STEP Certificate in International Trust Management - China

Delivered in simplified Chinese, by PUYI, our education partner in China, 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.

Upon completion of this course, you will gain: 

Industry knowledge:  This program explores fundamental principles and the latest advancements in International Trusts industry

Practical Application: Grasp the fundamentals of international trusts, as well as the operational procedures and criteria applicable in both global and local contexts.

Build connections: Network with like-minded professionals in varied roles and firms from all over the world.

Industry recognition: Successful completion awards you 30 diploma-level credits toward membership, enhancing your professional standing. This course also provides a pathway to prestigious STEP full membership.

This qualification covers the following topics:

• Explore the main features of the offshore financial industry.
• Examine the essential criteria for establishing a valid trust.
• Understand the procedures and formalities for transferring property into trust.
• Gain insights into navigating a standard trust instrument.
• Learn about tax implications for individuals and companies domiciled or deemed resident in onshore jurisdictions.
• Explore the use of inter vivos trusts in estate planning.
• Develop skills in creating and maintaining organized trust files.
• Understand how to identify and avoid situations where a trust may be considered a sham.
• Explore the various uses of offshore companies in managing and protecting privately held assets.

This course is designed for simplified Chinese-speaking professionals moving into or working in financial services, specifically trusts and corporate services, who wish to develop their understanding and knowledge of International Trusts.

Students of this course typically include:

• Trust managers/officers
• 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

There are no minimum entry requirements for this course.

There are no minimum entry requirements for this course. You will need to become a member of STEP to study this course.

This course is available to study all year round.

A flexible, part-time, four-month course comprising of:

• Online guided study including self-assessment questions
• (Number be confirmed) x virtual workshops
• Assessed by a 5-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 (China)