"The trainer was excellent and he made the modules enjoyable by providing a good mix of theory and practical application, but at the same time involving the delegates in discussion and feedback rather than simply lecturing. The case studies and assignments were challenging and the course materials provided were of a high standard - I know I will revisit them on many an occasion"
"Very pleased with the face to face tutorial; informative, clear with great examples given. Very relevant and comprehensive."
"The most helpful tutor I have ever had. She made tax an interesting subject and I had a few eureka moments throughout the workshop! Honestly an un-missable training day."
"I would like to thank the CLT International team for putting together the well written course material. I would especially like to thank you for sending a wonderful Instructor David Jones. He made the face to face tutorial a delightful one. He was very professional and very thorough in the way he helped me understand the core basics of the certificate program."
"I wouldn't hesitate to recommend this course to someone fairly new to the profession like myself to gain a deeper understanding of will preparation. I would also highly recommend this to anyone working in financial services and employing an outside will drafting firm (like ourselves) to enable them to advise clients in detail and check the contents of the drafted will."
"‘Excellent course, pace was just right and the lecturer prepared us well by highlighting the key principles which helped us to understand the material.’"
"‘I am really impressed with the level of customer service at CLT International so far. Very prompt and accurate service, way to go to add value!’"
"‘Thank you very much to CLT International for all of your helpful information. I truly enjoyed the course; the materials were informative from so many angles (not merely trust matters). The tuition was excellent and quite a treat at the end of several months of ‘studying alone’.'"
""The tutor was extremely knowledgeable and made everything much more clear.""
"‘Great course! Much better understanding of my role and what is expected of me.’"
"‘Fantastic lecturer, great involvement of personal experience and knowledge. Thoroughly beneficial.’"
"‘Robin was an excellent tutor and made me feel confident for my exam.’"
"‘Robin is a great lecturer and fabulous at explaining, as well as providing appropriate examples.’"
"‘It was a tremendous pleasure doing this course so much that I will be continuing onto the Diploma, and eventually, transitioning to this field of work.’"
"‘The course was excellent and really was helpful. Stella was a fantastic instructor!’"
"‘Possibly the best course I have attended. Will help me win and retain clients plus do more for them.’"
"‘Ken was very knowledgeable and engaging. Found the case study and interactive sessions particularly useful.’"
"‘Fantastic course and very well presented. Excellent addition to my STEP portfolio.’"
"‘The tables and flow charts used in the workshop notes are extremely helpful. I haven’t received anything like this on other courses. Very good tutor - kept my attention all the way through and was writing almost all day.’"
"‘Excellent guidance on practical matters given – very useful.’"
"‘I must say, thank you to the lecturer Bill. Through his detailed explanation, I can easily understand the concept and hope that I can make use of it not only in exam, but also in my job.’"
"‘Bill is a very good teacher. The manual and classes was well prepared. He was nice and patient. It’s great to have his courses. I will highly recommend Bill to my friends who want to take the STEP course.’"
"‘Mr. Harper was extremely knowledgeable and brought a wealth of experience that was very helpful. He exceeded my expectations!’"
"‘Instructor is very knowledgeable and his personal experiences really helped make the material come to light.’"
"‘Mr. Harper was excellent, he was able to apply his real world experience to the course material which made some aspects much clearer. I hope to see him again on another course! Well done.’"
"‘Genuinely enjoyed the day – interesting and informative, plus anecdotal cases are always enjoyable to hear.’"
"‘Julie is an excellent tutor – a really good, thorough and reassuring exam preparation and a lively, entertaining format. Thank you! ’"
"‘Good course – the only thing around to my knowledge that deals with will writing and will preparation. I did this course following completion of the STEP Diploma and find it adds to it, as it is specific to will writing. '"
"‘Excellently delivered. Very useful in putting together material learned pre course.'"
"‘Very approachable tutor, very willing to re-explain and clarify, pitched at the groups level very well. Came away with much better understanding than if I had just read the manual, as I do not currently work in the trust industry. The quiz sessions were enjoyable and a fantastic way to consolidate learning.’"
"‘The course was excellent, very well delivered and detailed!’"
"The material is very comprehensive and I have found myself using the precedents regularly. Not sure how I managed before I did the course! The self assessment questions and assignment guide were invaluable to focus on the type of questions being addressed."
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.Read more
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...Read more
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.Read more
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).Read more