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Introduction to the Finance Industry

Course Overview

This full-day interactive course offers a comprehensive introduction to Guernsey’s finance industry, tailored for newcomers and early-career professionals.

This engaging session is packed with practical examples and real-life stories, helping delegates gain a clear understanding of the key components of the offshore finance landscape including Funds, Trusts, Captives, Banking, and Pensions.

Led by experienced trainer Vicky Le Poidevin FCA, Dip IoD, the course demystifies industry jargon and equips delegates with the knowledge to navigate key structures, stakeholders, and terminology in this one day course.

Course Content

Funds, Trusts, Captives, Banking and Pensions: Explore the core pillars of Guernsey’s finance industry through the following key topics:

  • Background, purposes, aims and practical uses
  • Key stakeholders
  • Types of structures ( including Limited Companies, LPs, SPVs, Trusts and Company structures, PCC and Unit Trusts )
  • Essential terminology

Benefits

Whether delegates are newcomers to the workforce or the finance sector, this course will help demystify industry jargon and accelerate development; providing a head start in their career from day one!

Next Steps

If you would like to book a place on this course please click on the ‘Book Course’ button to the right of this page and login or register for a user account to complete your booking(s). Any queries please do not hesitate to contact us via admin@gta.gg or call us on 01481 224570.

If no date is scheduled for this course at the present time please click on the ‘Register Interest’ button and login or register for a user account so that we can add you to our course interest register. This register allows us to contact our tutors and finalise dates for a course as soon as we have a few people who have expressed their interest, so the more delegates who register their interest, the sooner we can schedule a particular course.

Course Details

CPD Points

6.5

Price

£355.00

Length

Full day (09:30-17:00)

Course Tutor

Victoria Le Poidevin

Vicky Le Poidevin FCA, Dip IoD regularly provides interactive and engaging training sessions to a wide range of financial services and commercial delegates. Vicky continually adapts her training style to suit the variety of delegates that attend her courses, and she actively enjoys running training for all levels of experience including parties at the beginning of their career, directors looking to continually enhance their skills and all parties in between looking to upskill or get ahead in their career. Vicky's training is under pinned by practical, real-life examples that leverage her 20 plus years' experience in the financial services sector. Vicky believes that delegates learn by doing, so she tries to include practical exercises into her courses to ensure the learning experience remains interesting, relevant, and engaging. As well as running numerous training courses, Vicky is a management consultant and has worked with numerous businesses on multiple projects, giving her a unique knowledge and experience to enrich her training. Vicky's generalist financial services experience also includes 10 plus years of auditing and accounting with a big four firm /regional firm and holding senior roles in both the Fund and Trust sector.

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