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Qualifications and Training
We design and deliver a range of qualifications and training courses designed for practitioners working the private wealth and fund management industries, whether you are new to the profession, developing your broader knowledge and skills, or wanting to take the next step in your career.
We are the primary training provider for STEP, the global professional association for those advising families across generations. Visit STEP Qualifications and Membership to explore the range of learning available.
Alternatively, you can explore our Fund Administration Training, or contact our Customer Services and Admissions team to discuss.
Course Listings
Fund Administration
This programme is an intermediate level course suitable for experienced fund administrators and back-office support staff. The course builds on the Certificate in Fund Administration and takes a detailed, practical look at key aspects of fund administration and accounting.
Fund Administration
This course covers the practical areas of fund structures and strategies, accounting and valuation, taxation, and regulation for those working in fund administration or support.
An Introduction to ESG Funds and Investing
This CPD module is designed for professionals working in the financial services/asset management industry and provides a detailed insight into one of the key global trends of 2021, ESG Investing.
Automatic Exchange of Information
Get a comprehensive commentary on FATCA, CRS and other earlier and proposed AEOI initiatives with this innovative and engaging eLearning course.
CPD Learning: Contentious Estates
How do practitioners deal with increasing complex modern family structures? What can go wrong if a will or probate isn’t prepared properly? How can you avoid or mitigate stress for your clients? Make sure you’re prepared with this interactive elearning course, designed to support your work on contentious estates with bespoke, specialist content across a broad spectrum of subject areas.
An Introduction to Cryptocurrencies and Blockchain Technologies
This CPD module is designed for professionals working in the financial services/asset management industry and offers a thorough insight into the fast-paced world of digital assets, such as blockchains and cryptocurrencies
Funds (Guernsey Regulation)
The CPD Module offers a detailed insight into the regulatory landscape in Guernsey, reviewing some of the essential laws, rules and regulations with which funds must comply and guidance issued by the local regulator.
Funds (Jersey Regulation)
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.
An Introduction to Special Purpose Acquisition Companies and Private Equity Trends
This CPD module is designed for professionals working in the financial services/asset management industry and provides a detailed insight into one of the key global trends of 2021, special purpose acquisition companies.
Informed Trustee
The Informed Trustee is an innovative e-learning course that will equip you with a broad range of knowledge needed to take on a charity trustee role with expertise and confidence and provides wide-ranging coverage of the legal, regulatory, and financial requirements of charities across the UK.
Administration of Estates (Northern Ireland) Set 1 - Private wealth administration and governance
This course provides practitioners with the enhanced knowledge and skills required to deliver holistic advice in Northern Ireland relating to administering estates. This Advanced Certificate can be taken as part of the STEP Diploma.
Administration of Trusts (Northern Ireland) Set 1 - Private wealth administration and governance
This course aims to provide practitioners with the technical knowledge and practical skills required to deliver advice in Northern Ireland relating to administering trusts. This Advanced Certificate can be taken as part of the STEP Diploma.