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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.
Course Listings
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.
Principles of International Taxation, AML and Compliance - China 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.
Taxation of Trusts and Estates (England and Wales) 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.
Taxation of Trusts and Estates (Scotland) Set 2 - Tax and compliance
This course provides practitioners with technical knowledge and practice skills in trust and estate taxation as it applies to and in Scotland. This Advanced Certificate can be taken as part of the STEP Diploma.
Trust and Estate Accounting (England and Wales) Set 1 - Private wealth administration and governance
This course provides practitioners with the practical and technical knowledge and skills required to deliver advice in England and Wales relating to trust and estate accounting. This Advanced Certificate can be taken as part of the STEP Diploma.
Trust and Estate Accounting (Northern Ireland) Set 1 - Private wealth administration and governance
This course provides practitioners with the practical and technical knowledge and skills required to deliver advice in Northern Ireland relating to trust and estate accounting. This Advanced Certificate can be taken as part of the STEP Diploma.
Trust and Executry Accounting (Scotland) Set 1 - Private wealth administration and governance
This course provides practitioners with the practical and technical knowledge and skills required to deliver advice in Scotland relating to trust and executory accounting. This Advanced Certificate can be taken as part of the STEP Diploma.
Trust Disputes Set 3 - Electives
This course will enhance your understanding of how disputes occur and how they can be avoided. It will give you an extensive overview of the various permutations involved in trust disputes. This Advanced Certificate can be taken as part of the STEP Diploma.
Trustees Duties: Investment and Management of the Trust Fund Set 1 - Private wealth administration and governance
The programme is designed for practitioners involved in international trust administration and management to develop your understanding of a trustee’s duties when investing and managing the trust fund. 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.
Trustees Duties: Investment and Management of the Trust Fund - China based Set 1 - Private wealth administration and governance
The programme is designed for practitioners involved in international trust administration and management to develop your understanding of a trustee’s duties when investing and managing the trust fund. 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.
Trusts: Law and Practice (Scotland) 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 Scotland relating to the practice of trusts law. This Advanced Certificate can be taken as part of the STEP Diploma.
Trusts: Law and Practice (International) Set 1 - Private wealth administration and governance
The programme provides a review of the trust concept and the role, powers, and duties of a trustee to enable trust practitioners to manage wealth held in trust in a professional and effective manner in compliance with industry best practice. 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.