6

Trusts inhouse

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  • Trusts
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  • All 112
  • Courses and Training 44
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  • £2,000
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  • Finance 6
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WHERE TO STUDY
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METHODOLOGY
  • All 6
  • Online/Distance 0
  • Classroom-based 0
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  • Inhouse 6
  • Course
  • Inhouse
  • 3 Days

... understanding of trusts and estate planning strategies Understand the fundamentals of financial planning for private clients Build investment portfolio implementing traditional and alternative asset classes Explore the latest market trends and strategies for success in the wealth management. Suitable... Learn about: IT Management, Asset Management, International Banking... More


£1,995
VAT exempt
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  • Course
  • Inhouse
  • 3 Days

...OEICS & Unit Trust Accounting covers a wide range of Accounting and other areas: Tax, Compliance, Fund Management and Investment, etc. This course provides a detailed basic review of all the areas for those wanting to solidify partial knowledge or requiring a good grounding in all areas... Learn about: Portfolio Management, tax Compliance, Investment Management... More


£ 501-1000
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  • Course
  • Inhouse
  • 2 Days

...The objective of this course is to show how to value, price and the accounting involved for prices in Collective Investment Schemes starting from the underlying portfolio. Suitable for: Accountants new to Unit Trusts & OEICS - Staff new to Investment Accounting - OEIC & Unit Trust Administrators... Learn about: Fixed Income, Accounting and Finance, Corporation Tax... More


£980
+ VAT
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OEIC & UT Administration - inhouse
Investment Education Plc
  • Course
  • Inhouse
  • 2 Days

...This course covers the whole administration process under COLL for both OEICS and Unit Trusts. It also covers the remaining differences and also details the new types of Authorised schemes. Suitable for: The course provides a useful practical review of all the main Administrative Operations in... Learn about: Investment Management, Equity Finance, Portfolio Management... More


£ 501-1000
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Pension Fund Accounting - inhouse
Investment Education Plc
  • Course
  • Inhouse
  • 2 Days

... including that for OEICs, Unit Trusts REITs and especially property including the new vehicle REITs. Content Introduction to Pension Fund Accounting Valuation... Learn about: Financial Accounting, Pension Funds... More


£ 501-1000
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  • Course
  • Inhouse in In House
  • 2 Days

... a complete overview. Auditors, both internal and external may also be interested. Delegates will come from Life Assurance and Insurance companies, Fund Managers, Unit Trusts, Pension funds and other investing institutions... Learn about: Pension Funds, Business Accounting, Financial Accounting... More


Price on request
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