What CLT International does

CLT International (CLTI) is a Birmingham, UK-headquartered professional education provider that develops and delivers the full suite of STEP (Society of Trust and Estate Practitioners) qualifications, operating as STEP's primary education partner for over 20 years. The company's product portfolio is structured as a hierarchical qualification pathway: entry-level STEP Certificates (£750-£1,250), approximately 20 Advanced Certificates across specialisations including trust administration, estate administration, taxation, company law, family business, cross-border estates, and trust disputes (typically £1,100-£1,950), jurisdiction-specific variants for England & Wales, Scotland, and International contexts, the flagship STEP Diploma (built by combining four Advanced Certificates), and a Professional Postgraduate Diploma in Private Wealth Advice. Courses are delivered primarily through an online learning management platform featuring virtual classrooms, online workshops, forums, and self-assessment tools, with select hybrid programmes offering in-person workshops in Geneva and Zurich. Digital certificates are issued via credentials partner Diplomasafe with QR-code verification from April 2026.

CLTI is a division of Wilmington plc (LSE: WPL) and serves primarily individual trust and estate practitioners, legal professionals, accountants and tax advisers, and banking/wealth management professionals globally, with over 23,000 STEP members constituting the addressable community. STEP membership is a prerequisite for most courses, creating a structural referral funnel. Revenue is generated primarily through per-course fees (one-time payments with optional interest-free instalment plans for courses over £800), examination resits (£200), oral assessments (£600), and bespoke Corporate Solutions for firms training multiple employees at 30-50% volume discounts. AI is deployed in customer service (LiveChat with OpenAI's public LLM), training material development, and under-evaluation assessment processes, with all AI outputs reviewed by qualified human subject matter experts. CLTI holds ISO 14001 and ISO 27001 certifications and operates registered offices in Birmingham and London with training academies in Geneva and Zurich.

Name

CLT International

Legal name

CLT International Limited

Website

https://cltint.com

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

51–100 employees

Short description

CLT International is the primary education partner of STEP, delivering the full suite of STEP qualifications — Certificates, Advanced Certificates, Diploma, and Postgraduate Diploma — to trust and estate practitioners, legal professionals, accountants, and wealth managers globally through an online learning platform.

Ownership category

akta.pro rank

Product category

Professional Education and Training

NAICS

Professional and Management Development Training (611430), Exam Preparation and Tutoring (611691)

SIC

Services-Educational Services (8200)

akta.pro primary industry

Credentialing, Certification Prep & Exam Training (BPACANAJ)

akta.pro secondary industries

Legal & Compliance (CLE, Paralegal CE) (EDAAALAB), Certification & Exam Prep eLearning Modules (EDAGAEAL), Law School Continuing Legal Education (CLE) & Executive Programs (EDAHAIAH)

Keywords

• Professional qualifications
• Trust and estate training
• Financial services education
• STEP certifications
• Continuing professional development

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices4 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Supply Chain

Revenue model

1. Professional Qualification Course Fees: CLTI generates the majority of its revenue from course enrollment fees for STEP qualifications. Fees vary by qualification level and format: Certificate courses from £750, Advanced Certificates from £1,050–£1,950, hybrid/in-person programmes up to £2,350. One-time per-course payments with some instalment options available.
2. Assessment and Resit Fees: Revenue from examination resits at £200 per attempt, oral assessments at £600, and reflective journal resits at £200. These represent supplementary per-transaction revenue tied to qualification completion.
3. Corporate/Group Training Solutions: CLTI offers tailored pricing plans and group rate cards for firms training multiple team members, with discounts of 30–50% for bulk enrolments (10+, 30+, 50+ participants). This represents a B2B enterprise revenue stream.
4. Interest-Free Instalment Plans: Three equal monthly instalments for Certificate and Advanced Certificate courses totalling over £800 (excluding VAT), and six equal monthly instalments for the Professional Postgraduate Diploma. Administered via credit/debit card payments.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels9 records

Core offering

CLTI develops and delivers a hierarchical suite of STEP-branded professional qualifications and training courses for trust and estate practitioners, covering entry-level certificates, advanced certificates, the STEP Diploma, and a Professional Postgraduate Diploma. Courses are delivered online with virtual classrooms and selected hybrid in-person workshops in Switzerland. CLTI also offers bespoke corporate training solutions for firms enrolling multiple employees with volume discounts.

