CLTI is the primary training provider for STEP, the global professional association for practitioners who specialise in family inheritance and succession planning.
We equip finance and legal professionals with the specialised knowledge and practical skills they need to advance their careers in trust and estate planning.
We provide qualifications in the following subjects:
- Estate planning and administration
- Trust management
- Tax and compliance
- Family business, mental capacity and vulnerable clients
- Funds
Why use CLTI?
Globally recognised – Gain a qualification that is trusted by clients and employers worldwide as the benchmark for excellence in trust and estate planning.
Expert-led, practical learning – Learn from leading subject matter experts who bring real-world experience to each course.
Flexible online study – Study from anywhere in the world, with an accessible online learning platform.
Pathway to TEP status – Gain the prestigious TEP (Trust and Estate Practitioner) designation, a mark of professional distinction.
Email