STEP Advanced Certificate in Trustees' Duties: Investment and Management of the Trust Fund

Course details

This course provides practitioners with the technical knowledge and understanding of a trustee’s duties when investing and managing the trust fund.

Gain in-depth expertise: Improve your technical knowledge of law and best practice relating to the proper management and investment of the trust fund, including the key considerations, evaluations, and duties of a trustee in deciding how and in which asset classes to invest trust property.
Practical focus: Practical advice and guidance written by practitioners, for practitioners on everyday matters encountered when investing and managing a variety of asset classes.
Build valuable connections: Network with like-minded professionals in varied roles and firms from all over the world.
Industry recognition: Recognised worldwide as the ‘gold-standard’ benchmark qualification for those working in the international trusts industry by employers, regulators, clients, and professionals. Successful completion provides 30 Diploma Level credits towards STEP membership, enhancing your professional standing, and is awarded in association with Alliance Manchester Business School, a School of the University of Manchester.

Course fees: £1800 + Local taxes

STEP Advanced Certificate in Trustees' Duties: Investment and Management of the Trust Fund

View the September 2024 course timetable

View the January 2025 course timetable

View the March 2025 course timetable

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Find out more about The STEP Diploma

Entry requirements

60 Entry Level credits which can be achieved through:

Completion of a STEP Certificate (30 credits)
Previous learning - confirmed through Accreditation of Prior Certificated Learning (APCL) application - 30 credits
Work experience - confirmed through Accreditation of Prior Experiential Learning (APEL) - 30 credits

Note: You do not need to apply for APEL or APCL if you already have confirmed, or if you have studied for at least two STEP Certificates previously.

Apply for APCL or APEL

Become a member of STEP

This is a STEP course/qualification. STEP membership is required to study this course and must be maintained throughout the duration of your studies.

You will need 60 Entry Level credits and if you are not already, you will become an Affiliate member by enrolling on this course. STEP will contact you regarding membership 4-6 weeks after course enrolment.

Successful completion of the course will provide 30 Diploma Level credits as part of the STEP Qualification and Membership framework.

Find out more about STEP Membership

What will I learn?

Download syllabus

Trustees’ powers and duties when investing and managing the trust fund
How to establish an appropriate asset allocation to meet the needs of the trust
How to monitor investment performance and balance risk with anticipated return
The fundamentals and best practice of asset management when administering the following types of trust assets:
- Cash, including money market securities
- Bonds
- Stocks and shares
- Derivatives (options)
- Collective investment funds
- Structured investment products
- Private equity
- Private operating companies
- Real estate
- Movable chattels

Is this course right for me?

The course is designed for all professionals moving into or working in financial services (specifically trusts and corporate services), who wish to develop their understanding and knowledge of this area.

Students of this course typically include: 

trust assistants/officers/administrators 
trust managers (senior) 
trustees/fiduciaries 
corporate administrators 
lawyers/solicitors/attorneys 
wealth managers 
accountants 
tax advisers 
compliance officers/managers 
private bankers 
secretarial/administration 
client relations/marketing/sales 
financial/estate planners

Course format

This course is available for study all year round, with intakes at different points throughout the year. The core programme is delivered through a blend of distance learning and four virtual workshops as part of a revision week series delivered online.

Enrolment onto this course will include access to an online learning platform that contains:

bespoke soft copy course manual supplementary resource material,
self-assessment material
distance learning support
four days of online tuition
examination fees

The course is assessed by way of a five-hour open book written examination comprising of 25 multiple-choice questions and three 25-mark essay style questions. The questions will be drawn from across the syllabus and candidates must achieve 50% to pass.

Once you have successfully completed this course, you will gain 30 Diploma Level credits towards STEP membership and be awarded the STEP Advanced Certificate in Trustees' Duties: Investment and Management of the Trust Fund.