Product overview

CLTI is a professional training and qualifications provider for the finance and legal profession, operating as STEP's primary education partner for over 20 years. The product portfolio is structured as a hierarchical qualification pathway: entry-level Certificates (Anti-Money Laundering, Financial Services – Trust and Estate Planning, International Trust Management, Trusts and Estates England & Wales) provide foundational knowledge and lead into Advanced Certificates across multiple specialisations (trust administration, estate administration, taxation, company law, trustees' duties, family business, cross-border estates, trust disputes, and jurisdiction-specific variants for England & Wales and Scotland). Four Advanced Certificates combine to form the flagship STEP Diploma, the globally recognised benchmark qualification for trusts and estates practitioners, with pathways tailored for International Trust Management, England and Wales, Scotland, and Tax Advisors. The portfolio also includes the STEP Professional Postgraduate Diploma in Private Wealth Advice for senior practitioners, CPD courses for continuing professional development, and Corporate Solutions for organisational training needs. STEP Membership provides ongoing professional recognition and networking access, with the TEP designation awarded upon Diploma completion. The platform delivers courses online with virtual classrooms, with select certificates and advanced certificates also available in hybrid format through in-person workshops in Switzerland (Geneva and Zurich).

Differentiator

Problem solved

Functional benefit

Products and services

• STEP Certificate in Anti-Money Laundering
• STEP Certificate for Financial Services – Trust and Estate Planning
• STEP Certificate in International Trust Management
• STEP Certificate in Trusts and Estates (England and Wales)
• STEP Certificate in International Trust Management – Hybrid in Switzerland
• STEP Advanced Certificate in Administration of Trusts (England and Wales)
• STEP Advanced Certificate in Administration of Estates (England and Wales)
• STEP Advanced Certificate in Trust and Estate Accounting (England and Wales)
• STEP Advanced Certificate in Will Preparation (England and Wales)
• STEP Advanced Certificate in Trusts: Law and Practice (Scotland)
• STEP Advanced Certificate in Wills and Executries: Law and Practice (Scotland)
• STEP Advanced Certificate in Trust and Executry Accounting (Scotland)
• STEP Advanced Certificate in Trusts: Law and Practice (International)
• STEP Advanced Certificate in Trusts: Law and Practice – Hybrid in Switzerland
• STEP Advanced Certificate in Taxation of Trusts and Estates (England and Wales)
• STEP Advanced Certificate in Taxation of Trusts and Estates (Scotland)
• STEP Advanced Certificate in Company Law and Practice
• STEP Advanced Certificate in Trustees' Duties: Investment and Management of the Trust Fund
• STEP Advanced Certificate in Principles of International Taxation, AML and Compliance
• STEP Advanced Certificate in UK Tax for International Clients
• STEP Advanced Certificate in Advising the Family Business
• STEP Advanced Certificate in Family Business Governance
• STEP Advanced Certificate in Cross-Border Estates

Quantifiable outcome

• STEP qualifications are recognised globally as the benchmark for trusts and estates practitioners by employers, regulators, and clients.
• +3 more outcomes

Named customers3 records

Segments6 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

AI capability4 records

Feature4 records

Partnerships

Four partnerships are on record, tiered flagship and core.

