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.

Are you looking to train a group of people in your team or organisation?

We can work with you to discover the training needs and design a tailored solution to achieve your organisation’s goals. 

B2B offering

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 

Why partner with us?

Our history of training in legal, tax, trusts and estate planning has enabled practitioners to remain at the front of their career. We have supported over 25,000 students worldwide in their professional development and over 500 companies globally to deliver exceptional training.

STEP CLTI LOGO

We are proud to be the primary training partner for STEP, a global professional body for practitioners helping families plan for their futures.

Technical confidence

Technical confidence

Strengthen team capabilities, mitigate risks, and meet regulatory requirements.

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Training designed to meet your specific challenges

Tailored training by sector, jurisdiction, and all levels of experience. Learning can be assessed or non-assessed.

International standards, local relevance

International standards, local relevance

Training and industry expertise focused on the global landscape as well as regional developments.

The global benchmark

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.

Build teams ready for the future

Build teams ready for the future

Ensure your teams have the knowledge, skills, and behaviours to prepare for future challenges and risks.

Flexible and advanced learning formats

Flexible and advanced learning formats

Engage your teams through in-person workshops, virtual classrooms or self-paced online modules.