Foundation Certificate in Trusts Law and Management Course 2021 – Session 1.1
The IFSP Foundation Certificate in Trusts Law and Management course will be starting on the 27th of April 2021. The course will kick off with Dr Max Ganado’s introductory lecture followed by Prof Meryl Thomas who will handle the lectures on General Principles.
The IFSP Certificate in Trusts Law and Management is recognised by the Society of Trust and Estate Practitioners (STEP), the leading international professional association in the trusts field, as equivalent to its own Foundation Certificate. This provides holders of the IFSP Certificate with distinct advantages.
This year is the seventh time Prof Thomas will be lecturing for the IFSP ‘s trusts course. Prof Thomas has lectured at Birmingham City University and the Truman Bodden Law School in the Cayman Islands, and is Visiting Professor at both the Universite Paris Ouest Nanterre La Defense and the Institute of Law in Jersey.
The remainder of the 25 lectures in the course will be delivered by some of Malta’s leading practitioners in the field, including Dr Max Ganado, Dr Anthony Cremona and Mr Malcolm Becker. The course is designed to give practitioners, be they new entrants or more experienced but looking to add trust services to their offering, a solid basis in trusts. In fact, the IFSP Foundation Certificate in Trusts Law and Management is recognised by STEP (the Society of Trust and Estate Practitioners, the leading international association in this area) at equivalent to its own Foundation Certificate.
The course lectures will be held on average on two days a week, followed by an examination on the 3rd of July.
Who is the Course aimed at?
The course is open to accountants, auditors, lawyers, bankers and professionals in the financial services industry.
What is it aimed for?
We recommend that professionals providing, or who intend to provide trustee or trust administration services, should attend this course.
How many CPE hours are allocated to this course?
This course reaches the required Continuing Professional Development standards and benchmarks of the MIA and so it is accredited with 32.5 Core CPE Hours.
In addition…
We are giving all attendees free Associate Membership with our Institute until the end of this year.
| Day | Title | Lecturer | Date | Start | End |
| 1.1 | Introduction to Course; Trusts – A Species of Fiduciary Obligations | Dr Max Ganado | Tuesday, 27 April 2021 | 15:00 | 16:30 |
| 1.2 | Definition, Types of Trusts and the Commercial Uses of Trusts | Dr Max Ganado | Tuesday, 27 April 2021 | 17:00 | 19:00 |
| 2.1 | General Principles of Trusts: 1 | Prof Meryl Thomas | Wednesday, 28 April 2021 | 15:30 | 18:30 |
| 3.1 | General Principles of Trusts: 2 | Prof Meryl Thomas | Thursday, 29 April 2021 | 15:30 | 18:30 |
| 4.1 | General Principles of Trusts: 3 | Prof Meryl Thomas | Tuesday, 04 May 2021 | 15:30 | 18:30 |
| 5.1 | General Principles of Trusts: 4 | Prof Meryl Thomas | Thursday, 06 May 2021 | 15:30 | 18:30 |
| 6.1 | Beneficiaries | Dr Rachael Cassar Torregiani | Tuesday, 11 May 2021 | 15:30 | 16:30 |
| 6.2 | The Trustee and the Protector | Ms Ruth Vella | Tuesday, 11 May 2021 | 17:00 | 18:00 |
| 7.1 | Variation and Revocation of Trusts; Court Powers | Ms Ruth Vella | Thursday, 13 May 2021 | 15:30 | 16:30 |
| 7.2 | Recognition of Trusts | Ms Ruth Vella | Thursday, 13 May 2021 | 17:00 | 18:00 |
| 8.1 | Tutorial | Dr Anthony Cremona | Tuesday, 18 May 2021 | 15:30 | 17:00 |
| 9.1 | Miscellaneous Issues – Constructive, implied and resulting trusts, self dealing | Dr Anthony Cremona | Thursday, 20 May 2021 | 15:30 | 16:30 |
| 9.2 | Drafting Issues | Dr Anthony Cremona | Thursday, 20 May 2021 | 17:00 | 19:00 |
| 10.1 | Accounting for Trusts | Jonathan Dingli | Tuesday, 25 May 2021 | 15.30 | 16.30 |
| 10.2 | Taxation on Trusts | Dr Robert Attard | Tuesday, 25 May 2021 | 17.00 | 18.00 |
| 11.1 | Regulation and PTC | Dr Anthony Cremona | Thursday, 27 May 2021 | 15:30 | 16:30 |
| 11.2 | The Settlor | Dr Max Ganado | Thursday, 27 May 2021 | 17:00 | 18:00 |
| 14.1 | Directors, Shareholders and other Officers | Dr Malcolm Falzon | Wednesday, 02 June 2021 | 15:30 | 16:30 |
| 13.1 | The International Asset Holding Company | Dr Annalise Papa | Thursday, 03 June 2021 | 10:30 | 11:30 |
| 13.2 | International Corporate Services | Dr Philip Mifsud | Thursday, 03 June 2021 | 17:00 | 18:00 |
| 12.1 | The International Financial Industry | Malcolm Becker | Tuesday, 08 June 2021 | 15:30 | 16:30 |
| 12.2 | Modern Uses of International Trusts | Malcolm Becker | Tuesday, 08 June 2021 | 17:00 | 18:00 |
| 15.1 | Revision lecture | Dr Anthony Cremona | Thursday, 10 June 2021 | 15:30 | 17:00 |
| 16.1 | Exam | Saturday, 10 July 2021 | 09:00 | 12:00 |
Anyone interested in this course may register below and for further information please contact us on events@ifsp.org.mt. As an added bonus for course participants who are not IFSP members, the fee also covers an Associate Membership with our Institute until the end of the year.
We are offering this course ONLINE, so you can gain some new knowledge from the comfort of your own home.
Get qualified from home right now, and be prepared for whatever the future throws at you!
