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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.
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.
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.
Course Listings
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.
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.
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.
Company Law and Practice - China based 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.
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.
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.
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.
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.