• Society of Trust and Estate Practitioners (STEP)flagshipStrategic or Co-development PartnerCLTI is STEP's primary education partner and has collaborated with STEP for over 20 years to develop and deliver the full suite of STEP qualifications and training courses. CLTI supports STEP's Exam Route to membership. STEP membership is a prerequisite for most CLTI courses. CLTI processes training data on its own behalf and transfers personal data to STEP for membership journey management. On occasion data is transferred to local STEP Branches for bespoke local services.
• Alliance Manchester Business School (AMBS), University of ManchestercoreStrategic or Co-development PartnerMultiple STEP Advanced Certificates and Diplomas are awarded in association with Alliance Manchester Business School, a School of the University of Manchester. This includes the STEP Advanced Certificate in Taxation of Trusts and Estates (England & Wales), STEP Advanced Certificate in Administration of Trusts (England & Wales), STEP Advanced Certificate in Trust Disputes, STEP Advanced Certificate in Will Preparation (England & Wales), STEP Advanced Certificate in Family Business Governance, STEP Advanced Certificate in Company Law and Practice, STEP Advanced Certificate in Trusts: Law and Practice (International), STEP Advanced Certificate in Principles of International Taxation, AML and Compliance, and STEP Advanced Certificate in Trustees' Duties: Investment and Management of the Trust Fund. Also applies to the STEP Certificate in Trusts and Estates (England & Wales).
• Wilmington PLCcoreStrategic or Co-development PartnerCLT International is a division of Wilmington PLC (Company registration 6309789). Wilmington PLC is the parent company providing corporate infrastructure, data protection oversight (Data Protection Officer at [email protected]), and accessibility contact point. CLTI's cookie policy, privacy policy, and terms and conditions reference Wilmington PLC as the governing entity. Wilmington operates across UK, Spain, France, Ireland, USA, Dubai, Singapore, and Hong Kong.
• DiplomasafecoreTechnology or IntegrationDigital certificates are issued by CLTI's credentials partner Diplomasafe. From April 2026, printed certificates are no longer issued; all certificates are provided digitally via Diplomasafe with QR codes for instant verification. CLTI securely shares learner data with Diplomasafe in line with GDPR to enable digital credentialing.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• The Chartered Institute of Taxation (CIOT): CIOT is the UK's leading professional body for taxation, awarding the Chartered Tax Adviser (CTA) designation. It is a broad incumbent that overlaps with CLTI's Advanced Certificate in Taxation of Trusts and Estates pathways and competes for accountants and tax advisers seeking specialist private client credentials.
• Chartered Institute of Legal Executives (CILEx): CILEx is a UK professional body awarding legal qualifications and chartered status to legal executives and paralegals. While broader than CLTI's trust/estate specialism, it issues its own credentials that compete for the same legal professional development budget and offers a parallel membership pathway without CLTI's STEP-prerequisite friction.
• Institute of Financial Accountants (IFA): The IFA is a UK professional body awarding accountancy credentials (IFA, FFA) and serving practitioners in industry, commerce, and practice. It is a broader incumbent in financial services credentialing and overlaps with CLTI on the accountant/tax adviser buyer segment pursuing trust and estate specialisms.

Direct peers

• Kaplan UK: Kaplan is a global professional education provider offering courses in financial services (CFA, ACCA), accountancy, and financial planning, with strong UK corporate training delivery. It overlaps with CLTI on financial services qualifications and competes for the same trust, tax, and wealth management CPD buyers in the corporate channel.
• ICS Learn: ICS Learn is a UK-based distance learning provider offering professional qualifications (AAT, ACCA, CIMA, bookkeeping) via online self-study. It competes with CLTI in the online professional qualification market for adult learners seeking flexible study formats and overlaps on financial services and compliance training pathways.
• The University of Law: The University of Law is the UK's largest provider of professional legal education, offering postgraduate diplomas, vocational qualifications, and CPD for solicitors and legal professionals. It serves the same legal professional buyer segment as CLTI's STEP Diploma pathway and competes for postgraduate-level private client and trust law enrolments.
• BPP Professional Education: BPP is a major UK provider of professional training across law, accountancy, banking, and financial services, including SQE prep, LPC, and CFA-style programmes. It competes with CLTI for corporate training budgets at law firms and financial services employers and offers overlapping trust, tax, and compliance content via flexible online delivery.
• The College of Estate Planning: The College of Estate Planning is a UK-based training provider specialising in estate planning, will writing, and trust-related professional qualifications. It overlaps directly with CLTI on target buyers (wills/estate practitioners) and curriculum (estate administration, will drafting), competing for the same pool of STEP-affiliated professionals seeking specialist credentials.

Emerging players

• MindEdge: MindEdge is a US-based eLearning provider delivering online professional development courses in finance, project management, and compliance for individuals and corporate clients. It is an emerging player in the digital professional credentialing space and competes for corporate L&D budgets pursuing flexible, scalable online compliance and finance training.

Others

• Society of Trust and Estate Practitioners (STEP): STEP is the global professional body that owns the TEP designation and co-develops the qualification suite delivered by CLTI. As CLTI's primary strategic partner and curriculum owner, STEP is an ecosystem participant — its strategic decisions about in-sourcing delivery, alternative providers, or membership model changes directly shape CLTI's opportunity set.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/clt-international

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about CLT International