Tailored solutions for your organisation
We can support your organisation with a range of learning solutions to enhance the knowledge, skills and confidence of your workforce.
Are you looking to train a group of people in your team or organisation?
We can work with you to discover the training needs and design a tailored solution to achieve your organisation’s goals.
Our learning will positively impact on your team's confidence and ability as well as your approach to technical excellence in any of the following areas:
- Estate Planning and Administration
- Trust Management and Administration
- Companies, Foundations and Partnerships
- Tax and Compliance
- Family Business and Family Office
- Mental Capacity and Vulnerable Clients
- Funds and Fund Administration
- Compliance and Anti-Money Laundering
Why partner with us?
Our history of training in legal, tax, trusts and estate planning has enabled practitioners to remain at the front of their career. We have supported over 25,000 students worldwide in their professional development and over 500 companies globally to deliver exceptional training.
We are proud to be the primary training partner for STEP, a global professional body for practitioners helping families plan for their futures.
Technical confidence
Strengthen team capabilities, mitigate risks, and meet regulatory requirements.
Training designed to meet your specific challenges
Tailored training by sector, jurisdiction, and all levels of experience. Learning can be assessed or non-assessed.
International standards, local relevance
Training and industry expertise focused on the global landscape as well as regional developments.
The global benchmark
Our training and affiliated qualifications are the international standard of best practice with a curriculum covering all aspects of private wealth and investments.
Build teams ready for the future
Ensure your teams have the knowledge, skills, and behaviours to prepare for future challenges and risks.
Flexible and advanced learning formats
Engage your teams through in-person workshops, virtual classrooms or self-paced online modules.
How can we help?
Complete the form below to request a call back to discuss your requirements in detail.
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