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Course Listings
Fund Administration
This programme is an intermediate level course suitable for experienced fund administrators and back-office support staff. The course builds on the Certificate in Fund Administration and takes a detailed, practical look at key aspects of fund administration and accounting.
Administration of Estates (England and Wales)
This programme provides practitioners with the enhanced knowledge and skills required to deliver holistic advice in England and Wales relating to administering estates.
Administration of Estates (Northern Ireland)
This course provides practitioners with the enhanced knowledge and skills required to deliver holistic advice in Northern Ireland relating to administering estates.
Administration of Trusts (England and Wales)
This course aims to provide practitioners with the technical knowledge and practical skills required to deliver advice in England and Wales relating to administering trusts.
Administration of Trusts (Northern Ireland)
This course aims to provide practitioners with the technical knowledge and practical skills required to deliver advice in Northern Ireland relating to administering trusts.
Advising the Family Business
This course provides practical knowledge about what differentiates family businesses from other types of clients; introduces theories and frameworks that are needed to better understand family business dynamics, and identify common concerns, transitions and difficulties encountered within a family business.
Advising Vulnerable Clients
This course covers a comprehensive mapping of the legislative, welfare, financial and practical issues surrounding the care and advice provided to vulnerable and elderly clients and their families.
Company Law and Practice
This course forms part of the STEP Diploma in International Trust Management which is recognised worldwide as the benchmark qualification for those working in the international trusts industry.
Cross-Border Estates
This course offers a detailed insight into the different issues that arise when dealing with cross-border estate planning and succession worldwide.
Family Business Governance
This programme builds upon the theories and frameworks covered in the Advanced Certificate in Advising the Family Business and explores how the advisory community can absorb these new ideas and theories and apply them in practice.
Taxation of Trusts and Estates (England and Wales)
This course provides practitioners with technical knowledge and practice skills in trust and estate taxation. It covers income tax, capital gains tax and inheritance tax as they apply to transactions that a trust and estate practitioner is likely to encounter in practice.
Taxation of Trusts and Estates (Northern Ireland)
This course provides practitioners with technical knowledge and practice skills in trust and estate taxation. It covers income tax, capital gains tax and inheritance tax as they apply to transactions that a trust and estate practitioner is likely to encounter in practice.