Please contact our Student Support team if you would like more information or require any help or advice.


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 work in fund administration, but are not involved with trust and company administration, and are already suitably qualified, 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. If you complete the Certificate and wish to study the International Finance and Administration programme, we would then assess you for entry. Please see the Student Rules and Regulations for further information.


This course provides an understanding of the investment environment, how a fund structure is created, and examines the roles of the key principals of a fund – the fund manager, the fund administrator and the fund’s governing body. It also covers the relationship between NAV and the performance of a fund, different fund types, structures and services available to investors in offshore jurisdictions and the legislative and regulatory frameworks affecting the funds sector.   

On successful completion of the exam, you will gain a specialised qualification from a recognised professional body to help improve your current performance, and equip you for future employment and career development within the funds sector. 


Assessment of the course is via one, three-hour exam which can be taken in June or November each year. The exam paper contains a mixture of short- and extended-answer questions with a pass mark of 50%.

You can choose to study this by yourself or to make use of extra tuition through one of our registered tuition providers. Our registered tuition providers offer different options to suit your situation and your budget, including distance learning, face-to-face classes and blended learning.


The fee for the ICSA Level 5 Certificate in Fund Administration is £765.

This includes:

  • Registration and certification
  • One exam entry (choice of next two available exam sessions)
  • Access to all the study materials for Fund Administration (including syllabus, ebook and sample and past exam papers)
  • ICSA study skills and revision webinars
  • Professional subscriber available at a reduced rate on successful completion of the qualification 

*All other fees (e.g. resits and postponements) follow the same pricing structure as our IFA Level 5 programmes.

Additional Fees
Postponement fee £82
Resit fee £165
Late exam entry (up to five days after closing date) £105
Extra late exam entry (more than five days after closing date) £210
Exam script report £84


To register for the Certificate in Fund Administration, please apply online and pay by credit or debit card. You will need to attach scanned copies of any relevant qualification certificates as part of your application. 

Apply here

When taking up student membership with ICSA, you will need to read and follow the Student Rules and Regulations and the Code of Professional Ethics and Conduct. Click the links below to read the documents.

If you are considering additional study support, you can find a full list of our registered tuition providers here

Please contact our Student Support team if you would like more information or require any help or advice.

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