Latest News

STEP Certificate for Financial Services – Trusts and Estate Planning - Eliana Sydes, Case Study

Here we speak to Eliana Sydes, Financial Planner and Wealth Manager at Towry, to discuss her experience of studying the STEP Certificate for Financial Services – Trusts and Estate Planning, and how the course has helped enhance her expertise.

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Advanced Certificate in Fund Administration - Your Feedback

If you are involved in the fund administration process and have been thinking about enrolling for a qualification, why not take a look at some of the comments that have been shared for the Advanced Certificate in Fund Administration course...

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STEP - 60-second interview with Helen Hatton

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Introducing our new FATCA: Law & Practice course!

FATCA: Law & Practice, is the new specialist, e-learning course that is part of the new STEP CPD Learning Series and has been designed to help professionals get to grips with the complicated provisions of FATCA.

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What are the benefits of studying the STEP Certificate in Trusts and Estates?

We recently spoke to Fiona Clarke, Associate at Burness Paull LLP, about her experience of studying the STEP Certificate in Trusts and Estates (England and Wales).

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Family businesses – what’s the secret to their success?

What comes to mind when you think of brands such as BMW, Estee Lauder, 21st Century Fox and Ikea? Here, we talk about the secret to the success of family businesses across the globe.

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New: STEP Certificate in Anti Money Laundering

We are pleased to announce the launch of the new STEP Certificate in Anti Money Laundering (delivered in collaboration with the International Compliance Association)! 

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New! Advanced Certificate in Fund Administration!

CLT International is pleased to announce the first intake of the new Guernsey-focused Advanced Certificate in Fund Administration, which will be delivered in partnership with the GTA University Centre, on the 18th October.

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STEP Programme - Course Information Session

New Dates Added! Find out when CLT International are hosting the next STEP Certificate and Diploma in International Trust Management session near you!

 

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NUS Discount for Students

If you are enrolled on a course delivered in England and Wales, Northern Ireland or Scotland, you are eligible to purchase an 'NUS Extra' Discount Card at a cost of £12.  Find out more....

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STEP Certificate in International Trust Management - A Student's Experience

Here we speak to Hezekiah Miller, a Financial Planner based in Jamaica, about his recent experience of studying the STEP Certificate in International Trust Management, and how the programme has benefitted him professionally.

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Mistakes and ambiguities in will writing - can the past be rectified?

Drafting accurate, technical wills for clients can be a challenging process, especially when clients have specific (and often complex) requirements.

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Dementia - Filling in the 'blanks'

According to Alzheimer’s Society, by 2025 it’s predicted that there will be over 1,000,000 people in the UK living with dementia. To really put this into context, that’s more than the population of Birmingham! Despite this worrying statistic, only a small amount of the NHS’ budget has been allocated to researching dementia (as reported by Alzheimer’s Research UK). As the number of those suffering from dementia rises, more and more people are looking at innovative ways of raising awareness of this condition, such as Emma Healey – author of the highly acclaimed Elizabeth is Missing.

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Exam Tips for Students

Getting ready for an examination is hard work, and usually requires a lot of time, will power and in most cases a never-ending supply of caffeine.

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Introducing the new and improved online learning platform!

With the forthcoming launch of our new Moodle theme, we are pleased to showcase some of the new features that are going to be implemented to enhance the learning experience.

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Providing better advice to International Clients on issues surrounding UK Tax

With impending changes to legislation governing UK Tax for International Clients, a significant impact on clients is expected. Advisors awareness is imperative if the best service and advice is to be made available to clients.

Read on for more information and a snapshot of some of the changes being made.

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STEP Advanced Certificate in Trust Disputes - Your Feedback

Committed to providing an excellent standard of certificated, professional training, here we share with you some of the comments that the STEP Advanced Certificate in Trust Disputes qualification has received.

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5 Tips on getting the most out of your Workshop

Getting ready for an examination can be challenging (and stressful!), but with the support of your course workshops you will gain the confidence you need to conquer your assessment.

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What are the benefits of gaining a recognised qualification?

The qualifications that CLT International offer are recognised by the industry, and as well as knowledge and skills, provide the confidence and ability to deal with practical situations that arise in the workplace.

Read our recent case study, where we spoke with Kerry Bachelet, Head of Group HR for Louvre Group Limited in Guernsey, about the benefits of sending employees onto the courses that are offered by CLT International.

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Anyone can prepare a will, can’t they?

Will writing is an active and changing area of law; yet practitioners working in other areas of the legal profession often underestimate the challenges that these changes pose. Martyn Frost, TEP and Tutor for the STEP Advanced Certificate in Will Preparation believes this is the reason why the view that anyone can ‘do wills’ is still encountered. Find out more....

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How can studying for a qualification with CLT International benefit you?

The qualifications that we offer are recognised by the industry, and as well as knowledge and skills, provide the confidence and ability to deal with practical situations that arise in the workplace.

We regularly speak with delegates and employers who participate in the training courses that we offer. Read our case studies of graduates who share their experiences of having studied for a course with us:

Jacques Vermeulen, Associate Director at Augentius in Guernsey and graduate of the Advanced Certificate and Diploma in Fund Administration explains why he chose to study the course and what he has gained from completing it.

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STEP Professional Postgraduate Diploma in Private Wealth Advising - A look 'inside'​

As the global economic environment is constantly evolving and the needs of the client are becoming more complex, practitioners working in the private wealth field need to excel as never before.

Launched in March 2016, the STEP Professional Postgraduate Diploma in Private Wealth Advising is a new level 7, certificated qualification designed for senior practitioners in the private client and wealth management fields, whether you are a Solicitor, Wealth Manager, Family Business Advisor, Family Office Executive or Trust Manager.

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