Once you’ve got your STEP Diploma and are headed deeper into your senior career, it can be hard to know what to do to differentiate yourself from your peers.
How do you expand your international professional network, grow your expertise, and gain critical insights into leadership and strategy?
The STEP Professional Postgraduate Diploma in Private Wealth Advice could be the key.
What is the STEP Professional Postgraduate Diploma in Private Wealth Advice?
The STEP Postgraduate Diploma in Private Wealth Advice is a qualification focused on experienced practitioners. Participants join a network of like-minded practitioners from around the world for eight tailored masterclass sessions and two exclusive enhancement sessions on leadership and strategy.
Like all STEP qualifications, the Postgraduate Diploma is designed with you and your career needs in mind. The eight masterclasses explore key areas relevant to senior professionals in trusts and estates, including emerging topics like digital assets and key strategy areas like risk management. Each comes with a bespoke workbook, available to download from the online learning platform after you’ve signed up, so you can refresh your knowledge whenever you need to.
The masterclasses cover:
- Strategic Risk Management for Leaders
- Family Business Advising
- Trust Disputes
- Cross-Border Succession
- Strategic Philanthropy
- Digital Assets
- Compliance for Trustees
- International Tax
Meanwhile, two exclusive enhancement sessions offer real-world insights for aspiring leaders. The first focuses on sales and marketing considerations, led by author and keynote speaker Katie King. The second, on leadership and judgement, is delivered by Freek Vermeulen, professor at the London Business School.
Both sessions offer opportunities for discussion and reflection, with real-world examples and advice designed to support senior practitioners in navigating complex professional challenges.
‘It’s been a direct factor in my career growth,’ says John Shoemaker, PG Diploma alumni (and current tutor). ‘[It] gave me the technical skills and practical insights I needed to advance.’
Network with your peers
The STEP Professional Postgraduate Diploma creates meaningful opportunities to connect with fellow practitioners from around the world.
Your fellow participants will be aspiring senior leaders from across the globe, practicing in all aspects of trusts and estates and bringing a diverse range of perspectives and experiences to the table. Engagement is heavily encouraged, not only during the masterclass discussions but also through the dedicated online learning platform, which contains a purpose-built discussion forum designed to support ongoing dialogue and professional networking.
‘I am already using my new network,’ says recent PG Diploma graduate Adam Hildred, a Chartered Financial Planner. ‘I have referred clients to Australia – which wasn’t something I would have been able to do before!’
Prepare yourself for senior leadership
Stepping into senior leadership is a pivotal stage in any professional’s career. The STEP Professional Postgraduate Diploma in Private Wealth Advice is designed to support that transition, offering a curriculum that blends technical expertise with strategic insight.
Leadership is a core theme throughout the programme, with opportunities to explore key concepts during both the masterclasses and two dedicated enhancement sessions. Throughout the process, the Diploma helps you build the confidence and capabilities needed to succeed at the highest level so you can position yourself for success.
Designed for busy practitioners
At a senior level, time is your most valuable resource. That’s why the eight focused masterclasses of the STEP Professional Postgraduate Diploma are designed to be of immediate practical benefit, with content developed by experienced practitioners and grounded in real-world scenarios.
The programme also includes access to a purpose-built online platform, allowing for flexible engagement and peer discussion beyond the classroom. It’s designed to fit around your schedule while delivering lasting professional impact.
Mary WK, PG Diploma graduate and family law practitioner, says of the course: ‘I recommend it to anyone interested in this area of practice.’
About the author
Ellie Blow is Editorial Manager at CLTI. A specialist in legal and financial content, she has a degree in English Literature from the University of Edinburgh and regularly writes about CLTI courses and other topics of interest for potential STEP students. She lives in Chorley, Lancashire, where she can see horses from her office window.
If you are interested in this article and wish to learn more, or would like to contribute an article to CLTI Insight or CLTI Spotlight, contact Ellie via email.