Brochure contents. 1. Preparing for work soft skills courses 5. 6a. First steps courses 16

Transcription

1 BPP Professional Development Brochure 2018

2 Brochure contents 1. Preparing f wk soft skills courses 5 2. Fiduciary professional development courses 2a. First steps courses 6 3. Financial accounting professional development courses 3a. First steps courses 7 3b. Supervis courses 7 3c. Manager courses 8 4. Funds professional development courses 4a. First steps courses 10 4b. Supervis courses 10 4c. Manager courses Personal development courses 5a. First steps courses 12 5b. Supervis courses 13 5c. Manager courses Banking and investment professional development courses 6a. First steps courses 16 6b. Supervis courses IT courses All levels 17 Programme details 20 BPP Booking fm 21 2 P age v

3 1. Preparing f wk soft skills courses Target Audience First Steps (0 1 year) Interview skills First impressions Managing nerves How to get an interview What to expect CV writing The need f a CV How to write a CV Common issues on CVs Office etiquette This session is ideal f staff who are new to an office environment The content includes appropriate and inappropriate office behaviour; suitable office dress; professional use of the telephone; professional communication; handling typical office interruptions, visits, phone calls and requests Communication What is effective communication? What happens when communication goes wrong? The communication process Barriers to communication Questioning techniques How we communicate Rappt Business Writing Plain English What is business writing? Effective writing essentials Structuring written communication How to plan your letter Making a good first impression Paragraphs Unnecessary wds Simplifying wds Closing sentences Tone Grammar Use of bullet points E mail specifics Time management Efficient vs effective Recognise and take appropriate action to minimise Time Wasters in your daily routine Write a SMART Goal Structure an Action Plan to achieve your SMART Goal(s) Priitisation Priitise your To Do list 12 June, July, August, October, November, December, P age v

4 2. Fiduciary professional development courses 2a. Target Audience First Steps (0 1 year) What is a trust What is a Trust? Why set up a trust? The histy of Trusts 3 Certainties How is a Trust created? Who are the parties to a trust? Settls and their role Beneficiaries and their interests and rights Trustees and their duties and powers Protects Types of trusts used in offshe jurisdictions and why Trust documentation 10 September, What is a company What is a company? Separate legal personality Veil of incpation Limited liability Exercise / Advantages and disadvantages of companies Characteristics of a Company Types of Companies Members / shareholders Directs Secretary Company incpation Memandum and Articles of Association Share capital Registers Dividends Registered Office Minute writing What are minutes? Contents Typical wding Why do service providers produce minutes? Effective recd keeping and administration Offshe Trust minutes Why do Trustees produce minutes Litigation and disputes Protects Offshe Company minutes Why do Companies produce minutes Types of meetings Written resolution vs minutes 17 September, 3 December, 4 P age v

5 3. Financial accounting professional development courses 3a. Target Audience First Steps (0 1 year) Course Title Course Outline Date Cost Introduction to bookkeeping Introduction to the fundamental concepts of double entry Examples of some basic bookkeeping of transactions Summary of the process from bookkeeping to financial statements Intermediate bookkeeping Basic bookkeeping f fund administration Assets and liabilities simplifying accounting policy choices Interpreting a set of company accounts Interpreting a set of trust accounts 3b. Target Audience Supervis (2 4 years) Brief recap of the key principles of bookkeeping Focus on the me complex areas of bookkeeping (accruals, prepayments, asset revaluation etc.) Summary of the effect on financial statements Provides an understanding as to why accounts should be prepared Use examples of ledger accounts using double entry bookkeeping tailed to the fund environment, Look at examples of typical fees (e.g. management fees) and income. Provides a recap of the choices of accounting policy when dealing with all assets and liabilities. Focus on fixed assets revaluation vs depreciating cost. Looking at the effect of accounting policy on the financial statements. Recap of the qualitative characteristics Accounting f fixed assets Debt vs equity Reviewing and interpreting accounts using ratio analysis Practical case studies Understanding different types of trust from an accounting perspective The fmat of trust accounts Income versus capital Interpretation of companies vs trusts Practical case studies February 8 & 11 June August November March September June, June, 10 October, 4 December, FRS 102 the basics We will revise the overall framewk to understand who should be complying We will look at the impact New UK GAAP had on our accounts on a line by line technical basis from revenue, to financial instruments, leases, PPE, intangible assets and many me This session will also detail the impact of the change from FRSSE to FRS 102 1a. This section of FRS 102 merely brings small entities in line with large entities by introducing an international framewk. 12 June, P age v

