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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
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.
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.
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.
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.
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.
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.
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.