Postgraduate Programme, Masterclass Insights:
Philanthropy is driven by people’s values, passions, interests or concerns. It plays a critical role in fuelling countless civil society organisations throughout the world that enrich and improve people’s lives. It can also provide a deep sense of purpose and happiness to philanthropists and their families.
An Interview with Vicky Le Poidevin - a drive towards excellence in performance
With the ever-increasing regulatory, financial and tax reporting requirements on funds and growing demands from investors, fund administration firms need an ever more skilled workforce to provide the specialist services required by their clients.
Introducing a new CPD Learning Package
CRS compliance and administration will again be in the spotlight as we enter 2020, as The Global Forum on Transparency and Exchange of Information for Tax Purposes (Global Forum) commences the AEOI Global Peer Review process. This review, which will be spread across two years, will focus on whether jurisdictions have effective administrative compliance frameworks in place to ensure Financial Institutions comply with their obligations under the CRS.
Our Professional Development Open Evenings will allow you to explore the range of training, courses and qualifications available to you at all stages of your career. Explore our 2020 dates and locations and register to come along to meet a member of the leadership team.
An Interview with Ian Mann – Avoiding Trust Disputes
The new STEP Professional Postgraduate Diploma in Private Wealth Advising, which is being launched in Asia this year, includes a Masterclass on Trust Disputes that aims to provide a practical overview of themes and issues leading to disputes that are commonly encountered in Asia. The Trust Disputes Masterclass focuses on avoiding litigation by anticipating and heading off problems before they arise and provides guidance on how to navigate most types of trust dispute, if and when the court room beckons.
What are the benefits of gaining a recognised qualification?
The qualifications that CLT International offer are recognised by the industry, and as well as knowledge and skills, provide the confidence and ability to deal with practical situations that arise in the workplace.
Read our recent case study, where we spoke with Kerry Bachelet, Head of Group HR for Louvre Group Limited in Guernsey, about the benefits of sending employees onto the courses that are offered by CLT International.
Masterclass Insights Cross Border Succession
The devolution of assets of a testator holding property in multiple jurisdictions depends upon the proper law governing the succession to the estate. It can generally be said that common law countries look at domicile, with moveables being governed by the laws of domicile (lex domicilii) and immoveables the law of situs (lex situs), whereas the approach of civil countries is not to take this ‘dual’ approach, but to look at where the testator was habitually resident and apply a single system of law (of succession) to all the deceased’s worldwide estate. The interaction among the different systems is complicated by the possible operation of renvoi.
Masterclass Insights Compliance
The challenges facing private wealth advisers, their clients, directors, trustees and other fiduciaries continue to rise globally. The volume and complexity of legislation grows year by year since the global financial crises in 2007 - 2008 and the increase in terrorist attacks by extremist organisations. Combined with more rigorous supervision and enforcement by regulators, the international crack-down against tax evasion by tax authorities and other money laundering and financial crimes, compliance is now at the epicentre of most business organisations.
Masterclass Insights Family Business Advising
The term family business can be used to describe any group of relatives from the first generation onwards, that own a business. This includes entrepreneurs through to multi-generational family businesses.
Masterclass Insights Strategic Risk Management for Leaders
In a complex and inter-connected world the importance of good risk management practices has never been more important. Effective risk management can offer genuine strategic advantage. It should be seen as a strategic and people-focussed discipline, embracing elements of financial and operational competence. The absence or mismanagement of such practices has had a devastating impact on many organisations.
New Diploma 2020
Introduction: A new flexible Diploma
In July 2020, a change in the way STEP delivers its Diploma qualifications will come into effect as part of a revision to the Qualifications and Membership Framework.
International Curriculum Changes
Introduction: A new flexible Diploma
In July 2020, a change in the way STEP delivers its Diploma qualifications will come into effect as part of a revision to the Qualifications and Membership Framework. This will also see a revised curriculum for international students enrolling for programmes from 2021 onwards.
Teachers, Authors and Contributors
CLTI is expanding its team of subject matter experts. If you have expertise in the field of wealth management, and are interesting in teaching, authoring, or assessing, we would like to hear from you!