Which course level is right for you?
Based on the highest level of STEP qualification you have achieved so far, you might want to consider the STEP Professional Postgraduate Diploma in Private Wealth Advice.
Whether you have previously completed a STEP qualification or bring extensive professional experience and other relevant learning, the STEP Professional Postgraduate Diploma in Private Wealth Advice is designed for senior practitioners seeking to advance their expertise.
This internationally recognised, 6-month online executive programme represents the highest level within the STEP framework. It is ideal for experienced wealth management and estate planning professionals who want to enhance their critical and strategic thinking, leadership capabilities, and practical application of advanced trusts, estates, and private wealth principles.
I don’t feel ready for the Professional Postgraduate Diploma
Perhaps complete another Advanced Certificate to advance in a new specialist subject area?
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.