STEP Professional Development - STEP Caribbean … · STEP Professional Development strategy ......
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STEP Professional Development George Lyall STEP Board member
Transcript of STEP Professional Development - STEP Caribbean … · STEP Professional Development strategy ......
STEP Professional Development
George Lyall STEP Board member
Professional Development
STEP Professional Development strategy
Qualifications
Employer Training Scheme
Ethics
CPD
Professional Development Strategy
Qualifications Framework
CPD
Employer Training Scheme
Professional Development Structure
ENTRY TO DIPLOMA 60 credits @ Level 4
INTERNATIONAL DIPLOMA
120 credits @ Level 6
SPECIALIST DIPLOMA 120 credits @ Level 6
LOCAL DIPLOMA 120 credits @ Level 6 OR OR
Two years relevant trusts and/or estates experience 60 credits
Ethics Programme
TEP (240 credits)
BS
c Qualifications Framework
Core Trusts
&/or Estates Practice
Dispute Resolution
Family Business
Domestic Generalist
Wills and Probate
Philanthropy Vulnerable Client
Tax & Estate Planning
Trust management
Interpersonal
Competences model
STEP Qualifications
Growth 2008-2014
Diploma in International Trust Management
Advanced Certificates
Certificates
BSc Management and Trusts and Estates
Potential new programmes
Growth for STEP Qualifications 2008 (1)
International Domestic
International Trust Management programme –
5 papers
Diploma in Trusts and Estates (England and
Wales) – 5 papers
Diploma Trust and Estate Planning (ROI)
Growth for STEP Qualifications 2014 (2)
International Domestic
International Trust Management programme –
5 papers
Diploma in Trusts and Estates (England and
Wales) – 5 papers
DL+ version of all 5 International Trust
Management papers
Diploma for Scotland – 4 papers
Certificate for Civil Law Practitioners Diploma for Northern Ireland – 4 papers
Advanced Certificate in Trust Disputes Diploma for Accountants and Tax
Practitioners
Advanced Certificate in International Succession
and Probate
Diploma ITM (Israel)
Advanced Certificate in Mediation Diploma Trust and Estate Planning (ROI)
Advanced Certificate in Family Business
Advising
STEP Canada Diploma
Advanced Certificate in UK Tax for International
Practitioners
Advanced Certificate in Will Preparation
Certificate for Financial Services Singapore Certificate for Financial Services (UK)
STEP Qualifications – Dip ITM
• Accredited by Manchester Business School • Collaboration between STEP, the International Trust
Companies Association (ITCA) and Central Law Training (CLT).
Diploma = Certificate plus 4 Advanced Certificates • Certificate • Trust Creation: Law and Practice • Company Law and Practice • Trust Administration and Accounts • Trustee Investment and Financial Appraisal
STEP Certificate & Diploma in International Trust Management
www.step.org/pd
CLTI Education Presentation
LOCATION OF STEP DELEGATES 2013
STEP Certificate ITM induction sessions
All welcome Find out about the programme (9am-1pm) Speak to course director 3 hours of free input on fundamentals of trust law
Bahamas: 14 May @ Bahamas Institute of Financial Services
Cayman: 15 May @ Grand Cayman Beach Suites Contact [email protected] for more information
Advanced Certificates
www.step.org/pd
Certificates
Structure BSc (Hons) degree 360 credits
APL (STEP ITM/E&W Dips) 240 credits
Top-up programme (2-3yrs) 120 credits
Content
Module 1 – Strategic Management and Marketing 30 credits
Module 2 – People, Organisations & IMS 30 credits
Module 3 – Accounting and Finance 30 credits
Module 4 – Tax and Estates Planning 30 credits
BSc Management and Trusts and Estates
Potential new programmes
Introduction to Trusts
Practical Trust Administration
Governance, Risk and Compliance for Trustees
AML Awareness for Trustees
Philanthropy Advising
Estate Planning
STEP Employer Training Scheme
Pilot in 2014
Endorsing training provided by employers to STEP students and members
Evidence based standards to support individual and organisation development
3 levels of recognition
Register interest through [email protected]
STEP Employer Training Scheme
STEP Employer Training Scheme
Matrix of Training standards
Ethics programme online
CPD Policy and online tools
New CPD policy – May 2014
Alchemy – management knowledge – now available
CareerZone – virtual career coach – coming soon Business Source Corporate – research database – now
available CPD online recording – June 2014
CPD Tools - Alchemy
CPD Tools - CareerZone
CPD tools - Business Source Corporate
