Learn how to take your leadership expertise to the next level and grow your specialist knowledge, with a Postgraduate Diploma designed for professionals like you.
The STEP Professional Postgraduate Diploma in Private Wealth Advice is a dynamic executive programme designed to enable you to expand your knowledge, develop your network and
become TEP qualified.
Expertly Delivered: Eight Masterclasses, Two Leadership & Strategy Sessions
As a direct response to the challenges faced within the wealth management sector, centred around eight specialist masterclasses led by experienced practitioners and industry thought leaders, this six-month programme explores evolving areas of practice.
To complement the technical learning, this programme also includes exclusive sessions for aspiring senior and strategic leaders to enhance their leadership and commercial skills.
Masterclass topics include:
- Strategic Risk Management for Leaders
- Family Business Advising
- Trust Disputes
- Cross-Border Succession
- Strategic Philanthropy
- Digital Assets
- Compliance for Trustees
- International Tax
- Exclusive: Sales and Marketing Considerations
- Exclusive: Leadership and Judgement
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