Management and Leadership for Fiduciaries

Course Summary

This one day course reinforces and combines the key qualities of management skills and technical knowledge of trusts. It will allow you to develop a more progressive and effective management approach to your team and business.


Industry can often create a focus on specialisms and create gaps in the management abilities of key risk and governance, allowing opportunities for continuous improvement to be missed. The fiduciary environment is moving ever faster towards the requirement for holistic and highly skilled trust professionals.

This course allows trust professionals to reflect and, in a short period of time, improve key technical requirements and risk management whilst having oversight of teams who work for them.

The course is based around the requirements of STEP professionals and ICSA Level 5 with an integral management programme based on the teachings of Morgen Witzel (Managing for Success) of Exeter Business School.


  • Fiduciary Risk Management Past, Present and Future. Interactive Training on Key Areas.
  • Effective Leaders and Fiduciaries of the Past, Present & Future.
  • Conversing in different markets and key business development strategies.
  • Course Benefits

    Attending this course will provide you with all the tools to become a rounded and holistic Trust Professional as well as a resilient and progressive leader in your organisation.

    Tutor Profile

    Tim Kearsey was the initial manager of Smith & Williamson Trustees (Jersey) Limited, which progressed to a major office presence in Jersey after experiencing 330% growth, whilst simultaneously receiving exemplary audits and the lowest risk rating seen from the Jersey Financial Services Commission over a 3 year period (as at 2010). He went on to work as a Consultant in the Jersey Trust Industry before moving to Exeter to undertake the Exeter MBA; and then as an analyst for the Jersey Financial Services Commission. He has taught at Jersey International Business school as an Adjunct Lecturer and Jersey Business School as a Trust Specialist before fully engaging in a career in the classroom. He is the senior examiner for the ICSA Level Trust and Company module.

    Course at a Glance

    • Next Start Date: 27 September 2019
    • CPD Points: 7
    • Course Cost: £295.00
    • Course Length: 1 day (09:00-17:00)
    • Location: GTA University Centre, Guernsey
    • Tutor: Tim Kearsey


    To attend this course you should be working at a minimum of Trust Officer level, undertaking or having completed any one of the following ICSA, STEP, ACA or ACCA.

    There are no dates currently available for this course, If you would like to register your interest please complete the form below:

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