STEP CPD Learning Courses

STEP CPD Learning is a range of on-demand, online learning tools that provide essential CPD. All courses are delivered online.

What is STEP CPD Learning?

The courses are developed on-demand to cover both technical and non-technical subjects. Enrolment is on a rolling basis so you can access and study the materials without waiting for set course dates.

The courses are suitable for:

  • professionals working in the international trusts industry
  • those working in the private banking and wealth management industry, including financial advisors, accountants, senior executives, compliance professionals and operational staff working in financial services firms
  • individuals working in an international commercial business or organisation
  • lawyers/legal professionals
  • trustees 
Contentious Estates

Contentious probate and trust cases are on the rise due to the increasing complexity of family structures. This includes the increased number of second marriages and cohabiting couples but also demographic changes, most notably the increasing ageing demographic and rise in cases of dementia.

The Contentious Estates course will enable you to deal more effectively with this type of work and ultimately avoid or mitigate stress for your clients.

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The Informed Trustee

The Informed Trustee equips trustees with the knowledge needed to be successful charity board members. Providing full coverage of the legal, regulatory and financial requirements on charities across the UK, this innovative e-learning course will prepare you to make a powerful contribution at the board table.

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Automatic Exchange of Information (AEOI)

This innovative and engaging CPD Learning course has been designed to provide the busy practitioner with a comprehensive commentary on FATCA, CRS and other earlier and proposed AEOI initiatives.

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Our Education Partner: CLTI

The Advanced Certificates that make up the STEP Diploma are delivered by STEP's primary training partner, CLTI. CLTI is a professional training, education and qualifications provider for the financial services industry, and over the past 20 years, CLTI and STEP have worked together to develop more than 25 qualifications and training courses that fit practitioners’ needs, and support STEP’s Exam Route to Full Membership

STEP Qualifications
View STEP qualifications including Certificates, Advanced Certificates and the STEP Diploma
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