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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
STEP国际家族财富规划师证书（高级）- 公司法与实务 (D2) Set 1 - Private wealth administration and governance
通过学习《公司法与实务》课程，培养和加强对公司如何用作离岸资产持有工具的理解 该高级证书由 CLTI 和普益标准联合颁发，可作为独立资格证书学习。
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STEP国际家族财富规划师证书（高级）-信托：法律与实践 Set 1 - Private wealth administration and governance
通过 《信托：法律与实践》课程掌握信托概念和受托人责任。该高级证书由 CLTI 和普益标准联合颁发，可作为独立资格证书学习