Masterclass Insights Philanthropy Today
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.
New for 2018: Certificate in Fund Administration
We are pleased to announce the launch of a new certificated qualification which will form part of a suite of courses designed for professionals working in fund administration.
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.
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.
Our Professional Development Open Evenings will allow you to explore the programmes and development pathways available, whilst providing you with a platform to network with other industry practitioners, and meet members of the CLTI/STEP team.
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.
STEP Certificate for Financial Services – Case Study
Here we speak to Eliana Sydes, Financial Planner and Wealth Manager, to discuss her experience of studying the STEP Certificate for Financial Services, and how the course has helped enhance her expertise.
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.
New: Funds Training
In 2018, CLT International is excited to be working on the development of a new range of professional qualifications aimed at equipping fund administrators with the skills and knowledge they need to carry out their role effectively at every stage of their career.
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.