Turning ambition into action.
A world of opportunities.
At CLTI, we are here for those who are inspired by exceptional learning experiences. Every day across the world we deliver excellence in learning and professional development through our global expertise and intuitive understanding of the financial services industry.
We are the primary training provider for STEP, the global professional association for practitioners who specialise in family inheritance and succession planning, supporting their exam route to full membership through certificated qualifications and continuous learning.
Featured Courses
Financial Services - Trusts and Estate Planning
*COVID-19: ONLINE delivery and examinations until end of 2020. More info below.*
This course covers the core legal, tax and investment issues that overlap with estate planning, and enhances your ability to adopt a more integrated approach to your client work.
Anti-Money Laundering
*COVID-19: ONLINE delivery and examinations until end of 2020. More info below.*
This course covers the nature of money laundering (ML) and terrorist financing (TF), how the offences of ML/TF are committed, how money is laundered, initiatives to prevent its commission and the laws, regulations and best practice.
Funds (Jersey Regulation)
*COVID-19: ONLINE delivery and examinations until end of 2020. More info below.*
The CPD Module offers a detailed insight into the regulatory landscape in Jersey, reviewing some of the key the laws, rules and regulations with which funds must comply and guidance issued by the local regulator.
Start Your Learning Journey
Developing people, professions, and partnerships worldwide.
We are here to make training accessible to all, using experience and understanding to create a world of opportunities for employers, aspiring professionals and their clients around the world. Join our learning community today and gain access to a library of knowledge, resources and insight.
