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.
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.
Autumn Trimester - (2024-2025 academic year)
Please note that the programme content and fees are subject to change in the 2024/2025 academic year. Any changes will be outlinged in the 2024/2025 prospectus and at iob.ie in August - the start of the new academic year.
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.
Autumn Trimester - (2024-2025 academic year)
Please note that the programme content and fees are subject to change in the 2024/2025 academic year. Any changes will be outlinged in the 2024/2025 prospectus and at iob.ie in August - the start of the new academic year.
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.
IOB members gain access to IOB Learn with exclusive resources, content and the ability to log CPD hours on the go.
Join IOB today