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.

Build your Diploma pathway

Build a STEP Diploma that works for you by choosing from our extensive suite of Advanced Certificates. Combine four Advanced Certificates to make up your Diploma.

STEP Diploma Guidance

The Advanced Certificates are listed below in three sets. Choose at least one from Set 1 – Private wealth administration and governance, at least one from Set 2 – Tax and compliance, and two from any of the three sets.