Our Courses

Elevate your career to the next level.

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.


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

Course Listings

CLTI - Certificate

Fund Administration

This course covers the practical areas of fund structures and strategies, accounting and valuation, taxation, and regulation for those working in fund administration or support.

Duration 3 Months
Fee 650.00
STEP - Certificate

Financial Services - Trusts and Estate Planning

This course covers the core legal, tax and investment issues that overlap with estate planning, and enhances your ability to adopt a more integrated approach to your client work.

Duration 4 Months
Fee 650.00
STEP - Certificate

Anti-Money Laundering

This course covers the nature of money laundering (ML) and terrorist financing (TF), how the offences of ML/TF are committed, how money is laundered, initiatives to prevent its commission and the laws, regulations and best practice.

Duration 4 Months
Fee 1,155.00
STEP - Certificate

International Trust Management

This course covers basic principles and the most up-to-date developments in the industry, introducing you to the fundamentals of international trusts, trust operations and requirements in a global and local environment.

Duration 4 Months
Fee 1,730.00
STEP - Certificate

Trusts and Estates (England and Wales)

This course covers the most up-to-date developments in the industry, introducing you to some of the fundamental legal and practical matters involved in the administration of trusts and estates.

Duration 5 Months
Fee 930.00