ISA Administration (2 days)
ISA Administration - 2 day course
TISA, now recognised as an accredited training provider, is delivering this course for all those who need a broader, deeper understanding of ISAs and who are due to take the IAQ exam. (ISA Administration).
The course will be held over 2 days and led by Dave Beaston, who has delivered the majority of TISA's ISA training since 2004.
The 2 days will cover all aspects of ISA administration, including all topics within the IAQ ISA syllabus and incorporates interactive tasks and sample questions. The chance to participate in a classroom-based training session will increase the knowledge and understanding of all delegates and thereby increase their chance of success in the subsequent exam. Attending the session will also provide an ideal opportunity for delegates to ask questions, discuss issues and clarify concerns relating to all aspects of the topic.
Delegates will be expected to have previously obtained the ISA Administration workbook and to have at least started the recommended 70 hours study. The workshop will form part of that study, not replace it. Areas covered on the 2-day course will include:
This course can be booked as an in-house session and interested parties should contact Dave Beaston to discuss their requirements, tel 01642 666999 or contact here.
Please note you need to be logged into the members' area to enable you to book at the member rate – for a list of members please see here
TISA, now recognised as an accredited training provider, is delivering this course for all those who need a broader, deeper understanding of ISAs and who are due to take the IAQ exam. (ISA Administration).
The course will be held over 2 days and led by Dave Beaston, who has delivered the majority of TISA's ISA training since 2004.
The 2 days will cover all aspects of ISA administration, including all topics within the IAQ ISA syllabus and incorporates interactive tasks and sample questions. The chance to participate in a classroom-based training session will increase the knowledge and understanding of all delegates and thereby increase their chance of success in the subsequent exam. Attending the session will also provide an ideal opportunity for delegates to ask questions, discuss issues and clarify concerns relating to all aspects of the topic.
Delegates will be expected to have previously obtained the ISA Administration workbook and to have at least started the recommended 70 hours study. The workshop will form part of that study, not replace it. Areas covered on the 2-day course will include:
- APPLICATIONS & OPENING
- SUBSCRIPTION PROCESSING
- QUALIFYING INVESTMENTS
- INCOME TAX CLAIMS
- WITHDRAWALS, CLOSURE & DEATH
- TRANSFERS REPAIRS & VOIDS
- RETURNS & INSPECTIONS
This course can be booked as an in-house session and interested parties should contact Dave Beaston to discuss their requirements, tel 01642 666999 or contact here.
Please note you need to be logged into the members' area to enable you to book at the member rate – for a list of members please see here
