Your journey to professional excellence

Study with CLTI and STEP and open new doors to a successful career in finance or law.

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Over the past 20 years, CLTI and STEP have worked together to develop a full suite of qualifications and training courses that fit practitioners’ needs, and support STEP’s Exam Route to membership.

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Here's what our learners say:

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“I could not recommend the STEP Postgraduate Diploma in Private Wealth Advice course and CLTI highly enough. It has been an excellent course all round and well worth the time. A stepping stone to my master’s study, it provided me with good background knowledge of regulatory change within estate planning and trusts. The seminars were excellent, and the topics covered were fully comprehensive. The networking was excellent. I am still in touch with people I met on the course."

Elizabeth Spiess, Generation Three, Senior Trust and Company Administrator, Switzerland

 

 

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"‘Unlike many professional courses, the STEP Diploma applies to my day-to-day job and has enhanced my own personal knowledge and also increased my confidence. It is recognised by firms, referrers and clients. The Diploma is a major asset to my CV and professional skills."

Clare Harris TEP, Greenwoods Legal LLP

 

 

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"‘Clients and fellow professionals recognise the Diploma and that helps with referrals and obtaining new clients."

Kai Fung Calvin Lo TEP, Stevenson, Wong & Co

STEP Membership

STEP Membership helps you elevate your career, Raising your profile locally and globally, helping you stay on top of industry changes and giving you an international passport to new business opportunities.

Your journey with STEP often starts with a qualification, and continues to support your learning throughout your career, with a range of tailored courses to suit all aspects of wealth management.

Training for your team

We can design and deliver training that will support your organisational goals and enhance your teams confidence and ability

Our programmes include STEP certificated qualifications as well as shorter, bitesize learning covering topical issues and essential, job-related skills.