Knowledgeable, clear and approachable trainers make complex subject matter easier to understand, with attendees valuing practical exercises, examples, Q&A and interactive workshops that build confidence for work and assessments. They describe the courses as well structured, informative and engaging, with useful materials and generally clear booking and joining arrangements. Some attendees find newer, spread-out formats rushed or less tutor-led, and would welcome more exam examples and feedback.
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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