Our Courses

Elevate your career to the next level.

6
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

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

International Trust Management - Jersey face-to-face delivery

This course will include face to face teaching in Jersey.

The 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 2,200.00
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
STEP - Certificate

STEP 国际信托管理证书(中国)

通过著名的 STEP 国际信托管理证书,提高您在信托管理方面的专业知识。

该证书由 CLTI 和普益标准联合 颁发,可作为独立的资格证书,也可作为 STEP 国际信托管理文凭(STEP 国际信托管理大专 的入门课程。