Course description
Develop your understanding of a trustee’s duties when investing and managing the trust fund. Achieve a globally recognised benchmark qualification and take a step closer to achieving the STEP Diploma.
Upon completion of this course, you will gain:
In-depth expertise: Develop a deep understanding of legal and best practices related to trustee duties with emphasises on proper trust fund management.
Practical focus:Benefit from a course designed by practitioners, addressing real-world challenges trustees face.
Build connections: Network with like-minded professionals in varied roles and firms from all over the world.
Industry recognition: Successful completion awards you 30 diploma-level credits toward membership, enhancing your professional standing. This course also provides a pathway to prestigious STEP membership.
Upcoming start dates
Suitability - Who should attend?
The course is designed for all professionals moving into or working in financial services (specifically trusts and corporate services), who wish to develop their understanding and knowledge of this area.
Students of this course typically include:
- trust assistants/officers/administrators
- trust managers (senior)
- trustees/fiduciaries
- corporate administrators
- lawyers/solicitors/attorneys
- wealth managers
- accountants
- tax advisers
- compliance officers/managers
- private bankers
- secretarial/administration
- client relations/marketing/sales
- financial/estate planners
To be eligible for this course, you will need to:
- have obtained 60 STEP Entry-Level credits
OR
- be a member of STEP (visit STEP's Qualifications and Membership Framework to understand how to apply)
Outcome / Qualification etc.
- understand trustees’ powers and duties when investing and managing the trust fund
- know how to establish an appropriate asset allocation to meet the needs of the trust
- be adept at monitoring investment performance and balancing risk with anticipated return
- explore fundamentals and best practice of asset management when administering the following types of trust assets:
- Cash, including money market securities
- Bonds
- Stocks and shareso Derivatives (options)
- Collective investment funds
- Structured investment products
- Private equity
- Private operating companies
- Real estate
- Movable chattels
Course delivery details
This course is available for study all year round, with intakes at different points throughout the year. The core programme is delivered through a blend of distance learning and four virtual workshops as part of a revision week series delivered online.
Enrolment onto this course will include access to an online learning platform that contains:
- bespoke soft copy course manual supplementary resource material,
- self-assessment material
- distance learning support
- four days of online tuition
- examination fees
The course is assessed by way of a five-hour open book written examination comprising of 25 multiple-choice questions and three 25-mark essay style questions. The questions will be drawn from across the syllabus and candidates must achieve 50% to pass.
Additional charges will apply for resits and deferrals.
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CLTI
CLTI provides training and qualifications to professionals working in the private client, wealth management, and investment funds industry across the globe. We are the primary education partner for STEP, the global professional association for practitioners specialising in family inheritance and...