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STEP Education at a glance
The STEP Diploma is the benchmark qualification for those working in the field of trusts and/or estates.
It is designed and delivered by practitioners, for practitioners, and is recognised and respected by employers, regulators and clients across the world.
All practitioners working in the field of trusts and/or estates will benefit from this qualification – from accountants, to lawyers, bankers, trust professionals, wealth managers and others.
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STEP Qualifications in Guernsey are via courses run by CLT International and GTA University Centre. Please see links below.
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Lily Simmons
STEP Guernsey
Student Liaison
Officer
About STEP Qualifications in Guernsey​
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​STEP Qualifications in Guernsey are facilitated by CLTI and the GTA. Please click on the links below to view all current courses:
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Find out more about what credits are needed to join STEP with our Qualifications and Membership Framework.
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​​​​​​​​​Continuous Professional Development (“CPD”)
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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.
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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.
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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.
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You can learn more about STEP Worldwide policy on CPD here.
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About our Student Liaison Officer
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Once you begin your studies your status will be officially recognised as a Student. Lily Simmons from Saffery Trust is STEP Guernsey's Student Liaison Officer and sits on the STEP Guernsey Branch Main Committee and is Co-Deputy Chair of the STEP Guernsey Next Gen Committee.
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Lily is responsible for the welfare of STEP Students in Guernsey and ​current and potential students should contact Lily if they have any questions in the first instance.
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