• New to working in
the field of trusts and
estates with little or
no prior experience |
STEP Foundation Certificate in International Trust Management |
Background in, and
general knowledge of,
the practice of trusts in
the international context. |
• Induction day at The IBS
• 4-6 months distance learning
• Online support
• 4 tuition/revision days at The IBS
• 1 x 3-hour exam at The IBS |
Working in:
• Trusts/estates
administration
• International trust
management
• Compliance
management
• Trusts/estates
accounting
• Trusts/estates taxation |
STEP Diploma in International Trust Management (4 Papers)
• Trust Creation: Law and Practice
• Company Law and Practice
• Trust Administration and Accounts
• Trustee Investement and Financial Appraisal |
Detailed knowledge of trust creation law and practice, company law and practice, trust administration and accounts, trustee investment and financial appraisals. |
• Four papers over two years’ blended learning
• Online support
• 4 tuition/revision days (per paper) at The IBS
• 4 x 3-hour examinations at The IBS |
The STEP qualifications delivered at The IBS by CLT are as follows: