Course description
Will develop and enhance your understanding of how companies are used as offshore asset-holding vehicles.
Boost your career development and personal skillset with this innovative, engaging course that will explore features, characteristics and uses of private asset-holding companies.
Upon completion of this course, you will gain:
- In-depth expertise: Gain a deep understanding of private asset-holding companies, exploring their features, characteristics, and uses.
- Practical focus: Benefit from a course designed by practitioners, addressing real-world challenges in private company management, from incorporation to modern usage and administration.
- Build connections: Network with like-minded professionals in varied roles and firms from all over the world.
- Industry recognition: Successful completion awards you 30 diploma-level credits toward membership, enhancing your professional standing. This course also provides a pathway to prestigious STEP membership.
This Advanced Certificate can be taken as part of the STEP Diploma.
Upcoming start dates
Suitability - Who should attend?
The course is designed for all professionals moving into or working in financial services (specifically trusts and corporate services), who wish to develop their understanding and knowledge of this area.
Students of this course typically include:
- trust assistants/officers/administrators
- trust managers (senior)
- trustees/fiduciaries
- corporate administrators
- lawyers/solicitors/attorneys
- wealth managers
- accountants
- tax advisors
- compliance officers/managers
- private bankers
- secretarial/administration
- client relations/marketing/sales
- financial/estate planners
To be eligible for this course, you will need to:
- have obtained 60 STEP Entry-Level credits
OR
- be a member of STEP (visit STEP's Qualifications and Membership Framework to understand how to apply)
Outcome / Qualification etc.
Upon completion of this course you will be able to:
- Understand the relevant company law provisions and legal framework within which companies exist.
- Interpret the features, characteristics and uses of private asset-holding companies incorporated offshore
- Use theoretical and practical aspects of incorporation of a private limited company knowledge to benefit your clients.
- Know the requirements for registration and migration of foreign companies
- Have greater understanding on the function, typical content and alteration of the company’s constitutional documents
- Be aware of the funding and capital structure of a company and capital maintenance/distribution provisions
- Recognise the role, appointment, duties and removal of directors and other officers and company decision-making procedures, meetings and powers of shareholders and directors
- Understand the provision of company management services and beneficial owner control and the termination of companies
Course delivery details
- This flexible four-month course is available to study all year round, with intakes at different points throughout the year (depending on your location).
- Delivered through a blend of distance-learning and four virtual workshops.
- Assessed by a five-hour written examination, made up of multiple-choice questions and essay/problem style questions based on course competencies and content knowledge.
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CLTI
CLTI provides training and qualifications to professionals working in the private client, wealth management, and investment funds industry across the globe. We are the primary education partner for STEP, the global professional association for practitioners specialising in family inheritance and...