Investment Education Plc courses

...Background Staff working in the administration or investment areas of international funds often have limited knowledge of the investment process in which they play a... Learn about: Investment Funds, Fund Manager, Investment Tax...

...What is an Investment Fund from the investment viewpoint. Types of Investment Funds: General (Capital, Growth, Income, Fund of Funds, etc), Geographic... Learn about: Fund Manager, Investment Funds, Income Fund...

...Background OEIC Pricing is a complicated process from the Regulatory and Accounting view made worse by possible reputational damage with the public if matters go wrong... Learn about: Corporation Tax, Mutual Funds...

...This course has an overlap with our Unit Trust Administration course (UTA). Delegates attending both within a one-year period will receive a 30% discount... Learn about: IT Law, Capital Gains...

...Compliance Officers needing a practical understanding - Internal and External Auditors - ACDs, Custodians and Trustees - IT Executives designing systems... Learn about: Single Pricing V Dual Pricing Overview, Client Money Issues, Impact On Dealing...

...To assist delegates the course examines the point of view of each of the parties involved in the creation, management and operation of collective investments... Learn about: Fund Manager, IT Law, Investment analysis...

...This course provides a detailed overview of the operational areas and regulations, as well as the business venues that can arise via 3 modules... Learn about: Premium payments, Ms Office, Product Structure...

...(Undertaking for Collective Investment), Practical issues and developments will also be included. This is a basic course that reviews all the essentials... Learn about: Capital Investment, IT Law...

...Main difference between A, B and Q Limited Partnerships -Rules -Examples of types of limited partnerships -Simple Carried Interest vehicles Main Accounting... Learn about: International Accounting, Income Tax, Stock Exchange...

...Objective To provide a complete overview of the requirements, considerations, fears and aspirations of Pension Funds and Pension Fund Trustees... Learn about: Investment Management, IT risk, Pension Funds...

...most people in Europe and the rapidly ageing population, as well as the increasing awareness of the situation, a Pan European Pensions Fund represents... Learn about: Pension Funds, IT Law, Risk Management...

...tax and investments. Content Background to Pension Fund Taxation - Impact of Tax - Basic Legislation - Self Administered Pension Schemes - SIPPs Investments... Learn about: Pension Funds...

...Cost and benefits -Interaction with attitude to risk -Interaction with scheme and provider security Money Purchase - Investment aspects... Learn about: IT risk...

...Instruments of corporate finance. -Regulation and Compliance in Corporate Finance. -Techniqes for valuing Debt. -Techniques for valuing Equity... Learn about: Corporate Finance, Business Strategy, IT Law...

...Background This is a more advanced course for those who have either 6 months experience of Corporate Finance, or who have attended the Corporate Finance course... Learn about: Corporate Finance, Financial Risk, Mergers and Acquisitions...

...PFPVs and Offshore Funds, from a UK perspective. Delegates Delegates are assumed to have attended the Unit Trust & Investment Management Taxation course which covers the basics... Learn about: Investment Tax, Investment Banking, Investment analysis...

...Objectives To provide a complete review of the basics and operations of Investment Management Taxation and the whole of Authorised Unit Trust Taxation... Learn about: Tax Law, Corporation Tax, Investment Management...

...(increase of the limit) - Part-withdrawals - Cancellations, Paid-Up Policies and Early Surrenders - Assignments and Joint Policies - Tax Effects of putting... Learn about: Tax System, Qualifying products becoming non-qualifying, Policies and taxation...

...whether in Purchase Ledger, Accounting or Tax. Delegates Accounts Staff, both junior and intermediate Purchase or Sales Ledger Staff Tax Staff Internal... Learn about: Financial Training, Construction Training, Financial Services...

...the practicalities. -Types of trust arrangements used. -Gifts to children - insurable interest: the tax consequences of gifting to children... Learn about: Product Development...