Background

This topic reflects the typical mixture of responsibilities of an Assistant Secretary of a listed PLC. It is practical exam which addresses the headline issues on a range of topics including pensions, risk management andiInsurance, corporate information needs including Data Protection legislation, employment law issues and practices, disaster recovery plans, Intellectual Property management, facilities management and outsourcing, and Elements of Tax.

It links clearly with Business and Corporate law, Corporate Governance and Corporate Secretaryship.

The Exam

The exam is based on understanding the past, and present situation with a view to future developments.

The Teaching

12 weeks – 3 hours a week plus two Saturday sessions.

The lectures are designed to cover the entire syllabus, it has a considerable amount of background reading over and above the ICSA manual. The format will include PowerPoint presentation slides, discussion and debate. It may also include attendance at AGMs to see corporate governance in action.

The ability to discuss and argue the pros and cons of statements clearly and cogently is key to success. See "Writing with power and clarity".

A two day revision course is offered on Nov 13 and 14 in central London for £235 including VAT .( Link to the revision page for CA)

Students' Comments (pop up window)

Corporate Administration (Professional Programme - November 2002 and onwards)

Syllabus

AIM

The Chartered Secretary is regularly employed in a position of strategic responsibility for administrative operations within and across the organisation. The aim of the module is to instil knowledge and key skills in handling the responsibilities of corporate administration in both the strategic and functional contexts, to develop competence in advising the Board and leading teams in administrative best practice, and in ensuring compliance with external regulation and internal procedures.

More information on the syllabus is available here.

LEARNING OUTCOMES

At the conclusion of this module, the candidate will be able to:

PRE-REQUISITE LEARNING

Evidence of assessed pre-requisite knowledge and understanding in the following disciplines must be demonstrated through the Institute's examinations, or those of equivalent qualifications which have been approved as meeting the Institute's required curriculum and standards:

LEARNING CONTENT

Role and Functions

The role and functions of the corporate administrator. Administration as a support service in organisations. The concept of best practice. The sources and application of guides to best practice.

Knowledge and Information

The sources of information on law, regulation and administrative best practice. Copyright and intellectual property, including asset protection. Trademarks and patents. Information, data and technology as a corporate resource. Technological change and innovation: internet and website applications and management. Security and integrity of information; control of access. Data protection legislation. Confidentiality.

The Human Resource

Employment law and regulation. The employment contract. Concepts of added value and continuous improvement. Securing and monitoring the people resource: human resource planning, recruitment and selection, job descriptions and person specifications. Maximising performance: job design; job enrichment; reward and recognition systems; job evaluation. Training and development. Coaching and counselling. Performance appraisal. Working with consultants and volunteers. Health and safety at work: legislation and practice.

Pensions, Insurance and Risk

Pensions: their relevance and purposes. Scheme types - occupational, state, personal. Stakeholder pensions and group personal pensions. The management and proper control of pension schemes. The impact of legislation. Funds and their management. Principles and practice of trusteeship; administrative secretaryship and support. The duties of trustees in law. Trust deeds and rules.


The nature of corporate and business risks; management and control. Corporate liability and insurance: classes and types. The insurance market; brokers and intermediaries. The use of consultants and advisers. Disaster planning.

Corporate Taxation

The impact of corporate taxation: Corporation Tax; Sales, Value Added or Goods and Services Taxes, Income Tax. Corporate responsibilities under law and regulation.

Corporate Assets

The management of physical assets. Facilities administration: role and functions. Security and the application of systems.

Schedule of lectures

COURSE: ICSA Professional Programme, Stage 2
Subject: Corporate Administration
Mode/Time: Thursdays 18.00 to 21.00 and
Saturday 2 October and 30 October 2004

COURSE PRICE AND LOCATION TBA SHORTLY
Subject Tutor: Roger Woolley
REVISION course: Nov 6 and 7. In central London for £235 including VAT.

Teaching plan

Session Subject Chapter no. Past questions Specific Course
1 Introduction.
Insurance Administration and Risk Management - An Appraisal
1,12,15.    
2 Types of Insurance Cover and Management Considerations 11,12,15.    
3 Insurance - The Market 12   MMME
4 Pensions 1 - What is a Pension? Component Parts 13    
5 Pensions 2 - Scheme Administration, Trustees 14   PLOD
6 Pensions 3 – Controls 14    
7 Human Resources – legal framework 6    
8 Human Resources and documentation and risks 7,8,9,10    
9 Tax – high level review 17    
10 Management of Information 2,4    
11 Security of Assets; Outsourcing; Facilities Management 18    
12 Protection of Information, Access and Site Controls 4    
13 Identification and Protection of Assets; Health & Safety 3    
14 Asset Management - Legal Consideration 13    
15 Revision All    

Reading material

Results

Date Percentage pass Distinctions Merits Prizes
June 2004 100%      
Dec 2003        
June 2003        
Dec 2002 100%   2 1
June 2002        
Dec 2001        
June 2001 100%      
Dec 2000 100%      
June 2000 100%      
Dec 1999 82%      
June 1999 100%      

Percentages are calculated by reference to the number of students who sat the exam and not those who applied to take the exam.

Students' Comments (pop up window)

Who should attend?

For more information, email icsa@rogerwoolley.co.uk

Contact details:

Roger Woolley FCIS
Woolley & Associates
Coppelia Road, Blackheath, London SE3 9DB

Fax: 020 8852 8255
Phone: 020 8852 8260

e-mail info@rogerwoolley.co.uk

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