Our Courses

Elevate your career to the next level.

7
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.

Sets:

  • All
  • Set 1 - Private wealth administration and governance
  • Set 2 - Tax and compliance
  • Set 3 - Electives

Course Listings

CLTI - CPD

An Introduction to ESG Funds and Investing

This CPD module is designed for professionals working in the financial services/asset management industry and provides a detailed insight into one of the key global trends of 2021, ESG Investing.

Duration 12 Months
Fee 200.00
STEP - CPD

An Introduction to GDPR

This online course provides the practitioners with an overview of the EU General Data Protection Regulation and its legal implications.

Duration 12 Months
Fee 130.00
STEP - CPD

Automatic Exchange of Information

This innovative and engaging eLearning course has been designed to provide the busy practitioner with a comprehensive commentary on FATCA, CRS and other earlier and proposed AEOI initiatives.

Duration 12 Months
Fee 499.00
CLTI - CPD

An Introduction to Cryptocurrencies and Blockchain Technologies

This CPD module is designed for professionals working in the financial services/asset management industry and offers a thorough insight into the fast-paced world of digital assets, such as blockchains and cryptocurrencies

Duration 12 Months
Fee 200.00
CLTI - CPD

Funds (Guernsey Regulation)

The CPD Module offers a detailed insight into the regulatory landscape in Guernsey, reviewing some of the essential laws, rules and regulations with which funds must comply and guidance issued by the local regulator.

Duration 12 Months
Fee 245.00
CLTI - CPD

Funds (Jersey Regulation)

The CPD Module offers a detailed insight into the regulatory landscape in Jersey, reviewing some of the key the laws, rules and regulations with which funds must comply and guidance issued by the local regulator.

Duration 12 Months
Fee 245.00
CLTI - CPD

An Introduction to Special Purpose Acquisition Companies and Private Equity Trends

This CPD module is designed for professionals working in the financial services/asset management industry and provides a detailed insight into one of the key global trends of 2021, special purpose acquisition companies.

Duration 12 Months
Fee 200.00