Higher Certificate in Investment Administration

The Higher Certificate in Investment Administration will equip you with solid knowledge on the investment administration environment. Investment administration is an environment where having the following skills are essential - client orientated, detail orientated and an affinity for basic technical/mathematical problem solving.

The roles could include client services, operations, fund accounting, pricing, custody and performance, settlement and compliance. This could be your first step in a potential career in an investment management or investment administration firm.

The compulsory subjects covered include an Introduction to Investment Management and Instruments, The Regulatory Environment, Technical Aspects of the Investment Cycle and Custody, Performance and Reporting. You will also be exposed to soft skills that may be needed in the work environment in Investment Administration Practice.

The qualification is designed to equip persons to be able to work in varied functions in an investment administration / backoffice environment. Roles in investment administration could include client services consultants, operations consultants, fund accounting officer, pricing administrator, custody and performance administrator, settlement officer and compliance officer. The potential student should be passionate about financial markets and have an understanding of the various role-players in the market, but also be customer-orientated.

YEAR 1

• The Regulatory Environment
• Investment Administration Practice
• Custody, Performance and Reporting
• Introduction to Investment Management and Instruments
• Technical Aspects of the Investment Cycle

Select 1:

• Fundamentals of Economics
• Principles of Accounting