Our Courses

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Courses on offer

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

Set 1
STEP - Advanced Certificate

Trust and Estate Accounting (Northern Ireland) Set 1 - Private wealth administration and governance

This course provides practitioners with the practical and technical knowledge and skills required to deliver advice in Northern Ireland relating to trust and estate accounting. This Advanced Certificate can be taken as part of the STEP Diploma.

 

Duration 4 Months
Fee 495.00
Set 1
STEP - Advanced Certificate

Trust and Executry Accounting (Scotland) Set 1 - Private wealth administration and governance

This course provides practitioners with the practical and technical knowledge and skills required to deliver advice in Scotland relating to trust and executory accounting. This Advanced Certificate can be taken as part of the STEP Diploma.

 

Duration 4 Months
Fee 150.00
Set 3
STEP - Advanced Certificate

Trust Disputes Set 3 - Electives

This course will enhance your understanding of how disputes occur and how they can be avoided. It will give you an extensive overview of the various permutations involved in trust disputes. This Advanced Certificate can be taken as part of the STEP Diploma.

 

Duration 4 Months
Fee 695.00
Set 1
STEP - Advanced Certificate

Trustees' Duties: Investment and Management of the Trust Fund Set 1 - Private wealth administration and governance

The programme is designed for practitioners involved in international trust administration and management to develop your understanding of a trustee’s duties when investing and managing the trust fund. 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.

 

Duration 4 Months
Fee 1,625.00
Set 1
STEP - Advanced Certificate

Trusts: Law and Practice (Scotland) 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 Scotland relating to the practice of trusts law. This Advanced Certificate can be taken as part of the STEP Diploma.

 

Duration 4 Months
Fee 950.00
Set 1
STEP - Advanced Certificate

Trusts: Law and Practice (International) Set 1 - Private wealth administration and governance

The programme provides a review of the trust concept and the role, powers, and duties of a trustee to enable trust practitioners to manage wealth held in trust in a professional and effective manner in compliance with industry best practice. 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.

 

Duration 4 Months
Fee 1,625.00
Set 1
STEP - Advanced Certificate

Trusts: Law and Practice (International) - China based Set 1 - Private wealth administration and governance

Formerly known as the Advanced Certificate in Trust Creation: Law and Practice, this course forms part of the STEP Diploma in International Trust Management which is recognised worldwide as the benchmark qualification for those working in the international trusts industry.

Duration 4 Months
Fee 1,625.00
Set 2
STEP - Advanced Certificate

UK Tax for International Clients Set 2 - Tax and compliance

This course covers the UK tax issues that need to be considered when advising private clients who have an international element in their affairs. This area of law has undergone significant changes in recent years. This Advanced Certificate can be taken as part of the STEP Diploma.

 

 

Duration 4 Months
Fee 845.00
Set 1
STEP - Advanced Certificate

Will Preparation Set 1 - Private wealth administration and governance

The course covers the law and best practice in relation to will preparation, enabling you to provide clients with technical, high-quality wills. By enhancing your client-facing skills, you will be able to offer your clients a holistic, comprehensive service that meets the highest levels of competence and professional standards. This Advanced Certificate can be taken as part of the STEP Diploma.

 

Duration 4 Months
Fee 1,395.00
Set 1
STEP - Advanced Certificate

Wills and Executries (Scotland) Set 1 - Private wealth administration and governance

This course aims to provide practitioners with the enhanced knowledge and skills required to deliver holistic advice in Scotland relating to wills and executries. This Advanced Certificate can be taken as part of the STEP Diploma.

 

 

Duration 4 Months
Fee 950.00
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 495.00
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 1,100.00