Course details
The STEP Certificate in International Trust Management introduces you to the fundamentals of international trusts in a global and local environment.
- The gold-standard professional qualification for those working in the industry; globally recognised by employers, regulators and clients.
- Grow your network of like-minded professionals.
- Earn 30 Entry Level credits towards STEP Membership.
Awarded in association with Alliance Manchester Business School, the University of Manchester.
Course fees: £1800 + Local taxes
This course is also is also available with face-to-face workshops in Jersey.
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.
It's a great introduction for anyone new to the Trust administration field who wishes to get an overview of the subject.
Course dates, fees and enrol now:
If you live outside of these 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.
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
Join course tutor Robin McGhee for a FREE online information session exploring the suite of STEP qualifications focussed on international trusts.
Become a member of STEP
This course is open-entry and therefore anyone is eligible to enrol.
This is a STEP qualification. STEP membership is required to study this course and must be maintained throughout the duration of your studies. STEP will contact you regarding membership 6-8 weeks after course enrolment.
Successful completion of this course will provide 30 Entry Level credits towards membership.
What will I learn?
- The fundamentals of trust work in an international environment
- The evolution of equity and the law of trusts
- The creation of a valid trust
- Types of trusts and interests
- Modern uses of offshore trusts
- The administration of trusts
- The evolution, features and advantages of offshore asset-holding companies
- The incorporation, funding and dissolution of companies
- The roles, rights, powers and duties of shareholders, directors and other officers
- The services offered by company management service providers
Course format
A flexible, part-time course delivered online over four months.
Once you have successfully completed this course, you will gain 30 Entry Level credits towards STEP membership and be awarded the STEP Certificate in International Trust Management.
Courses starting before December 2025
Enrolment includes:
- online guided study, including self-assessment questions
- four tutor-led workshops
- 5-hour final examination (comprising multiple choice and long-answer questions)
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:
- expert-developed course material covering key global jurisdictions
- video summaries of key topics
- 4 interactive, tutor-led sessions focussed on application of knowledge
- assessment preparation session and self-assessment questions
- 4-hour final examination (comprising multiple choice and long-answer questions)
Is this course right for me?
This course is suitable for:
- trust managers/officers
- 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
What learners say:
I believe the STEP Certificate in International Trust Management is a valuable qualification for all professionals in the financial services industry, providing essential knowledge and credibility in cross-border trust and fiduciary matters.
The STEP International Trust Management course has been a truly enriching experience. As a trainee administrative professional, I regularly deal with the practical aspects of trust and corporate services. This course provided me with a strong foundation in international trust law, fiduciary responsibilities, and the ethical standards required in trust management. It has not only enhanced my technical understanding but also deepened my confidence in supporting clients with cross-border estate planning and asset protection. I would highly recommend this course to anyone looking to grow in the trust and fiduciary services industry.
Trainee Administrator
The STEP Certificate has significantly enhanced my understanding of Trusts and estate planning. The course was well-structured, practical and immediately applicable to my work. It's an essential qualification for anyone looking to deepen their expertise in the field.
Trainee Trust Administrator
