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

Develop your understanding of a trustee’s duties when investing and managing the trust fund.

This Advanced Certificate can be taken as part of the STEP Diploma.

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 Faculty of the University of Manchester.
Charity Trustee in office Step CLTI Lock out logo

 

Delivered by CLTI and PUYI Education to trusts and estates practitioners in China.

Course dates, fees and enrol now:

 

Entry requirements may apply. Applicable local taxes and discounts will be added to your basket on checkout.

STEP Advanced Certificate Set 1

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.

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.

What will I learn?

  • 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.

Any questions?

Tutors

Photo of Mike Parkinson

Mike Parkinson

Tutor
Photo of Robin Mcghee

Robin Mcghee

Tutor