Certificate (30 credits)
Previous learning - confirmed through Accreditation of Prior Certificated Learning (APCL) application - 30 credits
Work experience - confirmed through Accreditation of Prior Experiential Learning (APEL) - 30 credits

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.

Apply for APCL or APEL

Become a member of STEP

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.

Find out more about STEP Membership

What will I learn?

Download syllabus

Trustees’ powers and duties when investing and managing the trust fund
How to establish an appropriate asset allocation to meet the needs of the trust
How to monitor investment performance and balance risk with anticipated return
The fundamentals and best practice of asset management when administering the following types of trust assets:
- Cash, including money market securities
- Bonds
- Stocks and shares
- Derivatives (options)
- Collective investment funds
- Structured investment products
- Private equity
- Private operating companies
- Real estate
- Movable chattels

Is this course right for me?

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 advisers 
compliance officers/managers 
private bankers 
secretarial/administration 
client relations/marketing/sales 
financial/estate planners

Course format

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 Trustees' Duties: Investment and Management of the Trust Fund.

Courses starting before December 2025

Enrolment includes: