STEP Certificate in International Trust Management

Course details

The STEP Certificate in International Trust Management introduces you to the fundamentals of international trusts in a global and local environment. 

  • The gold-standard professional qualification for those working in the industry; globally recognised by employers, regulators and clients. 
  • Grow your network of like-minded professionals. 
  • Earn 30 Entry Level credits towards STEP Membership. 

Awarded in association with Alliance Manchester Business School, the University of Manchester.

Price: £1730 + Local taxes

Jersey based and interested in studying for this course in-person? Find out more.

STEP certificates

Course dates, fees and enrol now:


This course is available for Asia, Caribbean and UK/Europe. You can select your preferred jurisdiction and course timings in the learning hub.

Log-in information for the hub will be sent in your welcome email.

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

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 

Course format

This course is available to study all year round. 

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

  • online guided study, including self-assessment questions 
  • four virtual workshops 

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 gain 30 Entry Level credits towards STEP membership and be awarded the STEP Certificate in International Trust Management.

Become a member of STEP

This course is open-entry and therefore anyone is eligible to enrol.

This is a STEP qualification. STEP membership is required to study this course and must be maintained throughout the duration of your studies. STEP will contact you regarding membership 6-8 weeks after course enrolment. 

Successful completion of this course will provide 30 Entry Level credits towards membership.


Any questions?