Course details:
The STEP Certificate is the gold-standard entry-level qualification for professionals working in trusts, estates, and private wealth.
Now available in a hybrid format, it offers a practical way to learn—combining global content with local insight.
Why choose this course?
- Gain a globally recognised qualification valued by employers, regulators and clients
- Develop core knowledge of international trusts and wealth management
- Build a strong professional network of peers
- Earn credits towards STEP membership and further progression
Start your journey
- Course start: 3 August 2026
- Enrolment closes: 10–12 August 2026
- Locations: Geneva & Zurich
Course fee: £2300
View course fee and enrol now:
Are you a STEP member?
You need to be a member of STEP at Affiliate level to take this course
If you are not a member yet, you can join STEP directly via their website.
Applicable local taxes and discounts will be added to your basket on checkout.
Why choose hybrid delivery?
- In-person workshops in Geneva or Zurich
- Live virtual sessions to deepen understanding
- Applied learning with local tutors
What will I learn?
- The fundamentals of trust law and practice
- Roles and responsibilities of trustees
- The structure and administration of trusts
- International and regulatory context of wealth management
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
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.
Course format
- Online core programme (flexible and supported)
- In-person introductory workshop (August)
- 4 virtual workshops (Aug-Nov)
- In-person revision workshop (December)
- Final exam: 15 December 2026
Flexible study options
Prefer to study fully online?
You can still enrol in the online-only version - hybrid is available as an optional enhancement.