STEP - Certificate

STEP Certificate in International Trust Management

STEP Certificate in International Trust Management
Credits Awarding Body STEP

This course covers basic principles and the most up-to-date developments in the industry, introducing you to the fundamentals of international trusts, trust operations and requirements in a global and local environment.

The course will give you an understanding of the fundamentals of trust work in an international environment. You will gain an insight into legal and administrative principles to enable you to manage wealth held in trust. The course can be taken as a standalone qualification or as an introduction to the STEP Diploma in International Trust Management programme. 

This qualification is globally recognised and sought after by employers and professionals throughout international finance centres.

You will be able to:

  • Provide an overview of the main features of the offshore financial industry.
  • Distinguish between legal and equitable ownership rights.
  • Comply with a trustee’s fiduciary duties and duty of care.
  • Explain the fundamental requirements to create a valid trust.
  • Describe the different formalities necessary for transferring various types of property into trust.
  • Navigate your way around a standard trust instrument.
  • Explain how tax is imposed on individuals and companies that are domiciled or deemed resident for tax purposes in an onshore jurisdiction.
  • Explain how an inter vivos trust can be used for estate planning purposes to plan who gets what upon an individual’s death.
  • Create and maintain trust files to record and retain information in a logical, clear and efficient manner.
  • Explain how a trust may become at risk of being set aside as a sham and avoid that situation occurring.
  • Explain the uses of offshore companies in managing and protecting privately held assets.
  • Detail the basic procedure to incorporate a company.
  • Appreciate when and in what circumstances a company may be wound up.
  • Explain the position, role and rights of shareholders.
  • Highlight the risks that a service provider undertakes in providing directors and the ways to mitigate these.

The course is designed for all professionals moving into financial services (specifically trusts and corporate services), at an early stage of their career or an aligned practice area who wish to develop their understanding and knowledge of this area.

Students of this course typically include:

  • Trust Officers/Administrators
  • Trust Managers (Senior)
  • Trustees/Fiduciaries
  • Corporate Administrators
  • Lawyers/Solicitors/Attorneys
  • Wealth Managers
  • Accountants
  • Tax Advisors
  • Compliance Officers/Managers
  • Private Bankers
  • Secretarial/Administration
  • Client Relations/Marketing/Sales
  • Financial/Estate Planners
  • The programme is open-entry allowing students to enrol without the requirement of previous experience/qualifications.
  • Ideal for professionals moving into the industry and looking for professional accreditation.
  • A recognised ‘gold-standard’ professional qualification for those working in the industry, globally recognised by employers, regulators, clients and professionals.
  • This course is also subject to the rigorous quality assurance procedures of Alliance Manchester Business School (Alliance MBS), a school of the University of Manchester.
  • Can be taken as a standalone qualification or as an entry point into the STEP Diploma in International Trust Management.
  • Blended delivery, written and taught by practitioners, focusing on everyday matters encountered in international trust management from creation, modern usage and administration of trusts and the provision of corporate services for the trust's underlying company.
  • Access to specimen examination papers and solutions to support you in your assessment preparation.
  • Ability to grow your own professional network, liaising with students from a range of professions providing an opportunity for networking, building relationships and sharing study tips/support as a cohort.
  • Students have the opportunity to submit academic queries to a dedicated programme content team.
  • Successful completion of the course will award students with 30 Entry-Level credits towards STEP membership.

This course is available for study all year round, with intakes at different points throughout the year (depending on your location). The core programme is delivered through a blend of distance-learning and four virtual workshops as part of a revision-week series delivered by experts in the field who possess vast amounts of professional experience and practical knowledge.

We recommend that you spend four to six hours per week on private study for the duration of the course.

Enrolment onto this course will provide access to an online learning platform that contains:  

  • bespoke soft copy course manual
  • self-assessment material
  • distance learning support
  • four days of online tuition
  • examination fees.

Thanks to our online classroom, students can take this course from anywhere. You can select any of the dates indicated in the 'Booking and Fees' section below.

The regions listed are indicative of the locally focused content of the workshops. Where possible, we encourage students to pick the region nearest to where they are studying from, as they reflect the time zones of the teaching.

  • UK & Crown Dependencies
  • Europe
  • Asia
  • Caribbean & The Americas

The course is assessed by way of a five-hour open-book written examination which comprises 25 compulsory multiple-choice questions (each worth 1 mark), followed by three 25-mark essay/problem style questions chosen from a selection of five questions. The questions will be drawn from across the syllabus and candidates must achieve 50% in order to pass the Certificate.

Additional charges will apply for re-sit attempts and deferrals.

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.

Course Timetable - 2022

Resit Timetable - 2022


Please note all courses are delivered fully online.

Singapore Funding:

Eligible Singapore-based students can now receive funding of 50% of the course fees. Visit Funding and Support for further details.


If you are based in Hong Kong or Singapore, please choose either Hong Kong Based or Singapore Based Course start date. All other students should select from the 2022 Course start date.


Book Course

To enrol onto this course, please login to your account or register using our online booking portal.

Get in touch...

To discuss your options, or speak to a member of the Admissions Team, please get in touch.


4 Months


Online Only

Entry Criteria




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