An executive programme for experienced practitioners ready to strengthen their strategic thinking, risk assessment and business strategy, and gain an accelerated route to full TEP status.
The STEP Professional Postgraduate Diploma in Private Wealth Advice is built for senior practitioners who already have the technical grounding in wealth management and estate planning, and now want to operate at leadership level.
The highest-level qualification in the STEP framework, this innovative qualification delivers immediate practical benefit in the workplace.
Eight technical masterclasses cover the specialist areas where clients and firms face the greatest risk, alongside dedicated sessions on sales, marketing and leadership judgement for those moving into senior and strategic roles.
What the programme offers:
For STEP Affiliate members with five years' proven experience in trusts and estates, this qualification doubles as an accelerated route to TEP status, no need to complete the STEP Diploma first.
Course date: 7 September 2026
Limited places. Enrol early to avoid missing out. All times are UK times in 24 hour clock.
You may also be interested in:
To take this course you must:
If you are not a member yet, you can join STEP directly via their website.
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.
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 join the STEP Professional Postgraduate Diploma in Private Wealth Advice, applicants must:
If you do not meet these criteria, we recommend completing the STEP Diploma first or contacting our team to discuss your individual circumstances and suitability to study at this level.
To take this course you need to be a member of STEP at Affiliate level or higher.
Build your technical knowledge and expertise with masterclasses on emerging, specialist areas of practice, plus exclusive sessions on leadership and commercial skills for aspiring senior and strategic leaders.
Technical masterclasses:
Enhancement sessions
Students typically include:
See entry requirements above.
This 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
