Training provider

CLTI

CLTI is the primary training provider for STEP, the global professional association for practitioners who specialise in family inheritance and succession planning.

4.7 average · 248 reviews
AI summary of reviews

Attendees particularly value the knowledgeable, clear and approachable trainers, who make complex subjects accessible through patient explanations, practical examples, exercises and interactive discussion. They describe the course materials as thorough, well structured and useful for reinforcing understanding, with learning that connects to their work and supports exam preparation. Registration and course communication are generally clear and organised, although some attendees find the online portal or spread-out workshop format less convenient.

Knowledgeable trainersPractical learningClear organisation

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

Showing all 28 courses

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