Our Courses

Elevate your career to the next level.

47
Courses on offer

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

CLTI - Advanced Certificate

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.

Duration 6 Months
Fee 1,350.00
CLTI - Certificate

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.

Duration 3 Months
Fee 650.00
CLTI - CPD

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.

Duration 12 Months
Fee 275.00
STEP - CPD

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.

Duration 12 Months
Fee 595.00
STEP - CPD

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.

Duration 12 Months
Fee 595.00
CLTI - CPD

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.

Duration 12 Months
Fee 275.00
CLTI - CPD

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.

Duration 12 Months
Fee 275.00
CLTI - CPD

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.

Duration 12 Months
Fee 275.00
STEP - CPD

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. 

 

Duration 12 Months
Fee 275.00
Set 1
STEP - Advanced Certificate

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. Next intake closing: Friday 2nd February, with places being confirmed 16th February!

 

 

Duration 4 Months
Set 1
STEP - Advanced Certificate

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 DiplomaNext intake closing: Enrolment now open - places being confirmed 16th February!

 

Duration 4 Months
Fee 495.00
Set 3
STEP - Advanced Certificate

Advising the Family Business Set 3 - Electives

This course provides practical knowledge about what differentiates family businesses from other types of clients and introduces theories and frameworks that are needed to better understand family business dynamics. This Advanced Certificate can be taken as part of the STEP Diploma

 

Duration 4 Months
Fee 995.00