6 Case Study: Reviewing company accounts Interpretation of fund accounts We will analyse a set of company accounts taking into account macroeconomic conditions and ratio analysis By applying ratio analysis to a set of company accounts it enhances a company s ability to understand where some weaknesses lie within a business. It is also a key feature of the whole decision making process fm an internal and external perspective. Aimed at administrats, accountants entering the wld of funds This will cover a general set of fund accounts, including: Primary statements Key Disclosures Regulaty requirements 4 July, October, c. Target Audience Manager (5 10 years) FRS 102 advanced With the recently published exposure draft from 6 February, the FRC, we will exple what further changes are expected across both FRS 102 and FRS 102a from direct s loans to investment property valuations as well as intangible assets and PPE. IFRS 16 leases advanced Finance f non finance manager IFRS 9; financial instruments advanced This accounting standard will replace IAS 17. Companies are required to comply with IFRS 16 from 1 January As a result of this session you will: Learn about the key changes to IAS 17 and the ultimate implications the changes will have on the financial statements. Understand the impact the changes will have on debt covenants and financial gearing and a company s cost of browing. This course will look at the key concepts of both financial and management accounting. By the end of the day participants will understand: The need f financial recds and the fundamental concepts of financial statements The fmat of balance sheets and profit and loss accounts Standard accounting adjustments How to interpret a set of financial statements The concepts of liquidity The concepts and methods of budgeting, fecasting and re fecasting The use of budgeting and management accounting within perfmance management Classifications used in the analysis of costs including by function, direct and indirect, fixed and variable How to define and distinguish between capital and revenue expenditure Gain an insight into this new and very relevant accounting standard which takes IAS 39 s place from 1 January As a product of the 2007 financial crisis, its new prudent impairment methodology will be one both you and your clients will need to be ready f. As a result of this session you will: Gain an understanding of IFRS 9 s new impairment methodology Understand the measurement and recognition criteria of IFRS 9 Understand the new, simplified rules f hedge accounting. 24 April, June, June, 6 P age v

7 IFRS update FRS 102/FRS 102a recent changes and exposure drafts IFRS 16 Leases this new standard effective from January 2019 will have significant impact on operating leases. These leases will no longer be seen on the profit and loss. Instead a large proption of them will be capitalised on the balance sheet. IFRS 15 Revenue from contracts from customers effective from 1 January Gain an understanding of the new revenue standard by following the new 5 step approach. A full update on the IAS 39 to IFRS 9 Financial Instruments transition, effective from 1 January Accounting year in review (part of the BPP annual conference can be booked as a stand alone session) With 2016 proving to be a year of change f many companies, the Accounting year in Review session will include detail on the following plus reference to any other relevant updates: FRS 102 application how have we done so far? FRSSE to FRS (A) are we ready f our first closing Balance Sheet? IFRS 16 Leases; IFRS 15 Revenue from Contracts from Customers; and A full update on the IAS 39 to IFRS 9 Financial Instruments transition. 4 July, 11 December, (time tbc) 7 P age v

8 4. Funds professional development courses 4a. Target Audience First Steps (0 1 year) Introduction to funds Fund Types Fund Structures Investments and Asset Types Investment, Liquidation, Transactions, Dividends and Charges Regulations 27 February, Drafting effective minutes What are minutes? Contents Typical wding Why do service providers produce minutes? Effective recd keeping and administration Offshe Trust minutes Why do Trustees produce minutes Litigation and disputes Protects Offshe Company minutes Why do Companies produce minutes Types of meetings Written resolution vs minutes Overview of private equity Introduction to the private equity industry Look at key parties, fund structures and common asset types. Basic bookkeeping f fund administrats Provides an understanding as to why accounts should be prepared Use examples of ledger accounts using double entry bookkeeping tailed to the fund environment, Look at examples of typical fees (e.g. management fees) and income. Overview of real estate An introduction to real estate funds Look at key parties, fund structures and underlying assets. 4b. Target Audience Supervis (2 4 years) 23 March, June, June, October, The legislative environment Introduction to the relevant laws which apply to 27 February, legal entities Mandaty repting The regulaty environment Look at specific regulations and requirements f fund structures across a range of jurisdictions. 23 March, Overview of debt investments Look at a range of debt instruments, including collateralised loan/mtgages obligations Also look at distressed debt and reasons f investing in such assets. Introduction to valuations Using the IPEV guidelines as a framewk Key items to consider in valuing private equity investments Common valuation methods 1 June, June, P age v

