Our Courses

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14
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

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
Fee 495.00
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 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 1,625.00
Set 1
STEP - Advanced Certificate

Administration of Estates (England and Wales) Set 1 - Private wealth administration and governance

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

 

Duration 4 Months
Fee 950.00
Set 1
STEP - Advanced Certificate

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

 

Duration 4 Months
Fee 950.00
Set 1
STEP - Advanced Certificate

Trust and Estate Accounting (England and Wales) Set 1 - Private wealth administration and governance

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

 

Duration 4 Months
Fee 950.00
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 800.00
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 800.00
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