The Society of Trust and Estate Practitioners (STEP) in association with CLT International has recently launched the STEP Foundation Certificate on Trusts for Civil Law Practitioners.
Programme Features
The syllabus consists of the following modules:
- Introduction to International Financial Centres
- Evolution of Equity and the Law of Trusts
- The Fundamentals of a Valid Trust
- Types of Trust
- Modern uses of International Trusts
- Basic Trust Administration
- The Role and Status of the International Asset Holding Company
- Company Shareholders, Directors and Other Officers
- International Corporate Services
The course is introductory in nature and is designed to equip practitioners with a good grounding in the key principles of trusts law.
Benefits
- You will gain an academic qualification which entitles you to become an affiliate of STEP or progress to the STEP Diploma which leads to full STEP membership.
- The course will be relevant to the tasks you are undertaking in the workplace. It focuses on practical scenarios.
- The course will be in a flexible format. It is an integrated programme combining distance learning and face-to-face tuition.
- The course materials are first class. They are student friendly, relevant and excellent training tools.
- The face-to-face component is delivered by international presenters who are all experienced practitioners, academics and professional trainers.
Entry requirements
The Certificate is an open entry programme. There are no formal educational requirements. However, applicants should have a good standard of basic literacy.
Programme delivery
The programme is taught via a distance learning component and face-to-face tuition. At the end of the distance learning element you will attend a four day face-to-face course. This will culminate in a final examination on the fifth day. The face-to-face tuition and examination will take place in South America.
The tutor for the course is an international trusts specialist with over 24 years’ experience in the trusts and estates field.
Download the course brochure and syllabus.
Duration of the programme
The average student who spends six hours a week studying the material should be able to successfully complete the course within six months.
Assessment
You must successfully complete a three-hour closed book examination. The pass mark is 50%.
On successful completion of the programme you will be awarded the STEP Foundation Certificate on Trusts for Civil Law Practitioners.
Course Dates and Fees
Course dates for the 2012 sitting will be published shortly
The fee for the course is $2,950 (subject to local taxes). This fee includes all materials, workshop days, entry fee to the examination and your annual subscription for STEP student membership.
STEP membership
When you enrol on the Foundation Certificate you will be eligible for membership of STEP. Once your membership application has been accepted you will be granted student membership. This entitles you to an array of benefits including:
- Attend Branch, National and International Meetings and Conferences (subject to the payment of the appropriate fee, if applicable, normally reduced for members)
- Receive the STEP Directory and Yearbook
- Receive the STEP Journal, Trust Quarterly Review and Regional Supplements
Once you have completed the course you can apply to become an affiliate of STEP. Affiliates of STEP receive all the benefits associated with full STEP membership, other than the right to use the TEP designation, vote at general or branch meetings or stand for election at Council.
You also have the option of going on to study the STEP Diploma in International Trust Management, which leads to full STEP membership.
For more information on becoming a STEP member visit the STEP website.
How to apply?
Download an
Enrolment Form and return it to us by post, fax or email at the contact details set out below.
Contact details
CLT International / STEP Registrar
CLT International
Wrens Court
52 – 54 Victoria Road
Sutton Coldfield
Birmingham
B72 1SX
Tele: +44(0)121 355 0900
Fax: +44(0)121 362 7510
Email: cltstep_registrar@centlaw.com