Our Courses

Elevate your career to the next level.

5
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 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. This Advanced Certificate can be taken as part of the STEP Diploma.

 

Duration 4 Months
Fee 495.00
Set 2
STEP - Advanced Certificate

Principles of International Taxation, AML and Compliance Set 2 - Tax and compliance

The programme is designed to enable practitioners in the industry to develop a deep and critical understanding of the global regulatory framework in which the private wealth industry operates. 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 2
STEP - Advanced Certificate

Taxation of Trusts and Estates (England and Wales) 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. This Advanced Certificate can be taken as part of the STEP Diploma.

 

Duration 4 Months
Fee 950.00
Set 2
STEP - Advanced Certificate

Taxation of Trusts and Estates (Scotland) Set 2 - Tax and compliance

This course provides practitioners with technical knowledge and practice skills in trust and estate taxation as it applies to and in Scotland. This Advanced Certificate can be taken as part of the STEP Diploma.

 

Duration 4 Months
Fee 800.00
Set 2
STEP - Advanced Certificate

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.

 

 

Duration 4 Months
Fee 845.00