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Finance, Accounting & Tax, Trust

Reviewing Financial Statements for Trust Professionals

Course details

CPD Points





2 hours (09:00-11:00)

Course Overview

This course aims to give you a greater understanding of trust and company financial statements, enabling you to draw conclusions and present these in the professional environment.

The course will focus on both the theoretical and practical considerations when undertaking the review of trust and company financial statements.

Course Content

Reviewing financial statements is a skill that should be developed by those working in the trust administration environment.

On this course you will cover:

  • What are Financial Statements and who uses them?
  • What is GAAP?
  • Key Accounting Principles and Theoretical Concepts
  • Review Techniques
  • Group Exercise Example

Course Benefits

This course aims to give you a greater understanding of financial statements, enabling you to identify errors or unusual items and draw conclusions based on your review.

On completion of the course you should:

  • Be able to perform practical trust and company financial statement reviews
  • Have an increased awareness of accounting standards and how they impact trust and company financial statements
  • Be more confident when reading, preparing and/or reviewing trust and company financial statements
  • Be able to identify common errors in trust and company financial statements

The course is designed for non-accountants who are needing to review financial statements in this sector and accountants who want some practical tips to enhance their skills in this area.

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 [email protected] or call us on 01481 244570.

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 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.

Upcoming Courses

Some courses we run are scheduled based on demand. Please ensure you register your interest to ensure we know which courses you would like to attend.