Our Courses

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Courses available

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
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
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 895.00
Set 3
STEP - Advanced Certificate

Advising Vulnerable Clients Set 3 - Electives

This course covers a comprehensive mapping of the legislative, welfare, financial and practical issues surrounding the care and advice provided to vulnerable and elderly clients and their families. This Advanced Certificate can be taken as part of the STEP Diploma

 

Duration 7 Months
Fee 3,705.00
Set 1
STEP - Advanced Certificate

Company Law and Practice Set 1 - Private wealth administration and governance

The programme is designed to develop and enhance your understanding of how companies are used as offshore asset-holding vehicles. It is recognised worldwide as the benchmark qualification for those working in the international trusts industry. This Advanced Certificate can be taken as part of the STEP Diploma

 

Duration 4 Months
Fee 1,625.00
Set 3
STEP - Advanced Certificate

Cross-Border Estates Set 3 - Electives

This course offers a detailed insight into the different issues that arise when dealing with cross-border estate planning and succession worldwide. This Advanced Certificate can be taken as part of the STEP Diploma

 

Duration 4 Months
Fee 995.00
Set 3
STEP - Advanced Certificate

Family Business Governance Set 3 - Electives

This programme builds upon the theories and frameworks covered in the Advanced Certificate in Advising the Family Business and explores how the advisory community can absorb these new ideas and theories and apply them in practice. This Advanced Certificate can be taken as part of the STEP Diploma.

 

Duration 4 Months
Fee 1,195.00
Set 2
STEP - Advanced Certificate

Taxation of Trusts and Estates (Northern Ireland) Set 2 - Tax and compliance

This course provides practitioners with technical knowledge and practice skills in trust and estate taxation. It covers income tax, capital gains tax and inheritance tax as they apply to transactions that a trust and estate practitioner is likely to encounter in practice. 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 Estates (England and Wales) Set 1 - Private wealth administration and governance

This programme provides practitioners with the enhanced knowledge and skills required to deliver holistic advice in England and Wales relating to administering estates. This Advanced Certificate can be taken as part of the STEP Diploma.

 

Duration 4 Months
Fee 950.00
Set 1
STEP - Advanced Certificate

Administration of Trusts (England and Wales) 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 England and Wales relating to administering trusts. This Advanced Certificate can be taken as part of the STEP Diploma.

 

Duration 4 Months
Fee 950.00
Set 2
STEP - Advanced Certificate

Principles of International Taxation, AML and Compliance Set 2 - Tax and compliance

The programme is designed to enable practitioners in the industry to develop a deep and critical understanding of the global regulatory framework in which the private wealth industry operates. It is recognised worldwide as the benchmark qualification for those working in the international trusts industry. This Advanced Certificate can be taken as part of the STEP Diploma.

 

Duration 4 Months
Fee 1,625.00