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

STEP - CPD

Automatic Exchange of Information

Get a comprehensive commentary on FATCA, CRS and other earlier and proposed AEOI initiatives with this innovative and engaging eLearning course.

Duration 12 Months
Fee 595.00
STEP - CPD

CPD Learning: Contentious Estates

How do practitioners deal with increasing complex modern family structures? What can go wrong if a will or probate isn’t prepared properly? How can you avoid or mitigate stress for your clients? Make sure you’re prepared with this interactive elearning course, designed to support your work on contentious estates with bespoke, specialist content across a broad spectrum of subject areas.

Duration 12 Months
Fee 595.00
STEP - CPD

Informed Trustee

The Informed Trustee is an innovative e-learning course that will equip you with a broad range of knowledge needed to take on a charity trustee role with expertise and confidence and provides wide-ranging coverage of the legal, regulatory, and financial requirements of charities across the UK. 

 

Duration 12 Months
Fee 215.00
Set 1
STEP - Advanced Certificate

Administration of Estates (Northern Ireland) Set 1 - Private wealth administration and governance

This course provides practitioners with the enhanced knowledge and skills required to deliver holistic advice in Northern Ireland relating to administering estates. This Advanced Certificate can be taken as part of the STEP Diploma

 

 

Duration 4 Months
Set 1
STEP - Advanced Certificate

Administration of Trusts (Northern Ireland) 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 Northern Ireland relating to administering trusts. This Advanced Certificate can be taken as part of the STEP Diploma

 

Duration 4 Months
Fee 495.00
Set 3
STEP - Advanced Certificate

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

 

Duration 4 Months
Fee 995.00
Set 3
STEP - Advanced Certificate

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

 

Duration 7 Months
Fee 3,705.00
Set 1
STEP - Advanced Certificate

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

 

Duration 4 Months
Fee 1,800.00
Set 1
STEP - Advanced Certificate

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

 

Duration 4 Months
Set 3
STEP - Advanced Certificate

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

 

Duration 4 Months
Fee 995.00
Set 3
STEP - Advanced Certificate

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.

 

Duration 4 Months
Fee 1,250.00
Set 2
STEP - Advanced Certificate

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. 

 

Duration 4 Months