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About Trusts Training Seminars and Classes
From Lorman Education Services
Accounting for Estates and Trusts instructor led training Benefits strong Avoid errors and penalties in trust and estate accounting - minimize your client's tax and heartache. /strong Save your clients' hard-earned money - and avoid legal battles - by learning trust and estate accounting essentials. Come to this seminar and let our experts show you how to transfer assets in a tax-efficient manner. Get the most up-to-date strategies to minimize your  more...
Rules of Trust Administration instructor led training Benefits strong Avoid missteps in trust administration - discover techniques to help you along the way. /strong Your professional advice and trust knowledge is essential to your clients - make sure you're giving them your best. Attend this innovative seminar and learn to juggle trust complexities while remaining focused on what really matters: your clients' needs. Discover ways to recognize  more...
Estate Planning Benefits strong Master the intricacies of estate planning today and help your clients plan for tomorrow. /strong From traditional wills to testamentary trusts, estate planning is a complex process regardless of income level. Learn to navigate planning methods with ease at this cutting-edge seminar. You will learn to help your clients through the sensitive but necessary steps of planning by  more...
Special Needs Trusts: Planning for the Disabled and Elderly instructor led training Benefits strong Learn proven strategies for planning for the disabled and elderly. /strong Families with a loved one with special needs face many difficult decisions. The family often wants to take care of the disabled individual financially but is faced with the possibility that the disabled family member may lose his or her public benefits. In some cases, a disabled or elderly person may  more...
All About Trusts instructor led training ...About Trusts - Discover how to navigate the minefields of trusts with ease. Attend this cutting-edge seminar and you ll gain a clear understanding of the different types of trusts. Meet the challenges ahead and find out what you need to know about estate planning issues, asset protection considerations, estate and gift tax considerations, and grantor trust rules. These are just a few of the  more...
From Advantage Montreal Seminars Inc
Canadian Corporate Tax Refresher Course Training Seminar This seminar is for those looking to increase productivity and brush up on corporate tax before tax season starts. a Taxable income and income tax payable a Taxation of corporate investment income a Corporate tax and management decisions a Section 85 rollovers a Other rollovers a Sale of incorporated business a Other corporate issues a Partnerships a Trusts and estate planning a  more...
From eVentureSolutions (EVS)
Certified Network Administrator instructor led traininggroup study and discussione-bookworkshop / seminarcomputer lab Introduction In contemporary business world properly trained IT professionals became indispensable. This course provides necessary theoretical ground & provides hands-on experience required to establish & manage Local Area Network (LAN) environment using Microsoft Windows platform. It includes installation & configuration of clients & servers computers and also includes installation,  more...
From Investment Education PLC
Life Assurance & Pensions Unit Linked Pricing instructor led trainingworkshop / seminar Background Unit Linked Pricing within Life and Pensions Companies is a complex and little understood art. The extensive range of assets involved in these funds together with the cross holdings make the pricing of these tiers of funds as involved as the pricing of unit trusts or OEICs. The additional complexity of actuarial calculations makes the pricing a specialist area. This course aims  more...
Pension Investment Briefing instructor led trainingworkshop / seminar Background The Pensions Act requires all Trustees of Pension Funds to have knowledge and understanding of a wide range of investment issues and practices. In addition knowledge of relevant Pensions law is needed. This 2 day course is designed to present the main and secondary elements needed in a useful, entertaining and practical fashion. No specific prior knowledge is assumed.  more...
Accounting for Investment instructor led trainingworkshop / seminar Background This course gives a complete overview of the accounting procedures in all the major investment areas: Equities, Fixed Interest, Futures and Options including aspects such as the main Corporate Actions. Delegates Investment accounting staff and their supervisors and managers with daily involvement in investment accounting who want a complete overview. Auditors, both internal and  more...
From PI ETA Consulting Company
Legal Considerations for Wealth Managers instructor led trainingworkshop / seminartrain the trainer Highlights * Obtain a broad perspective of the financial services industry in Singapore and the role of Fiduciary Services (e. g. Trusts) * Appreciate the legal considerations that a wealth manager needs to be mindful of when he performs his regular portfolio of responsibilities * Be aware of the legal obligations of the banker in the Banker and Client relationship * Understand how  more...
From Potential Unearthed Ltd
Equality and Diversity For many business owners, managers and employees, the topic of Equality and Diversity is clouded in confusion. Ita ™s hardly surprising though really, when you consider the numerous amount of Laws, Acts and Regulations that have been introduced and amended over the past 30 years or so. And this confusion may well have been heightened by the recent introduction of the Equality Act 2010 which  more...
From Satvam Consulting Private Limited
Exempted Provident Fund PF Trust Legal Tax aspects An organisation may apply for exemption from the operation of Provident Fund (PF) by forming the Provident Fund (PF) Trust. Many organisations have formed such exempted PF Trust. Such PF trusts are also eligible for exemption under Income Tax Act, 1961. However, there are various rules, regulations and compliances to be adhered to. a Ignorance of law is no excusea and hence one needs to comply  more...
From Act Now Training Ltd
ENVIRONMENTAL INFORMATION REGULATIONS An A to Z Guide Everyone thinks that the Environmental Information Regulations 2004 (EIR) are FOIa ™s little brother. But consider this: they cover waste management and utility companies, parts of the voluntary sector and charitable trusts as well as all FOI public authorities. The EIRs grab environmental management, pollution, contaminated land, waste management, planning and development, and parking  more...
From Silverbrook Financial Learning center
Wealth Management a High Net worth Individuals & their needs Relationship management a The risks and rewards of a wide range of core investment products including money markets products, bonds and fixed income securities, foreign exchange products, equity investments and commodities a Alternative investments including derivatives and structured products, hedge funds and private equity a Investment services  more...
From MSConsultants
Unit Trusts & OEICs Workshop instructor led traininggroup study and discussionworkshop / seminar This workshop provides a fast-track review of collective investment schemes in the UK retail market. It will cover the regulations governing collective investment schemes (including UCITS III and CP 185). Case studies using the products in the market form an integral part of the course, to enable delegates to consolidate the information and provide the basis for group discussions. Real life  more...
From Corporate Education Group
Planning Implementing and Maintaining Microsoft Windows Server 2003 Active Directory Infrastructure instructor led training This five-day instructor-led course includes self-paced and instructor-facilitated components. It provides students with the knowledge and skills to successfully plan, implement, and troubleshoot a Microsoft Windows Server 2003 Active Directory directory service infrastructure. The course focuses on a Windows Server 2003 directory service environment, including forest and domain structure,  more...
Implementing and Administering Security in a Microsoft Windows Server 2003 Network instructor led training Elements of this syllabus are subject to change. This five-day instructor-led course addresses the MCSA and MCSE skills path for IT Pro security practitioners, specifically addressing the training needs of those preparing for the 70-299 certification exam. The primary product focus is on Microsoft Windows ServerT 2003 based infrastructure solutions but will include some client focused  more...
Microsoft Windows Server 2003 MCSE Upgrade Boot Camp instructor led training Our intensive 5-day boot camp will prepare you to upgrade your Microsoft Certified Systems Engineer (MCSE) on Windows 2000 to Windows Server 2003. We use custom-developed curriculum that is designed to provide both exam preparation and hands-on technology labs, insuring that you ll be able take the new skills that you learn with you into the marketplace. Our instructors have many years of  more...
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