Attendees particularly value knowledgeable, approachable trainers who make complex and technical subjects clear, structured and easier to apply. They describe workshops as engaging and interactive, with useful worked examples, practice exercises, exam guidance, questions and discussion, while detailed materials and real-world context strengthen learning for day-to-day work. Reviews also praise straightforward booking, advance handouts and generally well-organised delivery. Some would welcome more consistent exam-style questions, model answers and tutor-led time in newer formats.
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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