Our Vision

At CLTI, we are here for those who are inspired by exceptional learning experiences.

We make a real difference to those looking to expand their knowledge and expertise. We create personal learning experiences tailored to professionals worldwide, from young professionals just starting their career to experienced practitioners who are looking to deepen their understanding and expand their skillset.

We work closely with employers and industry representatives to ensure our professional development choices enable you to reach your goals and enter a world of opportunities.

When you choose to study with us, you will join a global network of passionate tutors, business thought leaders, learners and professionals.

Employers, regulators and clients across the world value what we do and how we do it, setting the benchmark for professional education in private wealth.

Our Vision

Our History

For over 20 years, we have been providing training and qualifications to professionals working in the private client, wealth management and investment funds industry.

We are a global company with a presence in over 90 locations worldwide and have trained over 18,000 students from a range of professions, including legal, accounting, taxation, trusts, estates, private wealth and funds.

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. We have established relationships with some of the world’s largest financial and legal institutions and developed a suite of qualifications that are highly regarded by the industries today.

Our History

Our Story

Our leading principle is for students and their career aspirations to be at the core of what we do.

We are a professional training, education and qualifications provider for the financial services industry. Our qualifications are designed and delivered by practitioners, for practitioners, whether you are just starting in your professional career, developing your broader knowledge and skills or wanting to take the next step in your career and practice. 

Our training and qualifications in wealth management, international trusts and funds are respected as setting the global standards and have been studied by over 18,000 professionals since our formation in 2000. The qualifications are globally portable, recognised and respected by employers, regulators and clients across the world. 

Our Story