Professional Qualification
This Certificate has been designed to help professionals in the wealth management industry understand the evolution of the foundation concept, the full range of its potential uses and how it should be administered and set up competently.
It is a four-month distance-learning course, delivered through an online learning platform providing access to webinars, forums and ‘chat’ facilities, and module-by-module self-assessment tools.
This course has been withdrawn from STEP's suite of programmes whilst they redevelop its design and curriculum. Please register your interest in the new programme and receive updates about its development by completing their interest form.
Wealth advisors
Final assessment is via an online multiple choice examination.
£795 (plus UK VAT if applicable)
£745 STEP members (plus UK VAT if applicable)
This fee includes:
Contact CLT International
Details of distance learning courses examinations can be obtained from:
Tel: +44 (0)121 362 7733
Email: cltinternational@centlaw.com
Fax: +44 (0)121 362 7510
Post: CLT International
Wrens Court
52-54 Victoria Road
Sutton Coldfield
Birmingham
B72 1SX
How To Apply
Download an application form from the CLT International website (www.cltint.com)