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Delivery Methods:
Course Listings
Fund Administration
*COVID-19: ONLINE delivery and examinations until end of 2020. More info below.*
This programme is an intermediate level course suitable for experienced fund administrators and back-office support staff. The course builds on the Certificate in Fund Administration and takes a detailed, practical look at key aspects of fund administration and accounting.
Fund Administration
*COVID-19: ONLINE delivery and examinations until end of 2020. More info below.*
This course covers the practical areas of fund structures and strategies, accounting and valuation, taxation, and regulation for those working in fund administration or support.
Funds (Guernsey Regulation)
*COVID-19: ONLINE delivery and examinations until end of 2020. More info below.*
The CPD Module offers a detailed insight into the regulatory landscape in Guernsey, reviewing some of the essential laws, rules and regulations with which funds must comply and guidance issued by the local regulator.
Funds (Jersey Regulation)
*COVID-19: ONLINE delivery and examinations until end of 2020. More info below.*
The CPD Module offers a detailed insight into the regulatory landscape in Jersey, reviewing some of the key the laws, rules and regulations with which funds must comply and guidance issued by the local regulator.
Administration of Estates (England and Wales)
*COVID-19: ONLINE delivery and examinations until end of 2020. More info below.*
This programme provides practitioners with the enhanced knowledge and skills required to deliver holistic advice in England and Wales relating to administering estates.
Administration of Estates (Northern Ireland)
*COVID-19: ONLINE delivery and examinations until end of 2020. More info below.*
This course provides practitioners with the enhanced knowledge and skills required to deliver holistic advice in Northern Ireland relating to administering estates.
Administration of Trusts (England and Wales)
*COVID-19: ONLINE delivery and examinations until end of 2020. More info below.*
This course aims to provide practitioners with the technical knowledge and practical skills required to deliver advice in England and Wales relating to administering trusts.
Administration of Trusts (Northern Ireland)
*COVID-19: ONLINE delivery and examinations until end of 2020. More info below.*
This course aims to provide practitioners with the technical knowledge and practical skills required to deliver advice in Northern Ireland relating to administering trusts.
Advising the Family Business
*COVID-19: ONLINE delivery and examinations until end of 2020. More info below.*
This course provides practical knowledge about what differentiates family businesses from other types of clients; introduces theories and frameworks that are needed to better understand family business dynamics, and identify common concerns, transitions and difficulties encountered within a family business.
Advising Vulnerable Clients
*COVID-19: ONLINE delivery and examinations until end of 2020. More info below.*
This course covers a comprehensive mapping of the legislative, welfare, financial and practical issues surrounding the care and advice provided to vulnerable and elderly clients and their families.
Company Law and Practice
*COVID-19: ONLINE delivery and examinations until end of 2020. More info below.*
This course forms part of the STEP Diploma in International Trust Management which is recognised worldwide as the benchmark qualification for those working in the international trusts industry.
Company Law and Practice - DL+
*COVID-19: ONLINE delivery and examinations until end of 2020. More info below.*
This course forms part of the STEP Diploma in International Trust Management which is recognised worldwide as the benchmark qualification for those working in the international trusts industry.