INTERNATIONAL FINANCE & ADMINISTRATION QUALIFICATIONS (IFA4 / IFA5 / CERTIFICATE IN FUND ADMINISTRATION)

Advice & Assistance

Please contact Gerry Ganly for advice on finding the right course for you.

 

Email gerry.ganly@ganlytipper.com, call +44 (0)7624 490809

 

ICSA/Corporate Governance Institute information: https://www.icsa.org.uk/professional-development/study/ifa

 

Overview

IFA qualifications cover offshore finance, regulation and company management, plus optional modules increase your expertise in financial reporting and governance, fund administration and other related topics.

 

IFA qualifications are recognised by regulators in Jersey, Guernsey, Isle of Man and the British Virgin Islands.

 

IFA4

Choose IFA Level 4 if:

  • You do not have any finance qualifications,
  • You are looking to change career, or
  • You have some industry experience but no recognised qualification.

Content Summary

  • Core Modules
  • Accounts
  • Investments

IFA5

Choose IFA Level 5 if:

  • You have significant industry experience and in a management role:
  • Hold the Level 4 Certificate in International Finance and Administration;
  • Hold the Certificate in Offshore Finance and Administration (COFA) qualification;
  • Have a relevant university degree or Higher National Diploma (HND) from a recognised institution; or
  • Hold a Society of Trust and Estate Practitioners (STEP) Diploma in International Trust Management.

Content Summary

  • Core Modules
  • Financial Reporting and Governance
  • Fund Administration
  • Business Management in Practice

CERTIFICATE IN FUND ADMINISTRATION

Overview

This higher-level certificate is a specialised qualification in fund administration. It draws on our expertise in developing the broader Level 5 IFA programme, and particularly the Fund Administration module.

 

If you already have suitable qualifications to work in the trust and company administration area, but you would like an additional qualification in fund administration, this certificate offers a qualification specifically tailored to helping you progress in your chosen field.

 

Admission to this Certificate is open to anyone as a short course qualification.

 

This is a standalone qualification, which also forms part of the IFA5 series of modules.

 

The Institute’s costs are indicated here: https://www.icsa.org.uk/professional-development/study/ifa

 

Advice & Assistance

Please contact Gerry for assistance in understanding and finding the right qualification for you.

 

Exemptions to part or entire levels are agreed with the Institute on a case by case basis subject to pertinent existing other qualifications or experience attained.

 

Contact: Gerry Ganly

 

Email: gerry.ganly@ganlytipper.com, call +44 (0)7624 490809.

Gerry Ganly head shot

Gerry Ganly

Gerry Ganly is an experienced industry practitioner, with skills and knowledge across the financial sectors. He has held senior roles in compliance, cash management and treasury, and relationship management. He has worked in, and consulted with, banks, compliance, CSP and investment environments