ACSA Accredited Program

The only qualifications designed for, and endorsed by, the custody industry

The ACSA Institute and Financial Education Professionals (FEP) offer the ACSA Accredited Program. This program is designed to address the training and education needs of those working in custodial services, and to provide a solid career path for these staff.

The course structure contains two core subjects and four elective streams. This structure reflects the range of job functions in custody operations.

Level 1: Certificate IV in Financial Services

Core subjects include:

• Introduction to Financial Markets
• Introduction to Custody

On successful completion of the core subjects, participants are eligible to receive a Certificate IV in Financial Services. They can then elect to exit with this qualification, or continue towards the second level - a Diploma of Financial Services - by selecting a stream relevant to their job function and career goals.

Level 2: Diploma of Financial Services

The Diploma of Financial Services includes the following streams:

• Stream 1: Fund Administration
  • Fund Administration
  • Unit Pricing
  • Tax Reporting
• Stream 2: Investment Administration
  • Asset Servicing (Corporate Actions)
  • Unlisted Unit Trusts
  • Clearing Systems
• Stream 3: Performance and Compliance
  • Performance Analytics
  • Compliance

Candidates who have completed the International IAQ course will have advance standing in the Certificate IV in Financial Services.

How to register

For more detail contact your Training and Development Manager or
Financial Education Professionals
Tel: +61 2 9222 9330
Fax: +61 2 9222 9330
Email: enquiries@financialeducation.com.au
Website: www.financialeducation.com.au