If you are interested and require further information not covered on the page, please complete the form below
Delivery is entirely online and therefore can be completed at any time.
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 firstDelivery is entirely online and therefore can be completed at any time.
This programme is delivered entirely online and therefore can be completed at any time. This programme can be completed in 8 hours.
This programme qualifies for IFS Skillnet funding, view details.
The Irish Funds industry was established over 30 years ago. Since then it has grown significantly with activities carried out not only in Dublin but in many locations throughout Ireland including Cork, Galway, Kilkenny, Letterkenny, Limerick, Waterford and Wexford.
The impressive growth through three decades is illustrated by the amount of assets in funds serviced in Ireland, totalling €5.2 trillion at the end of 2019. As noted in Ireland for Finance, Ireland is the 3rd largest global investment funds domicile, the largest European domicile for ETFs and a leading location worldwide for hedge fund administration.
As recognised in Ireland for Finance there is currently rapid change and transformation with jobs being dislocated in the financial services sector. International financial services, including the funds industry, is an attractive sector in which to work. IOB seeks to support people who wish to change to a career in IFS through this programme. The programme is designed to meet the needs of:
People new to the funds industry with no prior experience
People changing career from the banking industry to the funds industry
Staff already working in the funds sector or related areas, including asset managers, funds service providers and advisory firms, who may wish to have a better understanding of the sector as a whole
The programme has been designed to provide participants with an excellent understanding of the Irish Funds industry. It will provide participants with immediate practical knowledge for a role working in or supporting Funds in Ireland. Participants will be able to:
Understand the way in which the Irish industry is structured and the way in which it impacts on the Irish economy
Explain the concept of collective investment and how investment funds are established
Describe the various functions and parties to an investment fund, their roles and how they relate to each other
Outline the legal and regulatory environment in which investment funds operate and the role of the Central Bank of Ireland
Explain how Irish funds are distributed throughout the European Union and across the globe
Explain the importance of delegation and outline the role of key delegates for Irish Fund Management Companies and Irish Depositaries
Identify emerging risks and opportunities
When you successfully complete this programme, you will be awarded with the Skills Certificate for a Future Career in the Irish Funds Industry by IOB.
8 hours in total to complete the programme. Delivery is entirely online and therefore can be completed at any time.
This programme has IFS Skillnet funding available for certain companies.
Programme fee: €325
IFS Skillnet fee: €230
*The programme cost is €325, however if you work for a company that is a member of IFS Skillnet you will be entitled to avail of the reduced cost of €230. Please check with your company to confirm if they are a member of IFS Skillnet and then complete the IFS Skillnet form:
At the end of each module there is an online multiple choice set of questions for completion before proceeding to the next module.
William Lawless
Programme Manager
You must be a current member of IOB, or become a member, to undertake this programme.
You study 8 hours through a series of webinars;
Modules 1-4
Overview of the Irish investment fund industry and Introduction to Investment Funds
Modules 5-7
Fund Administration Activities: Transfer Agency, Fund Accounting and Valuation
Modules 8-9
Role of the Depositary
Module 10
What are the emerging risks facing the Irish funds industry; What are the opportunities?