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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.

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Course Listings

Set 2
STEP - Advanced Certificate

STEP国际家族财富规划师证书（高级） 国际税务、反洗钱与合规原则 D4 Set 2 - Tax and compliance

通过《 国际税务、反洗钱与合规原则》课程，全面了解国际税法，并进行实际应用。
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

 

Duration 4 Months
Fee 1,625.00
Course Details