Certificate in Fund Administration

Course Summary

The Certificate in Fund Administration is part of a new suite of certificated qualifications that intend to correlate with each stage in a fund administrator’s career.

Please click here for the brochure with further details of the fund administration qualifications available (Advanced Certificate in Fund Administration and Diploma in Fund Administration).

Further details of the Advanced Certificate in Fund Administration are available here and Diploma in Fund Administration are available here

Introduction

Designed for those who are relatively new to the industry or more experienced practitioners who want to refresh their core knowledge, this 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

The Certificate is delivered by CLT International in partnership with the GTA, and is subject to the rigorous quality assurance procedures of Alliance Manchester Business School, a school of the University of Manchester.

The course is available via an online learning platform using aspects of e-learning, video, podcast and text. You will receive 12 months' access to the online course, however, it is recommended that you allow 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.

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.

Topics

The Certificate in Fund Administration comprises six modules:

  • Module 1 – The Fund Industry
  • Module 2 – Fund Structures
  • Module 3 – Fund Strategies
  • Module 4 – Fund Accounting and Fund Valuations
  • Module 5 – Taxation
  • Module 6 – Regulation

Please find the full course syllabus here

Assessment is via a one-hour online multiple-choice question examination.


Course Benefits

The course 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.

Tutor Profile

Course Authors

Offshore is a Guernsey based accounting, consulting and training firm offering tailored technical business training courses across a range of industries. Their expert team have a deep understanding of the issues faced within the offshore market making them equipped to provide practical and relevant training to industry professionals.

Offshore’s training team comprises qualified accountants with ‘hands-on’ experience of the subjects they teach. This industry knowledge provides enriched learning to participants on their courses and readers of their learning materials.

Course at a Glance

  • Next Start Dates: New dates TBA
  • CPD Points: 0
  • Course Cost: £575.00
  • Course Length: 3 months (online)

Prerequisites:

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.

To enrol for this online course please complete the booking form and send it to [email protected]

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

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