Courses relating to finance

Trust

Trust

The trust concept is firmly established in many countries around the world, including most of the leading international financial centers. A trust is one of the most flexible instruments available in the financial services landscape. It is based on a fiduciary relationship arising from the distinction between the person who at law holds the title to property (legal owner) and the one or the ones that are beneficially entitled to it (beneficiaries). Under a trust, the legal title will be vested in the trustees and the beneficial/equitable interest in the beneficiaries under the trust. trusts are commonly used by financial advisors for tax and succession planning.


Course goals:
The learning outcomes of the course will allow participants to:

  • Understand the concept of trusts;
  • Understand the main advantages of using trusts;
  • Understand the type of trusts; and
  • Devise marketing strategies to include offering of trusts to investors.


Duration of course:
Expected to be delivered and completed within 25 minutes.

Fund Industry

Fund Industry

A Fund is a corporate structure that offers investors the opportunity to pool their money with other investors in an investment that is managed by professional investment managers. Funds invest in stocks, bonds, or other securities according to each fund’s objective. Funds are investment targets widely used by HNWIs and corporates as part of their asset protection and wealth management strategies.

Investors turn to Funds because of four distinct advantages they offer:

  • Professional management with expertise & resources to trade & Monitor investments;
  • Diversification of investments and mitigation of risks exposure;
  • Affordability of investments; and
  • Liquidity and disposal of investments.

Course goals:

The learning outcomes of the course will allow participants to:

  • Understand the operationality of funds;
  • Understand the main advantages of using funds;
  • Understand the type of funds
  • Understand the target investments of funds; and
  • Devise marketing strategies to include the offering fund investments to clients.

Duration of course:

Expected to be delivered and completed within 13 minutes.

International Financial Centre

International Financial Centre

An International Financial Centre (IFC) is a location with attractive business regulatory frameworks and a concentration of both banking and non-banking financial services service providers. An IFC caters mostly to customers located outside the jurisdiction of the local economy.

Customers turn to IFCs for the following main services:

  • Corporate set-ups further to tax, business, or estate planning;
  • Banking;
  • Asset Management;
  • Financial market; and
  • Others.

Course goals:

The learning outcomes of the course will allow participants to:

  • Understand the rationale of an IFC;
  • Understand the fiscal & business advantages of using an IFC;
  • Understand the categories of financial service providers in an IFC;
  • Understand the offerings of financial service providers from an IFC; and
  • Understand the international reporting requirements of an IFC.

Duration of course: 

Expected to be delivered and completed within 62 minutes.