Enabling professionals involved in the wealth planning industry to understand, establish and administer foundations.
Several international financial centres have introduced or plan to introduce legislation recognising the foundation concept in the coming years. This presents an opportunity for international wealth management professionals to add to the options they can offer to potential clients.
This course has been developed for those working in the wealth advisory community and while it is suitable for STEP members who might benefit from a better understanding of foundations it is also designed for private bankers, accountants, lawyers, trust managers and wealth managers generally.
Why should I study this qualification?
Completing the certificate will enable you and your organisation to:
- Demonstrate to local regulatory authorities your competence with foundations
- Manage risk effectively by ensuring procedural differences between foundations and trusts are preserved
- Offer a more sophisticated wealth planning service to your current clients and expand your business by attracting a greater variety of clients
- Describe the structure of foundations
- Detail the differences and similarities between trusts and foundations
- Identify when a foundation may be the most appropriate option to achieve a client’s aims
- Demonstrate awareness of local foundation legislation
- Identify the traps in creating and administering foundations for the unwary wealth professional
Where is this course available?
This certificate is delivered through an online learning platform providing access to webinars, forums and ‘chat’ facilities, and module-by-module self-assessment tools and so can be studied wherever you are based in the world.
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