Advanced Certificate in Fund Administration – Guernsey

Course Summary

This qualification will arm you with the practical knowledge and fundamental skills required to establish yourself as a leading professional in the funds industry. The programme is designed for those already working in the funds industry, or those wishing to have an understanding of fund administration in Guernsey. It will be beneficial to fund administrators, custodians, depositaries, accountants, auditors and those providing operational support to investment funds. It may also be of interest to those working in a regulatory or risk and compliance role.

The programme focuses on the environment in which investment takes place and the way in which funds are operated. It will also provide you with an understanding of the role and responsibilities of the fund administrator as well as other key players within the industry, throughout the life cycle of a fund.

This is an accredited qualification that has been developed in conjunction with CLT and the Guernsey funds industry.  The tutor-led workshops will be delivered by Angus Kemp, with a focus on the fund structures we administer here in Guernsey.

Introduction

The Advanced Certificate is an open-entry programme, however it is preferable that applicants have 6 months experience within the funds industry, along with a good standard of literacy.

The complete certificate takes 6 months and is delivered through a blend of on-line learning and face to face workshops.

Course dates below:

  • 18 October 2016 (tutor led)
  • 25 October 2016 
  • 8 November 2016 (tutor led)
  • 22 November 2016
  • 13 December 2016 (tutor led)
  • 10 January 2017
  • 24 January 2017 (tutor led)
  • 31 January 2017
  • 7 February 2017 (tutor led)
  • 21 February 2017
  • 28 February 2017 (tutor led)
  • 7 March 2017

There is an option to attend an exam preparation workshop on 14 March 2017 at an extra cost.

Topics

The Advanced Certificate covers the following modules:

  • Investment objectives
  • Regulatory objectives
  • Fund structures and the key players in investment
  • Fund operations
  • Transfer agency
  • Fund and fund administration compliance
  • The future of fund administration.

There is a possibility of delivering a Diploma in Fund Administration that follows on from the Advanced Certificate in Fund Administration.  If you are interested in pursuing the higher qualification please contact admin@gta.gg.

Course Benefits

This course is an internationally recognised qualification where the content is tailored to the administration of Guernsey funds.

Tutor Profile

Angus Kemp is a qualified Chartered Accountant and has been involved in tutoring students in the islands for over 25 years. In 1995 he established Offshore Training Consortium in Guernsey which was subsequently acquired by BPP plc, the UK’s largest provider of professional education training. Angus’s extensive academic credentials include a Masters in Business Administration, a Masters in Economics and Politics, a Masters degree in Education, a Postgraduate Certificate in Accountancy along with a Teaching Certificate.

Course at a Glance

  • Next Start Dates: New dates TBA
  • CPD Points: 24
  • Course Cost: £995.00
  • Course Length: Online learning and 6 x 2 hour Tutor-led workshops and 6 x 2 hour Peer to Peer workshops (16:30-18:30)

There are no dates currently available for this course, If you would like to register your interest please complete the form below:

Latest Articles