Course details
The STEP Certificate in International Trust Management introduces you to the fundamentals of international trusts in a global and local environment. In January 2025, the teaching for this course will be delivered in-person in Jersey.
By joining the face-to-face delivery of this course, learners will be able to engage and interact with fellow students in person, collaborate, work as a team, and learn together
- The gold-standard professional qualification for those working in the industry; globally recognised by employers, regulators and clients.
- Network in person and 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: £2200 + Local taxes
Course Dates:
- 13 October 2025
Please note: In the event that the minimum required number of participants is not met, the course may be cancelled. We will contact you with any possible options to either defer, transfer to an alternative course or be refunded.
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.
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
The programme will be delivered through a blend of distance-learning and four in-person workshops delivered locally in Jersey by one of our expert course tutors, Natalie Dimond.
The course package will provide access to an online learning platform that contains course reading, self-assessment material, distance learning support, attendance at four local workshop days and the examination fee.
By joining the face-to-face delivery of this course, learners will be able to engage and interact with fellow students in person, collaborate, work as a team, and learn together
A blended four month course, comprising:
- online guided study
- four in-person workshops Monday 21st - Thursday 24th July 2025
- online exam Friday 25th July 2025
This course is assessed by a five-hour open-book examination comprising multiple choice and essay-style questions.
Once you have successfully completed this course, you will be awarded the STEP Certificate in International Trust 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 advisors
- compliance officers/managers
- private bankers
- secretarial/administration
- client relations/marketing/sales
- financial/estate planners
