There are two ways in which you can enrol - either by completing and returning a course enrolment form or completing our online booking form. To access both forms, click on the 'Trusts and Estates' tab on the homepage, filter the courses by 'Diploma' and select the course on which you wish to enrol. The forms are available on this page.
Frequently Asked Questions
The following FAQs apply to Trusts and Estates, and Fund Administration courses. For FAQs relating to Compliance and Anti Money Laundering courses, see the ICT website.
I AM LOOKING TO COMPLETE THE STEP DIPLOMA - HOW DO I ENROL?
I WOULD LIKE TO COMPLETE A STEP COURSE. DO I NEED TO REGISTER WITH STEP AS WELL AS CLT INTERNATIONAL?
You should register for the course as directed above and we will pass details of your enrolment to STEP. There is no need for you to register separately with STEP.
I HAVE MISSED THE ENROLMENT CLOSING DATE FOR A COURSE; CAN I STILL ENROL?
There may be some flexibility with the enrolment closing date but you should contact us on email@example.com to discuss your particular request.
WHEN DOES THE COURSE FEE NEED TO BE PAID?
It should be paid within 30 days of receipt of the invoice.
CAN I PAY BY INSTALMENT PLAN?
Instalment plans are available for self-funding delegates on the following programmes:
- STEP Certificate and Diploma in International Trust Management (excluding DL+)
- STEP Certificate and Diploma in Trusts and Estates (England and Wales), (Scotland) and (Northern Ireland)
- STEP Advanced Certificate in Will Preparation (Trusts and Estates)
ARE EXEMPTIONS AVAILABLE FROM ANY OF THE COURSES?
Exemptions may be available from a maximum of two of the four Advanced Certificates making up a STEP Diploma. Exemption is not available from the STEP Advanced Certificate in Advising Vulnerable Clients (England and Wales), the STEP Advanced Certificate in UK Tax for International Clients and the STEP Advanced Certificate in Will Preparation (Trusts and Estates).
Exemption is available from the Advanced Certificate in Fund Administration.
HOW LONG DO I HAVE TO COMPLETE THE COURSE?
All STEP Certificates and Advanced Certificates must be completed within either two years of initial enrolment or three sittings of the course from initial enrolment (whichever is the longest). For Diploma programmes all constituent Advanced Certificates must be completed within five years of initial enrolment. Please note that this only applies to new enrolments from 1st April 2015 and does not apply to the Advanced Certificate and Diploma in Fund Administration.
MY DETAILS HAVE CHANGED SINCE I ENROLLED FOR THE COURSE. HOW DO I UPDATE THEM?
HOW DO I ACCESS MY COURSE RESOURCES?
You should click on the 'log in' tab at the top of the homepage and enter your username and password when prompted. You will find these details on the email you received to confirm your booking. If you are not able to locate this email, contact us by email, telephone or live chat, and we will remind you of your log-in details. Once logged in you will see the course(s) on which you are enrolled and have access to the materials and other recourses.
IS THE COURSE READING PROVIDED IN HARD OR SOFT COPY FORMAT?
This varies from course to course and you should check the specifics of the course on which you are enrolling. Where materials are provided in soft copy format, if you would particularly like a hard copy version you have the flexibility to print a copy for your own use.
HOW MUCH STUDY SUPPORT DO CLT INTERNATIONAL PROVIDE?
On enrolment you will receive access to a comprehensive set of resources. The nature of the recourses varies from course to course but, generally speaking, they will include bespoke reading material, webinars or podcasts, guidance on studying, examination technique or assignment writing, self-assessment questions and specimen questions (exam-based courses).
If you need help during the course of your studies, you raise a query with the course tutor via the online platform or start a discussion on the course forum. We post on the forum regularly and are always available on the telephone or via firstname.lastname@example.org with whatever assistance you need.
HOW LONG WILL IT TAKE FOR ME TO RECEIVE MY MATERIALS AFTER ENROLLING?
You will receive access to the online learning platform immediately once your application is processed (normally within three to five days of receipt). Hard copy materials are dispatched by courier within three days of applications being processed. If you are self-funding we will normally require payment before providing access to the platform/dispatching materials.
CAN I BUY THE COURSE MATERIALS WITHOUT REGISTERING ON THE COURSE?
The course materials are an integral part of all of our courses and we do not offer these for sale separately from enrolment
WHERE DO I FIND MY CANDIDATE NUMBER?
You can find this on the welcome email sent to you on enrolment. If you are not able to locate this email, contact us by email, telephone or live chat, and we will remind you of your log-in details.
WHAT DO I DO IF I HAVE A DISABILITY AND REQUIRE A SPECIAL ARRANGEMENT TO BE MADE FOR ME TO SIT THE EXAMINATION?
You should make us aware of your requirement under the 'disability requirements' section on the course enrolment form. You should then complete a 'special requirements application form' (available to download from the online learning platform) detailing the adjustments that you require and supported by a medical report that is less than two years old.
HOW AND WHEN WILL I RECEIVE MY EXAMINATION OR ASSIGNMENT RESULTS?
Results are usually released within six to eight weeks of the examination or assignment submission date. Results will be sent by email. Certificates for successful candidates are sent out within four weeks of the release date. For the STEP Certificate in Foundations results are released within two weeks.
WHAT IS THE PASS MARK?
Generally speaking the pass mark is 50% and marks of over 70% will achieve a distinction. For the STEP Certificate in Foundations the pass mark is 60%.
WHAT IS THE FORMAT OF ASSIGNMENTS AND EXAMINATIONS?
For examinations, this varies significantly from course to course and you should check the specifics for the course on which you intend to enrol. Assignments should generally be no more than 3500 words in length and are written in response to a question or case study published by CLT International. Again, there may be some variation between courses and you should check the requirements for the course on which you are looking to register.
HOW MANY ATTEMPTS AT AN EXAMINATION OR ASSIGNMENT AM I ALLOWED?
You are allowed a maximum of three attempts at an examination or assignment.
I HAVE A QUERY REGARDING STEP MEMBERSHIP. WHO SHOULD I CONTACT?
You should contact the Membership Team at STEP on email@example.com or +44(0) 20 3752 3700. Details of the Membership Categories can be found here.
CAN I USE COMPLETION OF MY COURSE TOWARDS MY ANNUAL CPD REQUIREMENT?
Increasingly professional bodies are moving towards a needs-driven approach to CPD and one of our qualifications can be used as part of a personal CPD plan. For CPD schemes that continue to award CPD credits for the time spent studying towards a professional qualification, it is likely that the annual CPD requirement will be met in full on completion of one of our qualifications. If you require confirmation of the study hours undertaken as part of a course, please contact us at firstname.lastname@example.org