Subject Areas

Education that elevates

Discover the STEP range of education programmes, covering topics such as trust management and trust administration, vulnerable clients, private wealth planning, tax and compliance and family business.

STEP is the global professional association for those advising families on wealth management across generations, and their learning is designed to support you, no matter where you are in your career. 

You can also explore our fund courses, that cover practical areas of fund strategies and structures. 

Women smiling Step CLTI Lock out logo