Course details
The STEP Certificate in International Trust Management introduces you to the fundamentals of international trusts in a global and local environment.
- The gold-standard professional qualification for those working in the industry; globally recognised by employers, regulators and clients.
- Grow your network of like-minded professionals.
- Earn 30 Entry Level credits towards STEP Membership.
Awarded in association with Alliance Manchester Business School, the University of Manchester.
Course fees: £1800 + Local taxes
This course is also is also available with face-to-face workshops in Jersey.
Course dates, fees and enrol now:
If you live outside of these regions, we recommend selecting the region with the time zone that suits you best.
Customised Pricing and Group Rates
Tailored pricing plans and group rate cards are available for firms seeking to train multiple team members or larger groups of employees. We are happy to work with you to design a cost-effective solution that aligns with your training goals and budget.
What will I learn?
- The fundamentals of trust work in an international environment
- The evolution of equity and the law of trusts
- The creation of a valid trust
- Types of trusts and interests
- Modern uses of offshore trusts
- The administration of trusts
- The evolution, features and advantages of offshore asset-holding companies
- The incorporation, funding and dissolution of companies
- The roles, rights, powers and duties of shareholders, directors and other officers
- The services offered by company management service providers
Is this course right for me?
This course is suitable for:
- trust managers/officers
- 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
Online option
This course is available to study all year round.
A flexible, part-time, four-month course, comprising:
- online guided study, including self-assessment questions
- four virtual workshops
Face-to-face in person option
The programme is also delivered face-to-face through a combination of self-study with four in person workshops by one of our course tutors. For dates and availability please visit the top of this course page.
This course is assessed by a five-hour open-book examination comprising multiple choice and essay-style questions.
Once you have successfully completed this course, you will gain 30 Entry Level credits towards STEP membership and be awarded the STEP Certificate in International Trust Management.
Become a member of STEP
This course is open-entry and therefore anyone is eligible to enrol.
This is a STEP qualification. STEP membership is required to study this course and must be maintained throughout the duration of your studies. STEP will contact you regarding membership 6-8 weeks after course enrolment.
Successful completion of this course will provide 30 Entry Level credits towards membership.
