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