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.
Awarded in association with Alliance Manchester Business School, the University of Manchester.
To take this course you need to be a member of STEP. Find out more about how to join STEP here.
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.
You may also be interested in:
STEP Advanced Certificate in Trusts: Law and Practice (International)
Course dates, fees and enrol now:
If you are not already a member of STEP, you need to join before enrolling onto this course as you will need your STEP membership number to hand when booking. Find out more here. Please allow five working days for your membership application to be approved by STEP. Applicable local taxes and discounts will be added to your basket on checkout for this course.
Our courses can become oversubsribed quickly and places are allocated on a first come, first served basis. We advise that you book early to ensure you receive your requested workshop dates and to check the dates as soon as you receive your booking confirmation email.
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.
The STEP Diploma
The International Trust Management route to the STEP Diploma comprises four Advanced Certificates. All practitioners working in the field of trusts and/or estates will benefit from this qualification – from accountants, to lawyers, bankers, trust professionals, wealth managers, and others.
Become a member of STEP
To take this course you need to be a member of STEP.
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 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
- podcast 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)
Digital Certificates from April 2026
From April 6th 2026, printed certificates will no longer be issued. All certificates will be provided digitally via Diplomasafe.
This change supports our commitment to sustainability and modernisation. Digital certificates are:
- Eco-friendly – reducing paper use and our carbon footprint
- Secure – each certificate includes a QR code for instant verification
- Convenient – easy to access, store, and share
Certificates are issued by our credentials partner, Diplomasafe. CLTI will securely share data with Diplomasafe in line with GDPR to enable digital credentialing. Learn more: https://diplomasafe.com
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:
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
It's a great introduction for anyone new to the Trust administration field who wishes to get an overview of the subject.
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
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.
