Accounting courses for wealth management and financial services professionals.

The importance of accounting

A strong understanding of accounting principles and best practice is important for anyone working in the wealth management and financial services industry to ensure that clients’ financial affairs are managed effectively and in their best interests. 

In addition to managing and monitoring the financial assets within trusts and estates, as trustees and personal representatives they will have legal obligations to produce accurate and complete financial reports.

Accounting is used to value the assets within an estate for estate planning and as part of the probate process, and it provides the financial information needed to make informed decisions about trust and estate administration and planning.

Designed, written and delivered in collaboration with leading industry experts, our qualifications will equip you with practical knowledge and skills to enable you to advise your clients effectively.

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