STEP Certificate in Foundations

Professional Qualification


This Certificate has been designed to help professionals in the wealth management industry understand the evolution of the foundation concept, the full range of its potential uses and how it should be administered and set up competently.

It is a four-month distance-learning course, delivered through an online learning platform providing access to webinars, forums and ‘chat’ facilities, and module-by-module self-assessment tools.

This course has been withdrawn from STEP's suite of programmes whilst they redevelop its design and curriculum.  Please register your interest in the new programme and receive updates about its development by completing their interest form.

Suitable For

Wealth advisors

See below
4 months

STEP Certificate in Foundations

Date: See below
Cost: £795 (plus UK VAT if applicable)
See below for booking instructions


Final assessment is via an online multiple choice examination.

Course Modules

  • Introduction to private foundations: the international dimension
  • The essential characteristics of private foundations
  • Typical foundation structure and foundation documentation
  • Parties to a private foundation
  • Creation, migration and termination of foundations
  • Administration of foundations
  • The uses of foundations
  • Analysis of a modern law on private foundations


£795 (plus UK VAT if applicable)
£745 STEP members (plus UK VAT if applicable)

This fee includes:

  • Core study text (online)
  • Course webinars
  • Self-assessment material
  • Full online support
  • Assessment fee
  • STEP certification

Contact CLT International

Details of distance learning courses examinations can be obtained from:

Tel: +44 (0)121 362 7733
Fax: +44 (0)121 362 7510
Post: CLT International
Wrens Court
52-54 Victoria Road
Sutton Coldfield
B72 1SX

How To Apply

Download an application form from the CLT International website (