Information for Training Providers

  1. Conference providers normally self-assess on an hourly basis, subject to a maximum of six hours per day (or a maximum of seven hours for each full day of a residential conference).
  2. It is the responsibility of Members to determine that the conference is at the appropriate level (i.e. post qualification).

Information for STEP Members

CPD is any learning activity that helps to maintain, develop or increase knowledge for the purposes of upholding a high standard of professional practice. CPD can be technical or non-technical. CPD is a requirement of maintaining STEP membership (see STEP’s Code of Professional Conduct).

CPD planning and role benchmarking

In 2014 STEP introduced a new CPD Policy and CPD Guidelines, which you can download below. The new policy uses role benchmarking, and no longer requires a specific number of hours of CPD. Instead you can identify which CPD activities are most relevant to you and tailor your own CPD plan based on the specific requirements of your role.

    The policy is designed to be:
  • relevant to members in their professional roles;
  • flexible enough to cater for individual circumstances;
  • simple to manage and complete.

All new STEP members are required to use this role benchmarking approach to CPD. Download the revised CPD Policy and Guidelines below:

Members that joined before April 2014

Pre-April 2014 members may continue with the 35-hour measure of CPD until April 2017, when they will be required to use role benchmarking approach outlined above as a means of planning and measuring CPD. The old CPD Policy, declaration and record forms are available to download below:

CPD Certificates

If you need a certificate, please contact the following:

  • For national and international conferences run by STEP Worldwide, please contact This email address is being protected from spambots. You need JavaScript enabled to view it.
  • For local branch and chapter events, please contact the relevant branch. You can find a list of branches here.

If you have any further questions, please email This email address is being protected from spambots. You need JavaScript enabled to view it.

STEP Certificate and Diploma in International Trust Management (£1575 (Certificate), £1625 (Diploma))

Course

Enrolment Closing Date

Face-to-Face

Examination Date

Certificate

25 November 2016

22  – 25 May 2017

26 May 2017

Trust Creation Law and Practice

21 October 2016

20 – 23 February 2017

24 Feb 2017

Company Law and Practice

10 June 2016

05 – 08 September 2016

9 September 2016

Trust Administration & Accounts

25 November 2016

27 – 30 March 2017

31 March 2017

Trustee Investment and Financial Appraisal

20 May 2016

3 – 6 October 2016

7 October 2016

 *We will be delivering an Induction Session in early November, though further details will be provided in due course. The session will be led by the STEP Programmes Managing Director, Mr Rob Rowe, and will provide an outline of the qualification and its component parts, the course methodology and some practical study techniques. 

 

STEP Certificate for Financial Services - Singapore (Trusts and Estate Planning)

The STEP Certificate for Financial Services - Singapore, following on from the highly successful UK version, has been developed to help financial intermediaries understand the legal issues concerned in financial and estate planning in Singapore. This program equips financial services professionals (Financial Advisory, Insurance, Banking and other Professionals) to develop their knowledge and enable them to integrate what they do in wealth accumulation and management with the estate planning and distribution objectives of their clients.

This programme has been developed by Mr Lee Chiwi of Rockwills Trustee Ltd, a well-known author, lecturer and executive member of the STEP Singapore Branch. The once a week class (6.30pm to 9.30 pm) will start from 04 Feb 2015 for 15 weeks till 20th May 2015 and tutored by several industry specialists.

We are pleased to announce that this programme has been awarded 50% IBF funding of direct training costs subject to a cap of S$2000.00/participant/program.

For further details please visit the link www.cltint.com/stepcertfinancialservicessg to download the Syllabus, Brochure and Enrolment Form.

Alternatively, please contact Ms Dora Then at This email address is being protected from spambots. You need JavaScript enabled to view it. or phone (65)6221 8633.

 

STEP Advanced Certificate in UK Tax for International Clients (£845 plus UK VAT if applicable (£795 plus UK VAT if applicable for STEP members))

A very topical and popular 5-month fully online course for lawyers, accountants, tax advisors, trust officers and those in financial services who need a more detailed understanding of their UK-connected international clients’ tax position.

Enrolment Closing Date Examination Date
04 July 2016 25 November 2016

For more information, please click HERE.

 

STEP Advanced Certificate in Trust Disputes (£695 plus UK VAT if applicable (£645 plus UK VAT if applicable for STEP members))

Past participants have praised the exceptionally clear and comprehensive manual for this course, which was designed to help busy practitioners to anticipate, and thereby avoid, the common pitfalls leading to trust litigation. This 4-month fully online course will be of interest to anyone involved in the creation and administration of trusts or giving advice in relation to trusts.

Assignment Title Release Assignment Submission Date
22 July 2016 25 November 2016

For more information, please click HERE.

 

STEP Certificate in Foundations (£795 plus UK VAT if applicable (£745 plus UK VAT if applicable for STEP members))

Private foundation legislation has been introduced at a pace in both common-law and civil-law jurisdictions – this 4-month fully online course will help professionals in the wealth management industry understand the evolution of the Foundation, its uses and how it should be set up and administered competently.

Enrolment Closing Date Examination Date
15 July 2016 29 November 2016

For more information, please click HERE.

*New* STEP Professional Postgraduate Diploma in Private Wealth Advising 

(£5550 plus UK VAT if applicable)

I would also like to make you aware that CLT International, in partnership with STEP, have recently opened enrolment for the certificated, Professional Postgraduate Diploma in Private Wealth Advising, which commences in June 2016.

This level 7 qualification and has been specifically designed for senior industry practitioners and experienced TEPs. It will enable participants to showcase their skills and expertise and demonstrate their knowledge of critical thinking, risk assessment and business strategy. The course comprises 8 masterclass sessions delivered by leading industry experts over two condensed residential weekends at the world renowned University of Oxford, and will be of interest to Private Client Solicitors, Wealth Managers, Family Business Advisors, International Tax Advisors, Private Bankers, Family Office Executives, and Trust Officers. Further information can be found at HERE

 

 

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