Certificate in Fund Administration

Description

Progress your career in fund administration by:

  • Gaining a solid understanding of the fundamentals and learning the basic principles and common terminologies will allow you to perform confidently in your new or aspired role.
  • Having exclusive access to course materials created by industry-leading experts about the latest fund developments, trends, best practices and other supporting resources.
  • Earning a certificated qualification, with no recertification requirements, demonstrating your newly acquired knowledge and skills and your commitment to best practices and lifelong learning.

What you will learn

  • Fund industry basics - understand the fundamental workings of the fund industry, including relevant terminology and the roles and responsibilities of the different teams supporting a fund.
  • Fund structures - identify and understand different fund structures and associated documentation.
  • Fund strategies – learn the differences between various strategies.
  • Accounting and valuations - familiarise yourself with key terminologies and processes, allowing you to do simple calculations.
  • Taxation - study the basic principles of the taxation of funds, including VAT and transfer pricing, allowing you to do simple calculations.
  • Regulations - analyse the obligations and challenges from company law and AML provisions on fund administrators.

Further information

CLTI
Provider:
CLTI
Duration:
-
Locations:

Contact Information

CLTI

Suite 215/216 Fort Dunlop
2nd Floor, Fort Parkway
Birmingham
B24 9FD