Our Courses

Elevate your career to the next level.

40
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 1,200.00
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 575.00
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 200.00
STEP - CPD

An Introduction to GDPR

This online course provides the practitioners with an overview of the EU General Data Protection Regulation and its legal implications.

Duration 12 Months
Fee 130.00
STEP - CPD

Automatic Exchange of Information

This innovative and engaging eLearning course has been designed to provide the busy practitioner with a comprehensive commentary on FATCA, CRS and other earlier and proposed AEOI initiatives.

Duration 12 Months
Fee 499.00
CLTI - CPD

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

Duration 12 Months
Fee 200.00
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 245.00
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 245.00
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 200.00
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 149.00
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

 

 

Duration 4 Months
Fee 495.00
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 Diploma

 

Duration 4 Months
Fee 495.00