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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.
Course Listings
Advising the Family Business Set 3 - Electives
This course provides practical knowledge about what differentiates family businesses from other types of clients and introduces theories and frameworks that are needed to better understand family business dynamics. This Advanced Certificate can be taken as part of the STEP Diploma.
Advising Vulnerable Clients Set 3 - Electives
This course covers a comprehensive mapping of the legislative, welfare, financial and practical issues surrounding the care and advice provided to vulnerable and elderly clients and their families. This Advanced Certificate can be taken as part of the STEP Diploma.
Company Law and Practice Set 1 - Private wealth administration and governance
The programme is designed to develop and enhance your understanding of how companies are used as offshore asset-holding vehicles. It is recognised worldwide as the benchmark qualification for those working in the international trusts industry. This Advanced Certificate can be taken as part of the STEP Diploma.
Company Law and Practice - China based Set 1 - Private wealth administration and governance
The programme is designed to develop and enhance your understanding of how companies are used as offshore asset-holding vehicles. It is recognised worldwide as the benchmark qualification for those working in the international trusts industry. This Advanced Certificate can be taken as part of the STEP Diploma.
Cross-Border Estates Set 3 - Electives
This course offers a detailed insight into the different issues that arise when dealing with cross-border estate planning and succession worldwide. This Advanced Certificate can be taken as part of the STEP Diploma.
Family Business Governance Set 3 - Electives
This programme builds upon the theories and frameworks covered in the Advanced Certificate in Advising the Family Business and explores how the advisory community can absorb these new ideas and theories and apply them in practice. This Advanced Certificate can be taken as part of the STEP Diploma.
Taxation of Trusts and Estates (Northern Ireland) Set 2 - Tax and compliance
This course provides practitioners with technical knowledge and practice skills in trust and estate taxation. It covers income tax, capital gains tax and inheritance tax as they apply to transactions that a trust and estate practitioner is likely to encounter in practice. This Advanced Certificate can be taken as part of the STEP Diploma.
Administration of Estates (England and Wales) Set 1 - Private wealth administration and governance
This programme provides practitioners with the enhanced knowledge and skills required to deliver holistic advice in England and Wales relating to administering estates. This Advanced Certificate can be taken as part of the STEP Diploma.
Administration of Trusts (England and Wales) Set 1 - Private wealth administration and governance
This course aims to provide practitioners with the technical knowledge and practical skills required to deliver advice in England and Wales relating to administering trusts. This Advanced Certificate can be taken as part of the STEP Diploma.
Principles of International Taxation, AML and Compliance Set 2 - Tax and compliance
The programme is designed to enable practitioners in the industry to develop a deep and critical understanding of the global regulatory framework in which the private wealth industry operates. It is recognised worldwide as the benchmark qualification for those working in the international trusts industry. This Advanced Certificate can be taken as part of the STEP Diploma.
Taxation of Trusts and Estates (England and Wales) Set 2 - Tax and compliance
This course provides practitioners with technical knowledge and practice skills in trust and estate taxation. It covers income tax, capital gains tax and inheritance tax as they apply to transactions that a trust and estate practitioner is likely to encounter in practice. This Advanced Certificate can be taken as part of the STEP Diploma.
Taxation of Trusts and Estates (Scotland) Set 2 - Tax and compliance
This course provides practitioners with technical knowledge and practice skills in trust and estate taxation as it applies to and in Scotland. This Advanced Certificate can be taken as part of the STEP Diploma.