What is a chartered secretary?

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Introduction to ICSA for the
National Union of Company Secretaries
Simon Osborne FCIS,
Chief Executive, ICSA
December 2014
Who we are
• The international qualifying body for chartered secretaries.
• A respected global authority on governance and compliance.
• An active professional community committed to high standards.
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What we do
• Qualify chartered secretaries and train other governance, risk and
compliance professionals.
• Support our members and students.
• Promote good governance practice across all sectors.
• Shape the corporate governance agenda.
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Mission and values
Our mission
To champion good governance and develop the value, skills and
effectiveness of company secretaries and governance professionals in all
sectors.
Our guiding values:
• Openness: we are open, accessible and honest
• Integrity: we are impartial, independent and informed
• Authority: we speak for our profession with experience and expertise.
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Global membership 2013/14
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UKRIAT membership 2013/14
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Other services
• Authoritative publications and technical guidance.
• Briefings, seminars, regional and national conferences.
• Continuous professional development and networking events.
• Professional training, in class, online and in-house.
• Research and advice.
• Board evaluation and development services.
• Market-leading entity management and board portal software.
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Thought leadership
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What is a chartered secretary?
• Trained in law, finance, strategy, governance & company secretarial
practice.
• Qualified to be company secretaries of publicly quoted & private
companies, public authorities, charities and not for profit bodies.
• Trained to assist with changing business requirements such as updates
to governance and regulatory regimes.
• Equipped for a wide range of governance, legal and finance roles.
• Able to work with early career exposure to the board.
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How to qualify
Successfully complete CSQS and gain 6 years relevant work experience.
CSQS
• 8 x modules open access qualifying scheme, with many different
pathways.
• flexible study methods which include distance & online learning.
• exemptions for prior qualifications in law, accountancy or business.
• fast track options for lawyers and accountants working in relevant roles
for 5+ years.
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Qualifications and training
Core qualifications
• Chartered Secretaries Qualifying Scheme (CSQS)
• Certificate in International Finance and Administration (IFA)
Specialist qualifications
• Company Secretarial Practice
• Employee Share Schemes
Short courses
• On governance, law, company secretarial practice, compliance, risk
and personal effectiveness
Online training
• 12 courses and growing across 2015
Bespoke training
• In-house options according to organisational needs.
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Online training courses
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Automatic Enrolment: A Guide for Professionals
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Anti-Money Laundering
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Communicating Complex Ideas
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Corporate Governance
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Data Protection
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Due Diligence in Mergers and Acquisition
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Finance: The Basics
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Financial Briefing: Assessing Going Concern
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Professionalism and Ethics
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Negotiation Skills
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Risk Management
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Strategic Financial Management
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How can I join ICSA?
• Become a Chartered Secretary
Many different pathways through CSQS are available, depending upon
your current qualifications and experience.
• Join us as an Affiliate
Affiliateship gives you access to our resources, expertise and
supportive professional community.
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Connect with us
hello@icsa.org.uk
www.icsa.org.uk
Download the Henley Report and watch Professor Kakabase’s
presentation at www.icsa.org.uk/cosecreport
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Thank you
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