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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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.
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.
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.
A flexible, part-time course delivered online over four months.
Once you have successfully completed this course, you will 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:
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
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:
STEP Professional Postgraduate Diploma in Private Wealth Advice
