Training On Demand.

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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Training On Demand

Inhouse Training.

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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Inhouse Training

Open Training.

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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Open Training

One-to-One Training.

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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One-to-One Training


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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Training on Demand

To see all topics available on our online training platform click here.

All Modules

Featured Modules

Performance Fees

A practical guide to performance fees with a particular focus on the equalization credit method.

US GAAP - Fair Value Measurement Disclosures

A practical review of current fair value measurement disclosure requirements that affect investment funds reporting under US GAAP.

Fixed Income Securities

A comprehensive introduction to fixed income securities with a focus on interest calculations for valuations and settlements.


23 July 2014

SEC Guidance: Applying Custody Rule to Private Equity Scenarios

The SEC has provided guidance on applying the custody rule to two common scenarios that arise with private equity funds and other private investment funds. McGuireWoods have produced a comprehensive piece on the guidance on their website. Follow the link below for the full article.

Who we Are

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.


"Good interaction with the group and use of case questions to ensure understanding of topics covered."

Ciara O’Callaghan, KPMG