Course details
The STEP Certificate in International Trust Management introduces you to the fundamentals of international trusts in a global and local environment.
This Jersey-based course will include face-to-face teaching in January 2025.
By joining the face-to-face delivery of this course, learners will be able to engage and interact with fellow students in person, collaborate, work as a team, and learn together
- The gold-standard professional qualification for those working in the industry; globally recognised by employers, regulators and clients.
- Network in person and 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.
Price: £2200 + Local taxes
Course dates, fees and enrol now:
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.
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 advisors
- compliance officers/managers
- private bankers
- secretarial/administration
- client relations/marketing/sales
- financial/estate planners
Course format
The programme will be delivered through a blend of distance-learning and four in-person workshops delivered locally in Jersey by one of our expert course tutors, Natalie Dimond.
The course package will provide access to an online learning platform that contains course reading, self-assessment material, distance learning support, attendance at four local workshop days and the examination fee.
By joining the face-to-face delivery of this course, learners will be able to engage and interact with fellow students in person, collaborate, work as a team, and learn together
A blended four month course, comprising:
- online guided study
- four in-person workshops Monday 6th - Thursday 9th January 2025
- online exam Friday 10th January 2025
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.
