Elevate your career to the next level.
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
International Trust Management - Jersey face-to-face delivery
This course will include face to face teaching in Jersey.
The course covers basic principles and the most up-to-date developments in the industry, introducing you to the fundamentals of international trusts, trust operations and requirements in a global and local environment
STEP 国际信托管理证书（中国）
通过著名的 STEP 国际信托管理证书，提高您在信托管理方面的专业知识。
该证书由 CLTI 和普益标准联合 颁发，可作为独立的资格证书，也可作为 STEP 国际信托管理文凭（STEP 国际信托管理大专 的入门课程。
.jpg)
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
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。
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
STEP国际家族财富规划师证书（高级）受托人职责：信托基金的投资与管理 D3
通过《受托人职责：信托基金投资与管理》课程，拓展您对于受托人在投资和管理信托基金时的职责的相关知识。
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