The Certificate in Fund Administration provides a practical introduction to the areas of fund structures and strategies, accounting and valuation, taxation, and regulation for those working in fund administration or support.
Designed for those who are relatively new to the industry or more experienced practitioners who want to refresh their core knowledge, the course will:
- provide you with strong base knowledge of the fund industry
- improve your confidence and performance in your role
- enable you to demonstrate your knowledge and skills through a certificated qualification
- provide you with the opportunity to build upon your knowledge and skills by progressing on to one of our higher-level courses
- enable you to demonstrate your commitment to a career in the fund industry
From an employer perspective, the course will;
- provide you with an assessed qualification that can sit alongside or replace your in-house training
- provide a benchmark for your workforce, ensuring that all employees have a sound base knowledge of the industry
- give you confidence that your workforce has been trained by industry experts
- cause minimal disruption to the working day with on-line delivery of the course and assessment
The Certificate is delivered entirely online using a combination of e-learning, podcasts, video and text. Assessment is via a one-hour online multiple choice question examination.
On successful completion of the assessment, you will be awarded the Certificate in Fund Administration.
After completion of the Certificate, you may be interested in studying one of our Specialist Modules. Each module will focus on the regulatory landscape in a particular jurisdiction, enabling you to demonstrate a more detailed understanding of the local fund environment.
The first Specialist Modules, launched in 2018, will be;
Each Specialist Module will be delivered online and will cost £145.00 (plus UK VAT at 20% (if applicable)).
On completion of a Specialist Module you will be awarded the Certificate in Fund Administration with the relevant specialism.
Large or small groups of employees can undertake the course concurrently, with customised in-house packages also available. Whilst the Certificate in Fund Administration couse is primarily delivered online, bespoke workshops and face-to-face teaching is available as part of our corporate offering.
To find out more or explore this option for your firm, contact email@example.com to speak with a member of the team.
The Certificate course and assessment are delivered entirely online and you may enrol onto this course and sit the assessment at any time.
You will have 12 months' access to the online course, however, we recommend that you allow yourself three months to complete the course, studying for approximately six hours each week.
The course fee for this Certificate is £575.00 (plus UK VAT at 20% (if applicable)).
This includes access to an online platform that contains all materials for the course and the assessment fees.
The Certificate is open entry and is suitable for those working in, or embarking on a career in, fund administration, back office support or fund operations. Applicants should have a good standard of literacy and be aware that the programme is delivered in English.
We would also recommend that those with more experience complete the Certificate prior to embarking on the Advanced Certificate or Diploma as these qualifications will build upon the content covered in the Certificate.
Advanced Certificate in Fund Administration
A six-month, intermediate level programme designed for those who have completed the Certificate in Fund Administration or have a year’s industry experience. This comprehensive course takes a detailed look at all aspects of back office support, including tax, accounting, valuation and regulatory aspects.
Diploma in Fund Administration
An advanced level programme aimed at those who are working in fund administration or operations in a senior or supervisory capacity. This practical, nine-month course examines some of the more complex issues involved in fund administration and looks at how run an efficient and effective back office team.
A series of ‘hot topic’ courses covering the latest industry developments and current best practice. Designed for all levels of expertise.
If you would like further information on these courses, please email firstname.lastname@example.org or register your interest at 'Funds Training'.