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Introduction to Bookkeeping for Trust Administrators

Description

Whether you're a beginner or just in need of a refresher, this course aims to enhance your understanding of the basics of bookkeeping for trust administration. We'll explore the foundations of double entry bookkeeping and then delve into the unique aspects of trust and company accounts formats. As trust administrators often grapple with year-end adjustments, our course offers practical knowledge on bookkeeping whilst also equipping you with skills to review accounts for errors. Join us at this 2-hour course to strengthen your bookkeeping foundations and navigate bookkeeping for trust administration with confidence.

In partnership with Chapter One, one of Jersey's leading accountancy training providers

Natalie Dimond 

In partnership with Chapter One, SIFS is pleased to now offer a suite of publicly available accounting, tax and audit professional development courses. 

Chapter One is one of Jersey's leading providers of professional qualifications for the financial services sector. Their team are approachable, knowledgeable, and friendly. Their passion for training and development means they will go beyond what is expected of them to support their students. 

This course is delivered by Chapter One's expert trainers. 

 

Suitable For

This course is aimed at any administrator who needs to become more familiar with the accounting records of a trust or company, how they are made up and things to look for when they are being reviewed. The course concentrates on the basics, but would also act as a suitable refresher for experienced administrators.

 

Content

  • A review of basic double entry bookkeeping

  • Trust accounts format

  • Company accounts format

  • Thinking about year-end adjustments

  • Reviewing accounts for errors

 

Presenter

Natalie Dimond

Director at Chapter One Training

Natalie Dimond

Natalie spent 7 years as the Managing Director of BPP prior to Chapter One and loves nothing more than leading a talented and hard working team. Prior to teaching, Natalie spent her career in Private Client as a tax specialist and loves passing her real world knowledge onto her students.

Her passions are focused on Professional Development and showing students the ‘easy wins’ in the classroom. Natalie is direct, but extremely fair and she is always willing to give students and our team the time that they need.

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