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.
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.
Log-in information for the hub will be sent in your welcome email.
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
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
Course format
Online option
This course is available to study all year round.
A flexible, part-time, four-month course, comprising:
- online guided study, including self-assessment questions
- four virtual workshops
Face-to-face in person option
The programme is also delivered face-to-face through a combination of self-study with four in person workshops by one of our course tutors. For dates and availability please visit the top of this course page.
This course is assessed by a five-hour open-book examination comprising multiple choice and essay-style questions.
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.
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.
