Trust Admin - Module 1 - Introduction to Trusts
The content of this course comprises: General background to trusts (to include the need to administer the trust in the best interests of the benef...
View details
Trust Admin - Module 2 - Trustees Duties & Responsibilities
The content of this course comprises: Trustees duties - Impact of Manx trust legislation. Trustees duties - Investments (portfolio / establishing...
View details
Trust Admin - Module 3 - Practical Trust Admin
The content of this course comprises: Managing new clients. Setting up a new trust. Impact of anti-money laundering regulations. Opening a trust b...
View details
Trust Admin - Module 4 - Bookkeeping for Trust Administrators
The content of this course comprises: Introduction to financial accounting. Why accounts are produced. Who gets value from them. Accruals and prep...
View details
Trust Admin - Module 5 - Bank Reconciliations
The content of this course comprises: What are the bank reconciliations? Why are they prepared? FSC rules. Control procedures. Why are they requir...
View details
Trust Admin - Module 6 - Interpreting Financial Statements
The content of this course comprises: Investor ratios (EPS / PE Ratio / Dividend yield / Gearing / Interest cover. Performance ratios (ROCE / Prof...
View details
Trust Admin - Module 7 - Introduction to Investments
The content of this course comprises: Types of investment Equity - Ordinary shares / preference shares Debt - Government debt / company debt Deriv...
View details