STEP Certificate in International Trust Management - Jersey Delivery

This Jersey-based course will include face-to-face teaching. This is only currently available for July 2024. Any future face-to-face workshops will depend on the demand shown for in-person teaching.

The course will give you an understanding of the fundamentals of trust work in an international environment. You will gain an insight into legal and administrative principles to enable you to manage wealth held in trust. The course can be taken as a standalone qualification or as an introduction to the STEP Diploma in International Trust Management online programme. 

This qualification is globally recognised and sought after by employers and professionals throughout international finance centres.

This course is awarded in association with Alliance Manchester Business School, the University of Manchester.

You will be able to: 

• Provide an overview of the main features of the offshore financial industry. 
• Distinguish between legal and equitable ownership rights. 
• Comply with a trustee’s fiduciary duties and duty of care. 
• Explain the fundamental requirements to create a valid trust. 
• Describe the different formalities necessary for transferring various types of property into trust. 
• Navigate your way around a standard trust instrument. 
• Explain how tax is imposed on individuals and companies that are domiciled or deemed resident for tax purposes in an onshore jurisdiction. 
• Explain how an inter vivos trust can be used for estate planning purposes to plan who gets what upon an individual’s death. 
• Create and maintain trust files to record and retain information in a logical, clear and efficient manner. 
• Explain how a trust may become at risk of being set aside as a sham and avoid that situation occurring. 
• Explain the uses of offshore companies in managing and protecting privately held assets. 
• Detail the basic procedure to incorporate a company. 
• Appreciate when and in what circumstances a company may be wound up. 
• Explain the position, role, and rights of shareholders. 
• Highlight the risks that a service provider undertakes in providing directors and the ways to mitigate these. 

The course is designed for Jersey-based professionals moving into financial services (specifically trusts and corporate services), at an early stage of their career or practice area who wish to develop their understanding and knowledge of this area.

Students of this course typically include:

• Trust Officers/Administrators
• Trust Managers (Senior)
• 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

• Successful completion of the course will award students with 30 Entry-Level credits towards STEP membership. 
• The programme is open entry, allowing students to enrol without the requirement of previous experience/qualifications. 
• Ideal for professionals moving into the industry and looking for professional accreditation. 
• A recognised ‘gold-standard’ professional qualification for those working in the industry, globally recognised by employers, regulators, clients, and professionals. 
• Blended delivery, written and taught by practitioners, focusing on everyday matters encountered in international trust management from creation, modern usage and administration of trusts and the provision of corporate services for the trust's underlying company. 
• Access to specimen examination papers and solutions to support you in your assessment preparation. 
• Ability to grow your own professional network, liaising with students from a range of professions providing an opportunity for networking, building relationships, and sharing study tips/support as a cohort. 
• Students can submit academic queries to a dedicated programme content team. 
• The course is subject to the rigorous quality assurance procedures of Manchester Business School, a Faculty of the University of Manchester. 

Enrolment for this course will close on 26 April 2024, after this date students will have access to their learning materials and can begin their studies.

The programme will be delivered through a blend of distance-learning and four in-person workshops delivered locally in Jersey, between 22nd - 25th July. by one of our expert course tutors. 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.

Enrolment onto this course will also provide access to an online learning platform that contains:  

• bespoke soft copy course manual
• self-assessment material
• distance learning support
• examination fees.

Enrolment closes for this course on 26 April 2024. After this date, students will have access to their learning materials and can begin their studies.

The programme will be delivered through a blend of distance-learning and four in-person workshops delivered locally in Jersey, between 22nd - 25th July. by one of our expert course tutors. 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.

Jersey Face-to-Face Course Timetable 

Thank you for your interest in CLTI or STEP products. Due to government regulations, we are unable to accept online payments from, or, on behalf of students from certain countries and territories without prior agreement. Please contact us for further details on cltinternational@centlaw.com, +44 (0) 121 362 7733.