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Subcategories for Finance

48 results

Finance, AML & Compliance, Trust
Introduction to FATCA and CRS
This course provides an introduction to the basic concepts of FATCA and CRS as well as the practical implications. If dealing with FATCA and CRS for...
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Finance, Investments & Funds, Pensions, Trust
Introduction to Retirement Annuity Trusts (RATS)
The Guernsey Retirement Annuity Trust Scheme (RATS) is an ideal way for Guernsey residents to structure their pensions. This course is suited to...
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Finance, Accounting & Tax, Trust
Introduction to Taxation for Trust Administrators
This course is intended as an introduction for trust administrators who require an understanding of taxation.
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Director Development, Finance, AML & Compliance, Investments & Funds, Trust
Practical Board Meetings
This course is designed to provide essential skills to those who are required to arrange and attend board meetings, produce agendas, board packs and...
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Director Development, AML & Compliance, Trust
Regulatory & Governance for a Fiduciary Director
For those working towards a directorship position, new to the role or as an annual refresher for experienced directors of Guernsey Fiduciary...
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Finance, Trust
STEP Advanced Certificate in Advising the Family Business
This course provides practical knowledge about what differentiates family businesses from other types of clients and introduces theories and...
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Finance, Trust
STEP Advanced Certificate in Company Law and Practice
This course will develop and enhance your understanding of how companies are used as offshore asset-holding vehicles. It provides practitioners with...
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Finance, Trust
STEP Advanced Certificate in Cross-Border Estates
Get detailed insight into issues that arise from cross-border estate and succession planning. The course will explore the issues that advisers need...
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Finance, Trust
STEP Advanced Certificate in Family Business Governance
This course demonstrates the importance of family business governance, examining the different situations in the lifecycle of the family, the owners...
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Finance, Trust
STEP Advanced Certificate in the Principles of International Taxation, AML and Compliance
The programme is designed to enable practitioners in the industry to develop a deep and critical understanding of the global regulatory framework in...
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Finance, Trust
STEP Advanced Certificate in Trust Disputes
This qualification will help those involved with the creation and administration of trusts to anticipate, and avoid, the common pitfalls which can...
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Finance, Trust
STEP Advanced Certificate in Trustees’ Duties: Investment and Management of the Trust Fund
Develop your understanding of a trustee’s duties when investing and managing the trust fund. Achieve a globally recognised benchmark qualification...
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Finance, Trust
STEP Advanced Certificate in Trusts: Law and Practice (International)
Master the trust concept and trustee responsibilities with the STEP Advanced Certificate in Trusts: Law and Practice. Take a step closer to the STEP...
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Finance, Trust
STEP Advanced Certificate in UK Tax for International Clients
Gain a global perspective on UK tax regulations, practical insights through case studies, and an industry-recognised certification. This course...
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Finance, Trust
STEP Certificate in Anti-Money Laundering
Strengthen your trust and estate planning practice with the STEP Certificate in Anti-Money Laundering, providing targeted AML knowledge for...
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Finance, Trust
STEP Certificate in International Trust Management
The STEP Certificate in International Trust Management introduces you to the fundamentals of international trusts in a global and local environment....
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Finance, Trust
STEP CPD Learning: Automatic Exchange of Information
Gain a comprehensive commentary on FATCA, CRS and other earlier and proposed AEOI initiatives with this innovative and engaging STEP CPD course. It's...
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Finance, Trust
STEP CPD Learning: Contentious Estates
Contentious probate and trust cases are on the rise and family structures are ever more complicated. This course, developed by expert practitioners,...
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Finance, Trust
STEP CPD Learning: Digital Assets
Confidently navigate digital assets in estate planning and administration with the knowledge and skills essential for today’s digital world. Digital...
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Finance, Trust
STEP Diploma
The benchmark qualification for trusts and estates. Recognised globally; tailored for you.
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Finance, Trust
STEP Professional Postgraduate Diploma in Private Wealth Advice
This is an executive programme for experienced practitioners in the wealth management field looking to develop their understanding of critical...
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Finance, Trust
The Role of the Company Secretary
This course is aimed at those who are looking to understand the role of the Company Secretary, how the role contributes to the effective running of a...
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Finance, Investments & Funds, Trust
Trust Asset Oversight - A Concise Guide
This 1-hour introductory/refresher course is aimed at Trust and Company Administrators who need to monitor trust assets within a portfolio. It will...
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Finance, Accounting & Tax, Trust
Trust Bookkeeping & Accounting in Practice
This course (previously known as Trust & Company Bookkeeping Level 2) is designed for professionals who are ready to take the next step in trust and...
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