STEP Advanced Certificate in Trusts: Law and Practice – Hybrid in Jersey
Develop in-depth expertise and progress towards the STEP Diploma. This STEP Advanced Certificate is now enhanced with local, in-person workshops in Jersey.
Course details:
Take the next step in your professional journey with this advanced, practitioner-focused qualification, designed to build technical expertise and practical skills in trust management.
This course provides practitioners with the technical knowledge and practical skills required to manage wealth held in trust in a professional and effective manner in compliance with industry best practice.
Recognised globally as a benchmark qualification in the trusts industry, it helps you move closer to achieving the STEP Diploma and TEP status.
Why choose this course?
- Gain deep technical knowledge of trust law and trustee responsibilities
- Learn from practitioners, for practitioners with real-world insight
- Stay current with global regulatory and compliance developments
- Progress towards the STEP Diploma and professional recognition
Start your journey
- Course start: 3 August 2026
- Enrolment closes: 10–12 August 2026
- Locations: Jersey
Course fee: £2350
STEP Diploma: International Trust Management recommended route
STEP Advanced Certificate in Principles of International Taxation, AML and Compliance
STEP Advanced Certificate in Company Law and Practice
STEP Advanced Certificate in Trustees’ Duties: Investment and Management of the Trust Fund
View course fee and enrol now:
Are you a STEP member?
You need to be a member of STEP at Affiliate level to take this course
If you are not a member yet, you can join STEP directly via their website.
Applicable local taxes and discounts will be added to your basket on checkout.
Why choose hybrid delivery?
- Face-to-face workshops to explore complex topics
- Interactive virtual learning and peer discussion
- Local and global expert tutors
- Dedicated revision support, plus the chance to apply your knowledge to your own jurisdiction
- Building your professional network and collaborating with peers
What will I learn?
- Review of the trust concept
- Marketing trust services and accepting new business
- The trust instrument — part 1: preliminary provisions
- The trust instrument — part 2: dispositive provisions
- The trust instrument — part 3: administrative provisions
- Choice of law to govern the trust
- The role and status of a protector
- Estate planning and forced heirship issues
- Asset protection trusts
- Purpose trusts
- Private foundations
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
Become a member of STEP
To take this course you need to be a member of STEP at Affiliate level or higher.
Course format
- Online core programme (flexible and supported)
- In-person introductory workshop (August)
- 4 virtual workshops (Aug-Nov)
- In-person revision workshop (December)
- Final exam: 15 December 2026
Flexible study options
Prefer to study fully online?
You can still enrol in the online-only version - hybrid is available as an optional enhancement.
Missed the current intake?
If the current start date doesn't suit your schedule, you can register your interest below and we'll keep you informed about the next cohort launching in 2027.