Training and Development

We understand that everyone, no matter where they are in their career, has aspirations. This is why we actively encourage all of our employees to reach their full potential with structured and supported individual training plans. After all, it is our on-going investment in our staff that keeps us moving forward and helps us to maintain our exceptionally high standards.

Professional Qualifications

We support learning for a number of professional qualifications through financial support, study leave, mentoring schemes and personal development plans.

Our training programme covers:

ICAEW - Institute of Chartered Accountants England and Wales

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The ICAEW chartered accountancy qualification, the ACA, provides students with an in-depth understanding across accountancy, finance and business. The course aims to build the technical knowledge, professional skills and practical experience needed to become an ICAEW Chartered Accountant.

ACCA - Association of Chartered Certified Accountants

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The ACCA is a global body for professional accountants. Their qualifications are based on international accounting standards and are recognised by key regulatory and educational authorities around the world. The ACCA qualification provides the core knowledge in all areas of accountancy to ensure members have the complete skillset required of finance professionals enabling them to choose the right finance role in any industry.

ICSA – Institute of Chartered Secretaries and Administrators

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The Chartered Secretaries Qualifying Scheme (CSQS) is a broad-based qualifying scheme equipping successful ICSA graduates for a variety of different career paths and giving them chartered status upon completion.

IFA – Institute of Financial Accountants

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The Institute of Financial Accountants (IFA) is an internationally recognised professional accountancy membership body. They support their members and students with a programme of professional qualifications and education, as well as resources, events, training and seminars.

STEP – Society of Trust and Estate Practitioners

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STEP is a representative and training body within the sphere of international trust management and wealth structuring. STEP provides members and those affiliated to STEP with a local, national and international learning and business network focusing on the responsible stewardship of assets.

The STEP Certificate and Diploma in International Trust Management is a Society of Trust and Estate Practitioners and CLTI qualification. It is awarded in association with the International Trust Companies Association (ITCA) and Manchester Business School (MBS), a school of the University of Manchester.

IMC – Investment Management Certificate

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The Investment Management Certificate is the most widely recognised qualification of its kind in the UK and is used by most leading investment and fund management firms to demonstrate competence for regulatory purposes.

Administered by the CFA Institute, it's an excellent introduction to investment management and a pre-requisite for many positions within the industry. The IMC is designed for anyone seeking FCA 'Approved Person' status.

Continued Professional Development (CPD)

As well as supporting our staff through professional qualifications we actively encourage continuous professional development whatever stage they are in their career. We work with our staff to discover their personal aspirations and build a tailored development plan suitable to their needs and relevant to their role.

Mentoring Scheme

Every member of staff undertaking a professional qualification with us is assigned a suitably qualified and experienced mentor to support them throughout their studies. The mentoring scheme is designed to support and encourage students to manage their own learning in order that they may maximise their potential, develop skills and improve their performance.