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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
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.
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.
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.
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.
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.