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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
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.
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.
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.
STEP Certificate in International Trust Management - China
Enhance your expertise in trust management with the prestigious STEP Certificate in International Trust Management.
Delivered by CLTI & PUYI, this certificate can be taken as a standalone qualification or as an introduction to the STEP Diploma in International Trust Management.
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
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.
Private Wealth Advice
This is an executive programme for experienced practitioners in the wealth management field looking to develop their understanding of critical thinking, risk assessment and business strategy and wanting to take the next step in their professional career. Next start date: 13th May 2024