CLTI partners

In association with:

Step logo

We are proud to be STEP's education partner.

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.

STEP is the global professional association for practitioners who specialise in family inheritance and succession planning. We work to improve public understanding of the issues families face in this area and promote education and high professional standards among our members.

STEP members help families plan for their futures, from drafting a will to advising on issues concerning international families, protection of the vulnerable, family businesses and philanthropic giving. Full STEP members, known as TEPs, are internationally recognised as experts in their field, with proven qualifications and experience.

Visit STEP's website




Alliance Manchester Business School

Selected STEP qualifications and the CLTI Funds qualifications are awarded in association with Alliance Manchester Business School (AMBS)

Established in 1965, AMBS are proud to be part of University of Manchester. With Triple-accreditation from AACSB International, AMBA and EQUIS, they provide world-class, industry-focused education to undergraduates, postgraduates and executives across the globe.
‘Original Thinking Applied’ is at the heart of everything AMBS does. The School is ranked third in the UK for research power (REF 2021) and its influential research impacts all areas of business and management. 

The University’s centres in Dubai, Hong Kong, Shanghai and Singapore open up a world of opportunities for AMBS’ students, researchers and clients, and the School’s growing alumni community includes over 65,000 graduates across 176 countries. 

Visit Website here


PUYI Education

CLTI and STEP work with PUYI Education to deliver training and qualifications to practitioners in China.

PUYI Education are research and education specialists in China’s wealth management industry. They support students enrolling on the relevant STEP courses with local mentoring and support through the programmes in partnership with CLTI.

China's wealth management market is ushering in enormous development opportunities, but also facing real challenges, the key to embracing opportunities and meeting the challenges lies in the promotion of professional standards and the improvement of professional skills. Together with the globally renowned industry benchmark - STEP qualification, will complement each other's advantages and join hands to empower the talent training of China's wealth management market with a series of standardised, rigorous, practical, and effective professional development courses.