STEP Education at a glance
STEP Courses available in Guernsey:
Diploma 1: Trust Creation: Law & Practice
Diploma 2: Company Law & Practice
Diploma 3: Trust Administration & Accounts
Diploma 4: Trustee Investment & Financial Appraisal
STEP Education in Guernsey
The STEP Diploma is recognised worldwide as the benchmark qualification for those working in the international trusts arena, and provides a practical approach to the issues that arise in the international trusts industry, and an overview of the legislation, principles and practices in your local jurisdiction and internationally.
The course comprises four Advanced Certificates, that each take 4-6 months to complete.
As part of the STEP Qualifications and Membership Framework (QMF), applicants will be required to have gained 60 Entry Level credits prior to enrolling. Entry Level credits can be gained through completion of Entry Level Certificates and/or accreditation of prior certificated or experiential learning. It is recommended that applicants have, as a minimum, knowledge of the basic principles of trust law and practice.
About the STEP Certificate in Guernsey
The STEP Certificate is the entry level qualification available for anyone over the age of 16 years old to study in Guernsey. This is a crunch course exam which gives students a good introduction to the Fiduciary world and serves as a platform from which to move onto the Diploma Course.
The Certificate also gives credits to Students which count towards their full STEP Memberships which other introductory finance courses and qualifications do not.
About the STEP Diploma in Guernsey
The STEP Diploma is the next level up from the Certificate and individuals are required to have gained 60 credits or be a Member of STEP in order to qualify to undertake this next phase.
Visit STEP's Qualifications and Membership Framework to understand how to apply.
The Diploma is in four parts:-
Trust Creation Law & Practice
Company Law & Practice
Trust Administration & Accounts
Trustee Investment & Financial Appraisal
The 4 courses are spread over 2 years – or 2 1/2 years with the Certificate and you can order the way in which you take the papers.
Click below to see following information documents, published by Central Law Training International:-
The timetable for all courses is available here.
Continuous Professional Development (“CPD”)
As well as assisting towards your career development as a STEP member you are required to undertake Continuous Professional Development (CPD) as part of your STEP Membership.
The STEP Guernsey Webinars, Lectures and Events are geared towards assisting STEP Members not only to keep up to date with topical issues and current best practice all but also to contribute to annual CPD requirements. As such all STEP Guernsey Professional Events are CPD accredited and you should maintain a record of your attendance at STEP Events to evidence your annual CPD.
Your Human Resources department will undoubtedly keep a record of your attendance, but one of the perks of your STEP membership is that you are provided with support to help you maintain a record. Click here to log in and record your CPD directly.
You can learn more about STEP Worldwide policy on CPD here.
About our Student Liaison Officer
Once you begin your studies your status will be officially recognised as a Student. Matt Gilligan from Saffery Champness is STEP Guernsey's Student Liaison Officer.
Matt is responsible for the welfare of STEP Students in Guernsey:
“I have been on the Guernsey committee as the student liaison officer for over 11 years having initially joined whilst still actively completing the Diploma. During my time I have sat both the Diploma and the various Advanced Certificates which STEP offer. I feel that it is important to continue my personal development not just to enhance my skills in specific areas but to be able to relate and offer an insight to the students who are taking (or contemplating) the exams which STEP offer. I am always happy to offer advice to students and can give first hand experience as to what the exams entail.”
Current and potential students should contact Matt if they have any questions in the first instance.