Course details:
The gold-standard entry-level qualification for professionals working in trusts, estates, and private wealth.
The STEP Certificate offers a practical introduction to the fundamentals of international trusts in a global and local environment. Now available in a hybrid format, it combines 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: 31 July 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 Student 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.
Become a member of STEP
To take this course you need to be a member of STEP.
Why choose hybrid delivery?
- In-person workshops in Geneva or Zurich
- Live virtual sessions to deepen understanding
- Building your professional network and collaborating with peers
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 offshore corporate services
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
This Certificate proves an entry route on to the STEP Diploma, via the International Trust Management pathway.
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.
Missed the current intake?
If the current start date doesn't suit your schedule, you can register your interest below and we'll keep you informed about the next cohort launching in 2027.
