Our Courses

Elevate your career to the next level.

6
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.

Sets:

  • All
  • Set 1 - Private wealth administration and governance
  • Set 2 - Tax and compliance
  • Set 3 - Electives

Course Listings

CLTI - Advanced Certificate

Fund Administration

This programme is an intermediate level course suitable for experienced fund administrators and back-office support staff. The course builds on the Certificate in Fund Administration and takes a detailed, practical look at key aspects of fund administration and accounting.

Duration 6 Months
Fee 1,350.00
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
CLTI - CPD

An Introduction to ESG Funds and Investing

This CPD module is designed for professionals working in the financial services/asset management industry and provides a detailed insight into one of the key global trends of 2021, ESG Investing.

Duration 12 Months
Fee 275.00
CLTI - CPD

Funds (Guernsey Regulation)

The CPD Module offers a detailed insight into the regulatory landscape in Guernsey, reviewing some of the essential laws, rules and regulations with which funds must comply and guidance issued by the local regulator.

Duration 12 Months
Fee 275.00
CLTI - CPD

Funds (Jersey Regulation)

The CPD Module offers a detailed insight into the regulatory landscape in Jersey, reviewing some of the key the laws, rules and regulations with which funds must comply and guidance issued by the local regulator.

Duration 12 Months
Fee 275.00
CLTI - CPD

An Introduction to Special Purpose Acquisition Companies and Private Equity Trends

This CPD module is designed for professionals working in the financial services/asset management industry and provides a detailed insight into one of the key global trends of 2021, special purpose acquisition companies.

Duration 12 Months
Fee 275.00