Knowledgeable, approachable trainers who explain complex subjects clearly are the provider’s standout strength. Attendees value the well-structured, thorough materials, practical examples, exercises and breakout discussions, which make learning engaging and easier to apply at work. They also find registration and course communication clear, and appreciate supportive question-and-answer sessions. Some feel certain workshops are rushed or formats less effective, but overall the training is informative, relevant and worthwhile.
Generated from recent reviews; may not reflect every review
About CLTI
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.
Courses delivered by CLTI
28 courses across 5 subject areas
Advanced Certificate15
Certificate4
CPD3
ITM5
Postgraduate Diploma1
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