Our Courses

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Course 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