STEP Professional Postgraduate Diploma in Private Wealth Advice

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.

Course details

This dynamic, expert-level course provides an unparalleled learning experience to help you excel in the fast-paced world of private wealth advising.

  • Expertise that matters with real-world application: Develop technical content on key subject areas relating to private wealth advice to deal with the risks and potential hurdles you and your organisation face.
  • Practical focus: Innovative qualification that delivers immediate practical benefit in the workplace.
  • Global perspective: Explore international best practice and trends preparing you to serve a diverse clientele in a globalised world.
  • Career advancement: Elevate your career prospects and earning potential.
  • Build valuable connections: Network with like-minded professionals in varied roles and firms from all over the world.
  • Industry recognition: Successful completion fulfils the educational requirement for Full STEP membership, enabling you to join the exclusive but growing community of Full STEP members using the TEP designation. This course is awarded in association with Alliance Manchester Business School, a School of the University of Manchester.

Course dates, fees and enrol now:


Entry requirements may apply, see below. Applicable local taxes and discounts will be added to your basket on checkout.

Entry requirements and guidance

To enrol on this course you will need 60 Entry Level credits or already be a member of STEP. 

Applicants are expected to have at least three years’ experience as a professional in a relevant field of practice with some experience of supervisory, managerial, or business development responsibilities.

Become a member of STEP

This is a STEP course/qualification. STEP membership is required to study this course and must be maintained throughout the duration of your studies.

You will need 60 Entry Level credits and if you are not already you will become an Affiliate member by enrolling on this course. STEP will contact you regarding membership 4-6 weeks after course enrolment.

Successful completion provides 120 Diploma Level credits and satisfies the educational requirement for Full STEP membership

What will I learn?

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:

  • Strategic Risk Management for Leaders
  • Family Business Advising
  • Trust Disputes
  • Cross-Border Succession
  • Strategic Philanthropy
  • Digital Assets
  • Compliance for Trustees
  • International Tax

Enhancement sessions

  • Sales and Marketing Considerations
  • Leadership and Judgement


Is this course right for me?

This course has been designed for practitioners in the mid-stages of their career who aspire to become business leaders and develop their strategic understanding and risk assessment ability.

It would also benefit senior practitioners and experienced leaders who wish to refresh their technical knowledge and strengthen their business acumen and leadership skills.

Students of this course typically include:

  • private client advisers
  • wealth managers
  • international tax advisers
  • private bankers
  • family office executives
  • trust officers
  • family business advisers
  • senior financial planners
  • senior lawyers

Course format

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.

The course dates are:

Thursday 7 November, 13.00 - 14.30 (UK time) - Welcome & Getting Started  

Friday 6 December, 13.00 - 17.00 (UK time) - Masterclass : Family Business 

Saturday 7 December, 09.00 - 13:00 (UK time) - Masterclass: Strategic Thinking 

Friday 10 January, 13.00 - 17.00 (UK time) - Masterclass: Digital Assets 

Saturday 11 January, 09:00 - 13:00 (UK time) - Masterclass: Trust Disputes

Reflective journal draft submission - 3 February 2025 

Friday 14 February, 13.00 - 17.00 (UK time) - Masterclass: Strategic Philanthropy 

Saturday 15 February, 09:00 - 13:00 (UK time) - Masterclass: Cross-Border Estates 

Friday 14 March, 13.00 - 17.00 (UK time) - Masterclass: International Tax

Saturday 15 March, 09.00 - 13.00 (UK time) - Masterclass: Compliance for Trustees

Leadership and Strategy sessions: 

Friday 25 April, 13.00 - 15.30 (UK time) - Leadership & Judgement 

Saturday 26 April, 09.00 - 11.30 (UK time) - Sales & Marketing 

4 October 2024, 09.30 - 11.00 (UK time) - Assessment preparation 

7 April 2025 - Reflective journal submission 

5-16 May 2025 - Oral assessments 

19 June 2025 - Results Release 

Any questions?