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Cohort 17
Commencing May 2021
Cohort 18
Commencing October 2021
For specific dates including future intakes and block commencement dates, please see our CIFD brochure
For further information on the Certified Fund Director programme please contact the Relationship Manager, Kate Walsh at [email protected]
As you are not registered with us, you will need to upload proof you can enrol to this programme.
I know, let’s sign upI have an account, let me sign in firstCohort 17
Commencing May 2021
Cohort 18
Commencing October 2021
For specific dates including future intakes and block commencement dates, please see our CIFD brochure
For further information on the Certified Fund Director programme please contact the Relationship Manager, Kate Walsh at [email protected]
Download the CIFD brochure
The Certified Investment Fund Director (CIFD) Programme is the flagship programme of the Certified Investment Fund Director (CIFD) Institute, a specialist institute within IOB.
A not-for-profit institute, the CIFD Institute’s objective is to raise global standards in investment fund governance.
For more information on the CIFD Institute and the CIFD Programme, please see www.cifdi.org. or contact Kate Walsh, Relationship Manager, Executive Education [email protected].
The Certified Investment Fund Director Programme is delivered through an intensive combination of class-based, on-line, and self-directed learning.
This is a blended learning programme, where class-based learning is supported by additional reading, online webinars and individual learning outside the classroom.
This approach allows for time-constrained professionals to manage their own learning journey whilst still benefiting from the interactive and peer learning that a classroom environment provides.
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Please contact Kate Walsh for details on the CIFD, Certified Investment Fund Director programme at [email protected]
You will study 10 modules;
ONLINE
Fundamentals of Alternative Investments
DAY 1
Classroom-based content:
Purpose of investment fund governance
Governance sources: hard law and soft law
Role of investment fund boards including risk management and embedding culture
Fit & Proper assessments
Composition of boards: knowledge, independence and diversity
Investor engagement and stewardship
Role of regulation and regulators
Board accountability
DAY 2
Distribution models, challenges and risk
Classroom-based content:
Effective board oversight of distribution models
‘What can go wrong?’ case-based discussion
Classroom-based content:
Overview of transfer agency function
‘What can go wrong?’ case-based discussion
DAY 3
Classroom-based content:
Current issues in portfolio management
Board analysis of investment strategies, investment in financial derivative instruments, and investment fund performance
Oversight of liquidity risk
‘What can go wrong?’ case-based discussion
DAY 4
Classroom-based content:
Importance of NAV integrity
Valuation risks
Audit process and NAV integrity - European regulatory framework and the implications for valuation
Board oversight of valuation process
‘What can go wrong?’ case-based discussion
Classroom-based content:
Role of external audit
Relevant accounting standards
Financial statements of investment funds
Accounting for instruments
Disclosure requirements
Board oversight of financial statements
‘What can go wrong?’ case-based discussion
DAY 5
Pre-classroom webinar available on microsite:
Global, European, Asian and country specific (UK, Ireland, Luxembourg, Cayman and US) regulatory frameworks for investment funds
Classroom-based content:
Business implications for regulatory change
Cross-border implications
‘What can go wrong?’ case-based discussion
Pre-classroom webinar available on microsite:
CFA ethics webinar
Classroom-based content:
Preparing for board meetings
Board dynamics
Ethical decision making
ONLINE
Content includes:
Custody models / prime broker models
European regulatory framework and the implications for depository liability
Custody risk
Effective board oversight of custody of assets