An executive programme for experienced practitioners looking to develop their understanding of critical thinking, risk assessment and business strategy and wanting to take the next step in their professional career.
This dynamic, expert-level course provides an unparalleled learning experience to help you excel in the fast-paced world of private wealth advising.
Entry requirements may apply, see below. Applicable local taxes and discounts will be added to your basket on checkout.
To enrol on this course you will need 60 Entry Level credits or already be a member of STEP.
Applicants are expected to have at least three years’ experience as a professional in a relevant field of practice with some experience of supervisory, managerial, or business development responsibilities.
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 provides 120 Diploma Level credits and satisfies the educational requirement for Full STEP membership
Enhance your knowledge, expertise and leadership skills with technical masterclasses focusing on emerging, specialist areas of practice and exclusive sessions for aspiring senior and strategic leaders to enhance their leadership and commercial skills.
Technical masterclasses:
Enhancement sessions
This course has been designed for practitioners in the mid-stages of their career who aspire to become business leaders and develop their strategic understanding and risk assessment ability.
It would also benefit senior practitioners and experienced leaders who wish to refresh their technical knowledge and strengthen their business acumen and leadership skills.
Students of this course typically include:
The is a six month programme delivered fully online through a blend of self-study, practical research, and attendance at monthly weekend sessions.
Upon registration students are given access to an online learning platform, which contains bespoke course reading and workbooks for the eight masterclass topics, further reading (in the form of the STEP Diploma in Trusts and Estates and STEP Diploma in International Trust Management course manuals) and a range of additional resources. Students will also receive access to a discussion forum to facilitate networking.
The programme is assessed through the creation of a reflective journal consisting of eight masterclass commentaries (1,000–1,500 words) and a two-hour oral assessment based on course competencies and content knowledge.
The course dates are:
Thursday 7 November, 13.00 - 14.30 (UK time) - Welcome & Getting Started
Friday 6 December, 13.00 - 17.00 (UK time) - Masterclass : Family Business
Saturday 7 December, 09.00 - 13:00 (UK time) - Masterclass: Strategic Thinking
Friday 10 January, 13.00 - 17.00 (UK time) - Masterclass: Digital Assets
Saturday 11 January, 09:00 - 13:00 (UK time) - Masterclass: Trust Disputes
Reflective journal draft submission - 3 February 2025
Friday 14 February, 13.00 - 17.00 (UK time) - Masterclass: Strategic Philanthropy
Saturday 15 February, 09:00 - 13:00 (UK time) - Masterclass: Cross-Border Estates
Friday 14 March, 13.00 - 17.00 (UK time) - Masterclass: International Tax
Saturday 15 March, 09.00 - 13.00 (UK time) - Masterclass: Compliance for Trustees
Leadership and Strategy sessions:
Friday 25 April, 13.00 - 15.30 (UK time) - Leadership & Judgement
Saturday 26 April, 09.00 - 11.30 (UK time) - Sales & Marketing
4 October 2024, 09.30 - 11.00 (UK time) - Assessment preparation
7 April 2025 - Reflective journal submission
5-16 May 2025 - Oral assessments
19 June 2025 - Results Release
Scroll left/right to view all tutors on this course.
