University College Dublin
If you are interested & require further information, we will email you a copy of the programme brochure.
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 firstThe Professional Certificate in International Investment Fund Services is a unique and specific programme, designed to support the international investment funds industry.
University College Dublin
The programme will be of particular interest and relevance to those working in, and those seeking to work in the investment funds industry and to newly practising professionals working in the asset management and investment funds area of the legal and auditing advisory firms.
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This programme leads to the Accredited Funds Professional designation.
The Professional Certificate in International Investment Fund Services is the acknowledged qualification of, and for, the international funds industry.
This programme is offered in partnership with Irish Funds (if).
A three module programme, the first module, Introduction to Investment Funds, introduces and contextualises the fund as an investment product, discusses the investment fund from its establishment right through its life cycle and the various involvements and interjections through that life cycle including the importance of ESG in the funds industry and the increasing emergence of Digital Assets. The Fund Accounting and Valuation for International Investment Funds module outlines the accounting and valuation aspects of investment funds, including the accounting statements for funds, the calculation of the Net Asset Value (NAV) and the importance of and controls around ensuring an accurate NAV. Exchange Traded Funds and their ever-growing significancein the industry. The third module, Depositary Functions and Transfer Agency, examines the operation and the roles and responsibilities of the custody and transfer agency functions for international investment funds.
The overall aim of the programme is to introduce, discuss and describe the investment fund from its inception right through to its termination detailing the functions and parties to a fund; the roles, responsibilities and activities of all the parties to the fund and how each area interacts with each other. It will enable you to;
Outline and explain the theory and practice underpinning International Investment Fund Services and administration
Detail the factors, (including legal & regulatory), products, services/service providers which impact on the successful operation of international Investment fund services industry and marketplace
Examine the efficiency of the procedures, products, services, regulations, processes, and controls that are in place which include accounting standards and anti-money laundering to ensure the integrity of investment funds services industry
Communicate clearly (in writing and orally) to colleagues, and other relevant stakeholders the factors, considerations driving the globalization of Investment Fund Services, noting the associated risks and benefits
Identify and pursue key learning skills designed to enhance students’ personal and professional career ambitions
If you hold an IOB designation or a designation managed by IOB, CPD hours may be awarded on successful completion of this programme.
Online.
Details and schedules for the online delivery for each module are set out in the study guides accompanying each module.
Programme cost: €1,890
IFS Skillnet funding available, subject to availability
Please note funding available for modules running up until end of 2023 only, a new application will be required for modules running in 2024 if funding is available.
Professional Certificate in International Investment Fund Services - IFS Skillnet form
When you successfully complete this programme you will be awarded a Professional Certificate in International Investment Fund Services from UCD.
This is a level 7 qualification on the National Framework of Qualifications.
This programme leads to the Accredited Funds Professional designation.
100% continuous assessment.
Spring Trimester
09 February 2024
For more information please contact [email protected]
(NFQ Level 7, 5 ECTS)
Describe and explain the key terms, concepts, processes, and the various types of Investment funds.
Discuss how legal and regulatory frameworks impact on and support the investment funds sector.
Outline the forces and factors which influence an Investment Fund Life-cycle and suggest how the life cycle might be extended.
Briefly summarize the main features of Investment Funds and write a short brief to advertise Investment Fund services to new customers.
Pursue areas of learning designed to enhance their professional skills and competencies.
(NFQ Level 7, 5 ECTS)
Outline and explain how the principles and practice of accounting apply to investment funds.
Prepare and justify the accounting entries required to record Investment Fund activities and the calculation of the Net Asset Value.
Analyse the main international accounting standards and fund accounting controls and their impact on Investment Fund activity.
Communicate clearly (in writing or orally) to colleagues or funds administrators the factors driving the globalization of Investment Fund Services, noting the associated risks and benefits.
Engage in learning to advance their professional and personal ambitions.
(NFQ Level 7, 5 ECTS)
Outline and explain the key terms, definitions, concepts, agents, and entities associated with depository functions and transfer agency in the Investment Funds Sector.
Distinguish clearly between the role and responsibilities of key personnel, agents, institutions etc. involved in the Investment fund services sector.
Detail and evaluate the various processes and procedures related to safekeeping of assets, securities, cash management and oversight from a depositary’s perspective.
Communicate clearly to colleagues (in writing or orally) the various services provided by the depositary and the transfer agent.
Select and employ learning techniques to enhance their study and career ambitions in the financial services industry.
The Accredited Funds Professional is a prestigious new designation "badge of excellence" in the funds industry. It is a standard for recognising competence and professionalism in the provision of services across the funds industry.
The Accredited Funds Professional designation provides an independent endorsement of professional knowledge, and a commitment to lifelong learning.
This programme enrols twice a year.
Spring Trimester
09 February 2024
The minimum entry requirements are as follows:
• Five passes in the Leaving Certificate, including English and Mathematics
• Five O Level/GCSE passes, including English Language and Mathematics
IOB will also consider applications on a mature candidate basis from applicants who are 23 years of age before the date of their application for admission to the programme.
You must be a current member, or become a member of IOB.
Springboard+ courses are designed to help you gain the skills necessary to either obtain employment in industry areas where there is an increasing need or to upskill in your current job.
To be considered eligible for a place on a Springboard+ course, you will need to:
be living full-time in the Republic of Ireland
have your own, valid PPS Number
meet the nationality/visa requirement
You are an EU/EEA/UK/Swiss national or: You have Stamp 4/Stamp 4 EU FAM, Stamp 5, or Stamp 6 on your Irish Residence Permit (IRP) card. This includes those resident here on Stamp 4 on the basis of: having permission to remain in Ireland as a family member of an EU citizen or; having official Refugee/Subsidiary Protection status in Ireland /being here on the basis of refugee family reunification or; having been granted Humanitarian Leave to Remain in the State (prior to the Immigration Act 1999) or; having permission to remain following the Minister’s decision not to make a deportation order.
have lived in either the EU, the EEA, the UK, Switzerland for at least 3 out of the last 5 years
If you are a Stamp 4/Stamp 4 EU FAM, Stamp 5, or Stamp 6 holder, residency is calculated from the date you first received this stamp. Any residency before this time cannot be counted. If you have Refugee/Subsidiary Protection status in Ireland, residency is counted from the date you applied for International Protection.
When applying for a course through Springboard+ you will also need to apply on the basis of either being:
Employed working either for yourself or someone else.
Unemployed not currently working, receiving a qualifying welfare payment from the Department of Social Protection (unless you are formerly self-employed) and actively seeking employment.
A Returner a Homemaker, on other caring duties, or economically dependent on a partner/spouse for at least 9 of the last 12 months.
A Recent Graduate a graduate from a full-time NFQ Level 8 degree within the 12 months prior to the start of a Springboard+ course and who does not fit into one of the above categories.
Your eligibility is assessed based on your status on the date your course first starts. You will need to meet the eligibility criteria on that date. Documentary evidence of this will be requested during the course before a fee payment is made on your behalf. To find out more about the conditions and requirements for eligibility, including what you will need to do to confirm your status please visit HEA - Springboard+ (springboardcourses.ie)
IOB was founded in 1898 by a small group of financial services professionals. Today we are Ireland's largest professional membership community.
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