An executive programme for experienced practitioners looking to develop their understanding of critical thinking, risk assessment and business strategy and wanting to take the next step in their professional career.
Enhance your knowledge, expertise and leadership skills with technical masterclasses focusing on emerging, specialist areas of practice. The course also includes exclusive sessions for aspiring strategic leaders to enhance their leadership and commercial skills.
The STEP Professional Postgraduate Diploma in Private Wealth Advice is designed for aspiring leaders to elevate your expertise in wealth management and estate planning.
This programme will broaden your understanding of critical thinking, risk assessment and business strategy. Once you complete this course, you will gain a first-class, specialist qualification and have the expertise needed to take your career to the next level.
This dynamic course provides an unparalleled learning experience to help you excel in the fast-paced world of private wealth advising, with:
This course has been accredited with 90 Masters Level credits by the University of Law.
Taking enrolments until: 14 October 2025
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. 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.
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.
To be eligible for this programme, applicants must:
Note: Applicants who do not meet these requirements are recommended to complete the STEP Diploma before progressing to the Postgraduate Diploma.
To take this course you need to be a member of STEP at Affiliate level or higher.
Enhance your knowledge, expertise and leadership skills with technical masterclasses focusing on emerging, specialist areas of practice and exclusive sessions for aspiring senior and strategic leaders to enhance their leadership and commercial skills.
Technical masterclasses:
Enhancement sessions
Students of this course typically include:
Please also see entry requirements above.
The is a six month programme delivered fully online through a blend of self-study, practical research, and attendance at monthly weekend sessions.
Upon registration students are given access to an online learning platform, which contains bespoke course reading and workbooks for the eight masterclass topics, further reading (in the form of the STEP Diploma in Trusts and Estates and STEP Diploma in International Trust Management course manuals) and a range of additional resources. Students will also receive access to a discussion forum to facilitate networking.
The programme is assessed through the creation of a reflective journal consisting of eight masterclass commentaries (1,000–1,500 words) and a two-hour oral assessment based on course competencies and content knowledge.
Digital Certificates from April 2026
From April 6th 2026, printed certificates will no longer be issued. All certificates will be provided digitally via Diplomasafe.
This change supports our commitment to sustainability and modernisation. Digital certificates are:
Certificates are issued by our credentials partner, Diplomasafe. CLTI will securely share data with Diplomasafe in line with GDPR to enable digital credentialing. Learn more: https://diplomasafe.com
The workshops were useful, and the speakers were very approachable and knowledgeable.
It is a great gateway to joining STEP, a professional body that is dedicated to supporting growth in trusts and estate planning; a much needed competence. I recommend it to anyone interested in this area of practice.
Family Law Practitioner
It was an intensive 5-6 months, but definitely worth it. I am already using my new network and have referred clients to Australia, which wasn't something I would have been able to do before.
Chartered Financial Planner
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STEP CPD Learning: Automatic Exchange of Information
