Tailored solutions for your organisation
We can support your organisation with a range of learning solutions to enhance the knowledge, skills and confidence of your workforce.
Why choose us as your training provider?
We provide bespoke learning solutions to enhance your workforce's knowledge, skills, and confidence. Our partnership approach will help you meet your desired training requirements and maximise your training budget.
We are proud to be the primary training partner for STEP, a global professional body for practitioners helping families plan for their futures. Our history of legal, tax, trusts and estate planning training has enabled practitioners to remain at the front of their careers. We have supported over 25,000 students and over 500 companies worldwide in their professional development.
The global benchmark
Our training and affiliated qualifications are the international standard of best practice with a curriculum covering all aspects of private wealth and investments.
Prepare all teams for an ever-changing landscape
Ensure your teams have the knowledge, skills, and behaviours to continuously face future challenges and risks.
Enhanced organisational confidence and capabilities
Mitigate the risks and meet regulatory requirements.
Training designed to meet your specific challenges
Tailor your training plan by sector, jurisdiction, and experience level.
International standards and local relevance
Our case studies can include regional and global developments.
Flexible and advanced learning formats
Engage your teams through in-person workshops, virtual classrooms or self-paced online modules where learning can be assessed or non-assessed.
Our learning will positively impact on your team's confidence and ability as well as your approach to technical excellence in any of the following areas:
- Estate Planning and Administration
- Trust Management and Administration
- Companies, Foundations and Partnerships
- Tax and Compliance
- Family Business and Family Office
- Mental Capacity and Vulnerable Clients
- Funds and Fund Administration
- Compliance and Anti-Money Laundering
STEP Employer Partnership Programme
The Employer Partnership Programme (EPP) is an initiative by STEP designed to foster strong partnerships with employers, and recognise their commitment to developing the professional expertise of their employees. The EPP provides a framework for engagement, continuous learning, and knowledge sharing and also aims to create a global community of like-minded organisations that champion excellence in the trust and estate profession.
Meet the Corporate Solutions Team
How can we help?
Complete the form below to request a detailed call to discuss your requirements.
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