9 Interpretation of fund accounts Outsourcing and responsibilities of the outsourcing party Aimed at administrats, accountants entering the wld of funds introduction to investment funds This cover a general set of accounts including: Primary statements Key Disclosures Regulaty requirements Provides an understanding of the rationale f, and benefits of, outsourcing Common outsourced functions Considers the ongoing moniting and requirements of the outsourcer 1 October, December, c. Target Audience Manager (5 10 years) Carried interest An introduction to the principles, risks, basic 29 March, accounting and repting f carried interest UK Cpate Governance The UK Cpate Governance code applies to UKlisted 1 June, Code overview and impact entities, and has become of critical imptance as part of the annual repting cycle of these entities. This course provides an overview of the main provisions and the impact of the code Ptfolio valuations issues and controls Perfmance fees and equalisation Market abuse legislation (MAR) overview and impact Look at the common risks and controls surrounding the valuation of assets, such as the use of a valuation committee and basic accounting issues Introduction to perfmance fees Definition and wked example of equalisation f incoming invests MAR came into fce on 3 July 2016 f all Londonlisted entities. This course will consider the impact of the regulation, including closed periods, insider lists and notifications. 16 November, December, December, P age v

10 5. Personal development courses 5a. Target Audience First Steps (0 1 year) Managing time and priities Personal time management skills are essential f effectiveness at wk During this course delegates will identify their personal time stealers. Once identified, they can then determine the actions they need to take to gain control of the time they have available, in der to maximise their personal productivity By the end of the course delegates will understand the imptance of planning and priitisation of their wk 23 February, Communication, right first time An overview of how good communication is crucial to the effectiveness of all ganisations Improve an individual s interpersonal communication skills through awareness of personal styles Discussion and practice of alternative approaches when communicating with others Preparing f an appraisal What is Perfmance Management? Why appraisals fail Goal setting & measuring The Appraisal Interview o Preparation o Structure o Communication o Giving and receiving feedback o SMART Objectives o Agreeing realistic goals and action plans Follow up Developing resilience Personal resilience is arguably the most imptant resource f coping well during challenging times This session will exple the options available to help staff bounce back after a setback and develop their resilience to future challenges Effective business writing Identify the barriers to effective business writing Learn how to plan and structure writing f successful communication Identify common grammatical errs Learn the crect tone, layout and wding required f business writing Identify common e mail do s and don ts Complaint handling Why people complain and the impact on the business Complaint handling skills Getting to the root cause Dealing with the complaint Preventing future complaints Coping in a high pressure Identify the signs, symptoms and potential causes environment of stress Identify actions you can take to deal with pressure and demands me effectively Recognise the steps you can take to minimise stress in yourself 4 June, 22 June, 9 July, 14 September, 2 October, 22 November, 10 P age v

11 5b. Target Audience Supervis (2 4 years) Motivating and engaging your team Motivating people to go the extra mile, willingly, is the key to any successful people management role 26 June, During this session delegates will discuss the theies behind motivation and discover practical techniques to unlock individual motivats to greatly improve the perfmance, productivity and satisfaction of team members The gift of feedback What is feedback and why is it imptant Barriers to providing feedback Identifying when and when not to give feedback Planning how to deliver feedback Dealing with difficult feedback 30 July, The role of the first line manager Management is about knowing what needs to be done, then getting results through other people This course will discuss the key characteristics, attitudes and behaviours necessary to become a successful and respected manager who acts as a powerful role model in leading their team Effective delegation A successful manager knows that effective delegation is essential to their own productivity at the same time as developing and motivating their team to achieve their full potential. Done well it creates empowered teams, trusted to deliver beyond expectations Learn how to identify and overcome your personal barriers to delegation then follow a simple process to master this fundamental management skill Dealing with difficult situations Managers are frequently faced with difficult situations, yet a lack of knowledge and confidence in how to tackle them, means they are often left to fester and escalate. This session will look at what situations are difficult, then how to discover and address the true cause in der to achieve a successful resolution. This course covers: Adapting your mind set towards difficult situations Dealing with difficult staff issues The imptance of perfmance management How and why people become difficult Helping people change Holding a difficult conversation Agreeing an action plan f improvement Follow up and feedback 19 September October, November, P age v

