Certificate in Fund Administration
In the complex world of asset management, fund administration is the operational backbone that ensures funds run smoothly, transparently, and in compliance with the law. The skills required to perform these functions are not just procedural necessities; they are strategic assets that protect investors, enable fund managers to focus on performance, and uphold the integrity of the entire financial system.
As funds face increasing pressure from investors for transparency, accuracy, and regulatory compliance, the demand for skilled fund administration professionals has never been higher. The role of a fund administrator has evolved from simple bookkeeping to a strategic partnership involving complex calculations, risk management, and technological integration.
Equalifi’s Certificate in Fund Administration is designed to establish a global benchmark for competence in fund administration. The cornerstone of this qualification is a rigorous examination that validates an individual’s knowledge and understanding of the core principles, practices, and regulations governing the fund administration landscape.
Topics Covered:
Exam Details
Equalifi is offering the Certificate in Fund Administration examination on an external, remote-proctored platform. Candidates can schedule an exam by paying the exam fee. Once the exam fee payment is done and exam registration is confirmed, the exam platform sends out the exam link by email to the candidates. Candidates can appear for the exam anytime any day within the next 1 year through this exam link from any place. Candidates need a good internet connection and a functional camera on their PC/ Laptop to appear for this exam.
Exam Structure:
| Name of Module | Type of Questions | Test Duration | No. of Questions | Maximum Marks | Pass Marks (%) | Negative Marking |
| Certificate in Fund Administration | MCQ | 2 Hrs | 100 | 100 | 50 | 20% |
Candidate Audit:
Equalifi will randomly audit a percentage of applications on a regular basis. Candidates will be responsible for providing the requested supporting documentation to verify their education and professional background as mentioned in the registration form. Equalifi’s practice is not to contact employers or educational institutions to obtain verification documentation on the candidate’s behalf. Failure to comply with the audit, falsification or misrepresentation of requested information and/or any unprofessional conduct will result in denial/cancellation of the exam registration and/or revocation of the program certificate. Candidates subject to audit will be notified by e-mail and will have 10 business days to respond. Once selected for audit, candidates will be required to satisfy the audit requirements before being able to receive the final certificate. Failure to comply with the audit will result in forfeiting all fees. Additionally, a candidate who does not comply with the audit will be subject to audit if reapplying for a future testing window.
Fee Details:
Exam Fee: INR 3,540
*Fee mentioned is inclusive of GST. Exam fee is applicable for each attempt.
Exam Preparatory Material
You can access the course tutorial recordings and study material in the Fund Administration Leaders Program- Cohort II folder in the Equalifi Membership Portal. Set up your free Equalifi Virtual Membership account here
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