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 275.00
STEP - CPD

Automatic Exchange of Information

Get a comprehensive commentary on FATCA, CRS and other earlier and proposed AEOI initiatives with this innovative and engaging eLearning course.

Duration 12 Months
Fee 595.00
STEP - CPD

CPD Learning: Contentious Estates

How do practitioners deal with increasing complex modern family structures? What can go wrong if a will or probate isn’t prepared properly? How can you avoid or mitigate stress for your clients? Make sure you’re prepared with this interactive elearning course, designed to support your work on contentious estates with bespoke, specialist content across a broad spectrum of subject areas.

Duration 12 Months
Fee 595.00
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 275.00
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 275.00
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 275.00
STEP - CPD

Informed Trustee

The Informed Trustee is an innovative e-learning course that will equip you with a broad range of knowledge needed to take on a charity trustee role with expertise and confidence and provides wide-ranging coverage of the legal, regulatory, and financial requirements of charities across the UK. 

 

Duration 12 Months
Fee 275.00