12 Coaching to develop your team The emotionally intelligent manager Coaching helps others to unlock their full potential and thereby maximise their perfmance. A coach does not provide answers to problems, but wks with their staff to facilitate and enable them to fmulate their own ideas and solutions This course will provide you with the tools and skills needed to achieve this Emotional intelligence is the ability to recognise your emotions, understand what they re telling you, and realise how your emotions affect the people around you Emotional intelligence also involves your perception of others. When you understand how others feel, it allows you to manage your relationships with them me effectively This course looks at the five key components of emotional intelligence and practical applications in the wkplace to enhance both your personal and interpersonal effectiveness Creating an effective team Teams fm building blocks of ganisations to deliver competitive advantage. However, in der to do so managers need to define a common goal, understand how people want to wk together and the behaviours required to develop better team perfmance This session will focus on the diverse roles required to build a successful team and how to develop the team into a harmonious unit Managing pressure in your team Pressure can bring out the best in people, but stress has become the number one cause of long term absence from wk Delegates will recognise the signs and symptoms of stress in themselves and others. They will then look at coping strategies and me proactive techniques to prevent pressure building into stress 4 December, December, 7 December, 14 December, 5c. Target Audience Manager (5 10 years) Constructive conflict This course will look at the imptance of finding 19 September, management the true cause of conflict You will identify those situations within your control; those you can influence and those you cannot control You will also identify different personal styles and learn to make a conscious choice about your attitude and behaviour in der to respond appropriately to, and manage, conflict Recruitment and interview skills Types of interview Planning & preparing Documentation Updating the job description Writing a person specification Reviewing application fms Reviewing the curriculum vitae Logistics Interview skills Communication skills listening & body Language Questioning techniques open & closed questions Structure and fmat of interview Recding results Assessment and Decision Making 24 October, 12 P age v

13 Influencing Techniques to effectively build rappt with others. Recognise different personality types and know the key wds that wk with each. Recognise other people's values and motivation and frame their message accdingly. Use non verbal language to suppt the spoken message. Find win win solutions that satisfy all parties. From manager to leader Define the relationship between leadership and management Identify the key characteristics of leadership and how to apply these at wk Recognise your own areas f development and plan how to overcome these 22 November, 4 December, P age v

14 6. Banking and investment professional development courses 6a. Target Audience First Steps (0 1 year) Introduction to investments An introduction to the investment environment 8 March, Risks and benefits of investing An overview of the various asset classes Imptant considerations f an invest Introduction to financial An overview of the financial services industry in the 23 April, services UK/offshe Different types of financial institutions and their roles Financial instruments and their characteristics Regulation and consumer protection Tax considerations Introduction to banking An introduction to offshe banking 11 June, An overview of products and services Methods of transferring funds Feign exchange Introduction to investments An introduction to the investment environment 25 June, f offshe Risks and benefits of investing offshe An overview of the various asset classes Imptant considerations f an offshe invest Introduction to client due What is CDD and why is it so imptant? 10 July, diligence In what scenarios might EDD be required? Which documents might be required f: o An individual o A trust o A company o Complex/consolidated structures Introduction to operations An introduction to operations 24 September, settlements/custody The settlements process The role of a custodian Transferring assets in specie 6b. Target Audience Supervis (2 4 years) Investments Intermediate A recap on the investment environment 9 March, Expling the most popular asset classes Risk systematic and unsystematic The imptance of asset allocation & diversification Modern Ptfolio They Derivatives pricing and Recap of futures, fwards, options and swaps 14 June, strategies The uses of derivatives Option premiums Strategies Investment funds and PCC s An introduction to investment funds 25 September, Types & structures including: o Entity type o Underlying assets o Open ended v Closed ended o Public/Private o Regulated/unregulated Roles of related parties An overview of PCCs 14 P age v

