Which course level is right for you?
You might want to consider an Advanced Certificate.
STEP Advanced Certificates are designed for professionals who want to deepen their expertise in a specialist subject area, and for those working towards a Diploma-level qualification. They provide a higher level of technical knowledge while also offering practical skills that can be applied directly in your role.
Whilst we take a flexible approach to designing your qualification pathway, to help your progression and selection the Advanced Certificates are grouped into suggested pathways. This ensures you complete the qualifications most relevant to your jurisdiction and career path. You can choose from:
- International Trust Management Pathway
- England and Wales Trusts and Estates Pathway
- Scotland Trusts and Estates Pathway
- Other Advanced Certificates
These pathways allow you to build structured, jurisdiction-specific expertise while also keeping the flexibility to tailor your studies to your professional goals.
International Trust Management Pathway
This pathway is best for professionals working in cross-border trust and wealth management. It equips you with the key legal, tax, and fiduciary knowledge required to manage international trusts. Ideal for those advising high-net-worth clients or administering complex, cross-border structures.
England and Wales Trusts and Estates Pathway
This pathway is best for professionals involved in estate and trust administration within England and Wales. It comprises a comprehensive route for practitioners who want to strengthen their expertise in administering estates and trusts, tax compliance, and trust accounting in the England and Wales jurisdiction.
Scotland Trusts and Estates Pathway
This pathway is best for practitioners advising on Scottish wills, trusts, and succession matters and is specifically tailored for those working within the Scottish legal framework. This pathway covers key areas in succession law, trust management, estate taxation, and executry accounting.
Other Advanced Certificates
I've already completed the STEP Diploma
You might wish to complete another Advanced Certificate in a different subject area or consider your eligibility for the STEP Professional Postgraduate Diploma
I require a refresh or a basic understanding of a new subject area
Certificates are quick and cost-effective routes to gaining new or refreshing foundational knowledge.
Short on time?
View our CPD courses to keep your knowledge and skills up to date.
What should I consider when choosing a qualification or course?
When deciding on the right programme, it’s important to think beyond just your years of experience or current role. While factors such as your professional background, level of seniority, and personal circumstances will help determine which qualification is most suitable, you should also consider:
- Career goals – are you building foundational knowledge, specialising, or aiming for senior roles?
- Role relevance – will the course support your current duties or future aspirations?
- Time and commitment – how does the course fit into your schedule?
- Future progression – does it lead to further study or long-term development?
Are you looking for training for your team?
Our Corporate Solutions team can design a tailored, cost-effective training programme to suit your organisation’s needs. Our partnership approach will ensure you maximise your training budget and achieve the desired outcomes. Request a callback and read more about our bespoke solutions.
Still unsure? Please complete the Contact Us form to request a callback from our friendly enrolment team, who can help you decide.