Fiduciary Qualifications Questionnaire

Fiduciary Qualifications Questionnaire

Name:
Organisation:
E-mail Address:
Telephone Number:

Total Number of Employees: (please highlight)

0-25 / 0-50 / 50-75 / 75-100 / 100-125 / 125-150 / 150-200 / 200+

Please complete the following in respect of those employees working within Fiduciary in your organisation.

Professional Qualifications:

Please indicate, in the corresponding boxes below, the number of individuals in your organisation who already hold, are actively working towards, or are looking to undertake the following professional qualifications:

No. already held / No. working towards / No. looking to undertake
Fiduciary
STEP Foundation Certificate
STEP Diploma in International Trust Management
Investment
SII Investment Administration Qualification (IAQ)
SII International Certificate in Financial Advice (ICFA)
SII Advanced Certificate in Operational Risk
SII Diploma in Investment Compliance
SII Diploma
Accountancy
AAT / CAT
ACMA / FCMA
ACCA / FCCA
ACA / FCA
Corporate
ICSA Certificate
ICSA Diploma
ICSA Professional parts 1 & 2
MSc Corporate Governance
IOD Certificate in Company Direction
IOD Diploma in Company Direction
IOD Chartered Director Programme
SII Islamic Finance Qualification
Compliance
ICA Certificate in Compliance
- Compliance
- AML Awareness
- Finance Crime
ICA Diploma in Compliance
- MLRO
- Compliance
- Financial Crime
Banking
ACIB / FCIB
Certificate in Financial Studies
Diploma in Financial Studies
Investment Management Certificate
Legal
Legal Secretaries Diploma
LLB
Graduate Diploma in Law
Legal Practice Course
Bar Vocational Course
Other (please specify)

General

Degree
Masters degree
MBA
Other (please specify)

Please list below any IT related qualifications that are either possessed by your employees or that you would like to see made available on the island:

______

______

With regards to those employees who are undertaking or who are looking to undertake either a degree, Masters or MBA, please list below the subjects that they are studying or are interested in studying:

Additional Qualifications:

Are there any other related professional qualifications that individuals in your organisation hold, are actively pursuing or are interested in? If so, please give details below:

Qualifications / No. already held / No. working towards / No. looking to undertake

Continuous Professional Development:

Please list below any topics that you would like to see covered, within the context of a training session, to aid the continuous professional development of your organisation’s employees:

1. ______
2. ______
3. ______
4. ______
5. ______
6. ______

Leadership/Management:

Please consider the training that your organisation currently makes available to those at a managerial level. In your opinion, are there any areas in which training is lacking?

Training Delivery:

What is your organisation’s preferred method of study/training for its employees? Please identify your preferred regime commencing with 1 being the most preferred and 14 being the least preferred. Please place an X in any box that you feel is unacceptable. In the event that options are equally attractive please identify with the same number:

Day Release / 1 Day per week over 6 weeks
Day Release / 1 Day per week over 3 months
Day Release / 1 Day per week over 6 months
Day Release / 1 Day per week over 9-12 months
½ Day Release / Modular half days spread over a period of 3 months
½ Day Release / (Mornings) 1 Day per week
½ Day Release / (Afternoons) 1 Day per week
Early release at 3.30 p.m. / (Course 4pm – 7pm) 1 Day per week
Early release at 3.30 p.m. / (Course 4pm – 7pm) 2 Days per week
Early release at 3.30 p.m. / (Course 4pm – 9pm) 1 Day per week
Short courses / Short block (3-4 day working week)
Short courses / Lunchtime seminar (12-2.30pm)
Short courses / Evening seminar (4-6pm)
Correspondence / distance learning

In your opinion, are there any barriers to receiving effective training on the island? If so, please give details below:

Do you consider that there is anything that the Fiduciary Education Forum could be doing for the island’s fiduciary sector? If so, please give details below: