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.
Recognised globally as a benchmark qualification in the trusts industry, it helps you move closer to achieving the STEP Diploma.
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: Geneva & Zurich
Course fee: £2350
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 before exams
What will I learn?
- The trust concept and legal framework
- Powers, duties and responsibilities of trustees
- Trust creation, administration and governance
- Risk, compliance and regulatory considerations
- Practical handling of real-world trust scenarios
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.