CPD Training Programme

2019 CPD Training Programme

The JFA is committed to ensuring Jersey's funds professionals have access to opportunities to enhance their skills and expertise.

Certificates of attendance will be issued

CPD Training
JFA Training Seminar - Wednesday 30 March
CPD Training
Wednesday
30
March 2022
St Helier Town Hall
Speakers:

JFA Chairman, Tim Morgan

JFA Chairman's Update - An update on work and priorities of the JFA over recent months and into 2022.

CPD Masterclass
JFA Accounting Masterclass - Monday 13 December
CPD Masterclass
Monday
13
December 2021
Online
Speakers:

Lisa McClure & Tom Walker, PWC

Stuart Holden, Deloitte

Chris Northey, KPMG

The accounting masterclass will cover the accounting hot topics within the Funds space for the coming year end.

CPD Masterclass
JFA Regulatory & Compliance Masterclass - Friday 5 November
CPD Masterclass
Friday
5
November 2021
Grand Hotel, St Helier, Jersey
Speakers:

Fiona Lehane, Partner and Head of Asset and Wealth Management Risk and Regulatory Consulting - PWC London

Mike Jones Managing Director and lead of Governance, Risk and Compliance, Mourant Jersey

Jon Stevens, Head of Policy JFSC

Harry Briggs -  Director and ESG lead - KPMG Jersey

The subject matter will include the following - Module 1 - Macro overview of the Funds and Investment Management regulatory environment in Europe and across the globe. Lead Speaker - Fiona Lehane, Partner and Head of Asset and Wealth Management Risk and Regulatory Consulting - PWC London Fiona will provide an update from London, on key regulatory and structural developments in the UK, EU and further afield. This will cover a range of assets, including AIFMD II, emergence of SPACs, UK Funds regime, change management and regulatory implementation. Module 2 & Module 3 - Jersey's positioning on the global regulatory landscape and latest JFSC regulatory developments and update Lead Speakers - Mike Jones Managing Director and lead of Governance, Risk and Compliance, Mourant Jersey Jon Stevens - Head of Policy, JFSC Between Mike and Jon they will cover Jersey's position with respect to key recent and upcoming milestones, including National Risk Assessment and preparation for Moneyval as well as covering a number of recent changes within the regulatory environment in Jersey, such as the Exemptions Project (and how this impacts FSBs) and the consultation on civil penalties. They will also provide guidance to compliance officers and functions in light of the recent changes. Module 4 - ESG regulatory developments and update Lead Speaker - Harry Briggs - Director and ESG lead - KPMG Jersey Harry will cover the outcomes of COP26 - UN Climate Change Conference, as well as many of the recent updates to ESG regulatory reporting requirements across the EU, UK and the new Jersey disclosure rules. Harry will also provide a practical update to reporting and accounting implications, gathered from his current seconded role at Accounting for Sustainability. The content will help a wide range of funds professionals including fund practitioners, compliance officers, investment managers, administration teams and non-executive directors. Cost of this in person Masterclass comprising 2.5 hours of CPD is £125.

CPD Training
JFA Training Seminar - Thursday 15 July
CPD Training
Thursday
15
July 2021
Webinarjam
Speakers:

Simeon Moss, Director, Jersey Advisory and Digital Transformation Lead, Deloitte.

Funds: Digital Transformation

Resources

Please see our CPD Training Resources

JFA Training Seminar - Funds: Digital Transformation
July 2021
JFA Training Seminar - Funds: Digital Transformation
JFA Chairman's Update
March 2021
JFA Chairman's Update
JFA Training Seminar - Where now for the taxation of non-UK resident real estate investments?d " A Jersey Funds perspective"
November 2020
JFA Training Seminar - Where now for the taxation of non-UK resident real estate investments?d " A Jersey Funds perspective"
JFA Training Seminar - Jersey's Position in the Global Funds Market
October 2020
JFA Training Seminar - Jersey's Position in the Global Funds Market
JFA Training Seminar - Accounting Update for Funds
September 2020
JFA Training Seminar - Accounting Update for Funds
JFA Chairman's Update
June 2020
JFA Chairman's Update
JFA Webinar - Private Equity Valuations Slides
April 2020
JFA Webinar - Private Equity Valuations Slides
JFA Training Seminar - Accounting Update
June 2019
JFA Training Seminar - Accounting Update