Access quality online training for the funds industry and investment community. Intensive training modules include questions throughout and online post-course testing. Training can be done securely at the office or on mobile devices.
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Quickstep delivers bespoke in-house training to fund and investment service providers. On-site, this can be anything from a half-day session to a 5-day programme. On-line, our in-house training usually consists of a series of sessions with each session no longer than one hour.
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Subject to demand, Quickstep delivers open courses. Participants from a variety of organizations attend training ranging from half-day sessions to 2-day programmes. These are engaging, enlightening and enjoyable. In addition to face-to-face open courses, Quickstep also delivers live online open training sessions.
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Quickstep provides highly customized one-to-one training sessions for directors and senior managers of fund service providers and for fund non-executive directors. Considering the client’s unique background and learning objectives, Quickstep creates a training session that perfectly matches the client’s requirements regarding content, flexibility and pace.
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Quickstep advises clients on fund operations and control issues, regulatory reporting requirements, service provider assessment and selection, and accounting systems development and end-user testing. Contact us to discuss how we can assist with fund administration and fund accounting systems and operations.
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A growing number of investment firms have begun offering ultrashort-term bond funds, which may become an alternative to the traditional money market fund.
Quickstep Consulting provides high quality training and support to the funds industry and the broader investment community. Our corporate clients include investment managers, fund administrators, trustees, regulators, accounting and legal firms. Our individual clients include non-executive fund directors, investment professionals and those seeking entry to the funds or investment industries.
Lisa Fitzpatrick, Butterfield Fulcrum
An introduction to currency forwards, how they are used and valued by investment funds.
A review of the effect of common corporate actions on equity holdings and the related accounting and pricing challenges.
A comprehensive introduction to fixed income securities with a focus on accounting and pricing.