15 8. IT courses Introduction to excel This course is f anyone who has just started using Excel. It will enable delegates to ganise and input data in an efficient and logical manner, create a fmatted spreadsheet and carry out very basic calculations. Course content: Data entry Fmatting Basic calculations 19 February, June, Excel: the essentials Excel: presenting data Wd: secrets and shtcuts Designed f anyone who uses Excel at wk. This course is full of tips and tricks. Course content: Navigation and selection shtcuts Using the autofill handle Refmatting data quickly St and filter tools Basic functions and calculations. Designed f anyone who will need to present data to clients. Course content: Using data tables Customise cell fmats Use conditional fmatting Apply sparklines Insert a variety of charts and graphs Add headers and footers Print large spreadsheets Recd a basic refmatting macro. This is f anyone who uses Wd on a regular basis. The lesson is full of sht cuts, tips and tricks so even people who have used wd f years will learn something new. 19 February, September, March, September, March, Excel: data analysis After attending delegates will be able to quickly refmat a document in just a few clicks, trouble shoot and fix problems associated with indents, margins, bullets and numbering and carry out everyday tasks me efficiently. Course content: Navigate, select and refmat sht cuts Trouble shoot indents and margins Edit bullets and numbering Apply tabs Create quick parts Wk with tracked changes. This course is f individuals who need to analyse manipulate data f repting purposes. This course is ideal f anyone wanting to expand their knowledge of Excel. Course content: Design a spreadsheet Using the subtotal function Inserting and manipulate a pivot table Using pivot tables to summarise and analyse data Create a pivot chart Apply advanced filters to extract data Use the what if tools. 29 March, June, P age v

16 Wd: templates and repts Excel: fmulas & functions I Excel: Financial fmulas Excel: fmulas & functions II Excel: fmulas & functions III Designed f anyone who uses Wd to write repts. Course content: Templates and styles Fm controls, re useable content Headers and footers Protecting documents Page and section breaks Referencing Table of contents and numbering. This is designed f individuals who need to use, edit create mathematical and logical fmulas. Course content: SUM fmulas Count fmulas IF fmulas Nesting fmulas. A course f individuals who need to write troubleshoot financial fmulas in Excel. On completion of the course delegates will be able to calculate valuations interest rates, number of payments, growth rates, future values and present values. Course content: PMT FV PV NPER. Designed f individuals who need to use, edit create Lookup fmulas. Course content: Named cell range VLOOKUPS Fmula err messages Data validation Cell and wksheets protection Designed f individuals who wk with text date fields in their spreadsheets and need to clean manipulate these text fields. Course content: Text to column Proper, upper and lower Cleaning data tips and tricks Left, Right, Mid Find, Search, Concatenate & LEN Wkday, Now, Today, Netwkdays EDATE, EOMONTH 29 March, April, September, April, September, June, September, June, September, P age v

17 Programme details Presenters The programme is presented by a range of BPP tuts. Venue Discount F details of discounts available f multiple bookings please contact BPP on guernseyinfo@bpp.com All sessions will take place at BPP Professional Education, Mallard Complex, Villiaze Road, Fest, Guernsey, GY8 0HG. Terms & conditions How to book Simply complete the PD booking fm on our website at and fward it to guernseyinfo@bpp.com. Bookings should be received 7 days befe the start of the course. If this is not possible please contact BPP on Once BPP has received your booking we will send you confirmation along with full joining instructions. Change of date, venue tut BPP reserves the right to change course dates, venues tuts, cancel in exceptional circumstances. We will of course advise you of any changes as early as possible. Terms & conditions If you need to make amendments you can guernseyinfo@bpp.com We will accept name changes at any point up to the start of the course free of charge. If it becomes necessary to cancel a course delegate the following policy will apply: Cancellations 28 days me in advance, no charge/full refund. Cancellations 27 7 days in advance, 50% charge. Cancellations less than 7 days in advance, no refund 17 P age v

18 BPP Professional Education Mallard Complex, Villiaze Road, Fest, Guernsey, GY8 0HG T +44 (0) E guernseyinfo@bpp.com W bpp.com/guernsey 18 P age v