Our Courses

Elevate your career to the next level.

28
Courses available

Course Listings

CLTI - Advanced Certificate

Fund Administration

*COVID-19: ONLINE delivery and examinations until end of 2020. More info below.*

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.

Delivery Online Only
Duration 6 Months
Fee 1,200.00
STEP - Advanced Certificate

Administration of Estates (England and Wales)

*COVID-19: ONLINE delivery and examinations until end of 2020. More info below.*

This programme provides practitioners with the enhanced knowledge and skills required to deliver holistic advice in England and Wales relating to administering estates.

Delivery Blended Learning
Duration 4 Months
Fee 800.00
STEP - Advanced Certificate

Administration of Estates (Northern Ireland)

*COVID-19: ONLINE delivery and examinations until end of 2020. More info below.*

This course provides practitioners with the enhanced knowledge and skills required to deliver holistic advice in Northern Ireland relating to administering estates.

Delivery Blended Learning
Duration 4 Months
STEP - Advanced Certificate

Administration of Trusts (England and Wales)

*COVID-19: ONLINE delivery and examinations until end of 2020. More info below.*

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.

Delivery Blended Learning
Duration 4 Months
Fee 800.00
STEP - Advanced Certificate

Administration of Trusts (Northern Ireland)

*COVID-19: ONLINE delivery and examinations until end of 2020. More info below.*

This course aims to provide practitioners with the technical knowledge and practical skills required to deliver advice in Northern Ireland relating to administering trusts.

Delivery Blended Learning
Duration 4 Months
STEP - Advanced Certificate

Advising the Family Business

*COVID-19: ONLINE delivery and examinations until end of 2020. More info below.*

This course provides practical knowledge about what differentiates family businesses from other types of clients; introduces theories and frameworks that are needed to better understand family business dynamics, and identify common concerns, transitions and difficulties encountered within a family business. 

Delivery Online Only
Duration 4 Months
Fee 895.00
STEP - Advanced Certificate

Advising Vulnerable Clients

*COVID-19: ONLINE delivery and examinations until end of 2020. More info below.*

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.

Delivery Blended Learning
Duration 6 Months
Fee 1,950.00
STEP - Advanced Certificate

Company Law and Practice

*COVID-19: ONLINE delivery and examinations until end of 2020. More info below.*

This course forms part of the STEP Diploma in International Trust Management which is recognised worldwide as the benchmark qualification for those working in the international trusts industry.

Delivery Blended Learning
Duration 4 Months
Fee 1,625.00
STEP - Advanced Certificate

Company Law and Practice - DL+

*COVID-19: ONLINE delivery and examinations until end of 2020. More info below.*

This course forms part of the STEP Diploma in International Trust Management which is recognised worldwide as the benchmark qualification for those working in the international trusts industry.

Delivery Online Only
Duration 4 Months
Fee 895.00
STEP - Advanced Certificate

Cross-Border Estates

*COVID-19: ONLINE delivery and examinations until end of 2020. More info below.*

This course offers a detailed insight into the different issues that arise when dealing with cross-border estate planning and succession worldwide. 

Delivery Online Only
Duration 6 Months
Fee 995.00
STEP - Advanced Certificate

Family Business Governance

*COVID-19: ONLINE delivery and examinations until end of 2020. More info below.*

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.

Delivery Online Only
Duration 4 Months
Fee 1,195.00
STEP - Advanced Certificate

Taxation of Trusts and Estates (England and Wales)

*COVID-19: ONLINE delivery and examinations until end of 2020. More info below.*

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.

Delivery Blended Learning
Duration 4 Months
Fee 800.00