About this course
This course provides practitioners with the technical knowledge and practical skills required to manage wealth held in trust in a professional and effective manner in compliance with industry best practice.
- Gain in-depth expertise: Improve your technical knowledge of the trust concept and the role, powers, and duties of a trustee.
- Practical focus: Practical advice and guidance written by practitioners, for practitioners on everyday matters encountered in international trust management from creation, modern usage, and administration of trusts.
- Build valuable connections: Network with like-minded professionals in varied roles and firms from all over the world.
- Industry recognition: Recognised worldwide as the ‘gold-standard’ benchmark qualification for those working in the international trusts industry by employers, regulators, clients, and professionals, and is awarded in association with Alliance Manchester Business School, a School of the University of Manchester.
What you will learn
- Review of the trust concept
- Marketing trust services and accepting new business
- The trust instrument — part 1: preliminary provisions
- The trust instrument — part 2: dispositive provisions
- The trust instrument — part 3: administrative provisions
- Choice of law to govern the trust
- The role and status of a protector
- Estate planning and forced heirship issues
- Asset protection trusts
- Purpose trusts
- Private foundations
Recent reviews
I have gained a better understanding of trusts. The course content is detailed and easy to understand.
Margaret N03 Sep 26
Really like Ms Dimond! It was an excellent course time, Appreciate it!
Caro Q02 Sep 26
very helpful and helps with exam worries a lot !
gracie v04 Aug 26