STEP Certificate for Financial Services (Trusts and Estate Planning)

The STEP Certificate for Financial Services (Trusts and Estate Planning) is aimed in particular at investment advisers, financial planners and those working in the banking sector dealing with trusts and estates.

The course will support candidates looking for a more integrated approach to their client work, by helping them to develop an awareness of the legal, tax and investment issues which overlap with estate planning.

The needs of trustee clients, incapacitated clients and charity clients are all covered in the course, as well as up-to-date coverage of Will Trusts and the transferable nil rate band.

For further information visit www.clt-stepfscert.co.uk

STEP Diploma for England and Wales (Trusts and Estates) Accountants and Tax Practitioners

The STEP Diploma for England and Wales (Trusts and Estates) Accountants and Tax Practitioners has been specifically designed for tax and accounting specialists. It focuses on the legal principles and practices underlying the administration of trusts and estates and will give a broad legal understanding of the trust vehicle.

The programme is aimed at practitioners who are keen to benchmark their existing knowledge against a professional qualification but also wish to gain further understanding of specific aspects of the industry by undertaking a high level and focussed course of study.

Completion of the Diploma will lead to full STEP membership.

Visit the STEP for Accounting and Tax Specialists link on the www.clt-step.co.uk website for more information. .

STEP Foundation Certificate and Diploma in International Trust Management

The Society of Trust and Estate Practitioners Foundation Certificate and Diploma in International Trust Management is a globally recognised programme and is currently offered in 19 jurisdictions. It defines standards, levels of expertise and codes of professionalism in the international trust arena and has received acclaim as a highly relevant, well presented course with first class study materials and facilities.

Visit the STEP International website to find more information.

In association with

Advanced Certificate and Diploma in Fund Administration

CLT International, in association with the University of Manchester, has developed the Advanced Certificate and Diploma in Fund Administration.

This nine month certificated practical programme is specifically designed for fund administrators and aims to provide the detailed knowledge and practical skills necessary to administer a fund in a confident, efficient and effective manner.

The qualification comprises an Advanced Certificate covering investment principles and fund administration broadly followed by a Diploma which allows specialisation in hedge funds, retail funds or private equity and property funds. There is also a compulsory Accounting and NAV component. The programme is offered globally and examinations can be taken in any jurisdiction.

Visit the Advanced Certificate and Diploma in Fund Administration website to find out more.

In association with

STEP Diploma for England and Wales

The STEP Diploma for England and Wales was introduced by the Society of Trust and Estate Practitioners in January 2000 and developed to its current format of (optional) Foundation Certificate and choice of Diploma papers in association with Central Law Training who are the exclusive course providers.

Visit the STEP England and Wales website for more information.

In association with

STEP Diploma for Scotland

The STEP Diploma for Scotland has been introduced by the Society of Trust and Estate Practioners and developed in association with Central Law Training, who are the exclusive course providers.

The aims of the programme are to provide a recognised professional qualification for those already working within the trusts and estates field, or those wishing to move to a position within the field. The qualifications can be a first professional qualification or in addition to an existing professional qualification.

Visit the STEP Diploma for Scotland website for more information.

In association with

The Society of Trust and Estate Practitioners

STEP is the professional body for the trust and estate profession in the UK and worldwide and currently has over 14,500 members.

STEP members come from the legal, accountancy, corporate trust, banking, insurance and related professions, and are involved at all levels in the planning, creation and management of, and accounting for, trusts and estates, executorship and related taxes. Members of STEP include the most experienced and senior practitioners in the field of trusts and estates.

STEP was founded with the aim of bringing together all the senior practitioners in the field and cutting accross old established professional boundaries. Through meetings, seminars, lectures, national and international conferences and the exchange of technical papers and reports, members share information, knowledge and experience, and benefit from the network of contacts that membership provides.

The key to STEP's success lies in its network of local branches which cover virtually every corner of the UK as well as the leading international trust jurisdictions. Branches have their own committees and are responsible for their own educational and social activities.

The Society publishes an annual Membership Directory which creates coherence and allows quick and easy access to leading specialists in specific areas relating to trusts and estates. Members also receive a regular Journal, keeping them abreast of developments both in the Society and in the trust and estate world.

Visit www.step.org for more information.