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
The workshops were useful, and the speakers were very approachable and knowledgeable.
Entry requirements may apply, see below. Applicable local taxes and discounts will be added to your basket on checkout.
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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.
Please note: From 1 October 2025, you will need to become a STEP member before enrolling onto 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 be eligible for this programme, you will be required to have:
• Full STEP Membership (TEP)
OR
• A relevant professional qualification or vocational degree + five years' industry experience.
If you do not have the above qualifications and experience, then it is recommended that you study the STEP Diploma before taking the Postgraduate Diploma.
To enrol on this course you will also need 60 Entry Level credits or already be a member of STEP.
60 Entry Level credits which can be achieved through:
Note: You do not need to apply for APEL or APCL if you already have had your applications approved or have achieved at least two STEP Certificates previously.
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
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.
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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