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IFID Distance Learning Programme
 
Established for over 40 years as THE qualification for the fixed income market, the IFID training programme puts emphasis on developing practical skills for trading, investment and risk management. This is a demanding, examined course aimed at developing a broad and in-depth knowledge of the key fixed income instruments, derivatives and markets.
 
The syllabus contains five topic sections:
  • Fixed income analysis
  • Rates trading and hedging
  • Structured securities
  • Credit analysis and products
  • Portfolio & risk management.
As a second-level qualification, the IFID certificate syllabus requires that the candidates should already have some familiarity with the below listed topics (note that Background Reading is provided on the below topics for those who wish some reading on any of the topics).
  • Fundamental Numerical Skills
  • Overview of Financial Markets and Participants
  • The Main Fixed Income Securities

Benefits of the Distance Learning version:

Total flexibility – students work through the training programme in their own time (subject to a six month exam deadline), pace and location; no need to take time off work or away from home.

Ongoing support – expert e-tutors at the IFID OnLine Campus are available on demand to answer questions and to give practical guidance.


OnLine Campus Tutor – Gail Rolland

Gail has ten years of fixed income experience in London and New York in the areas of sales and trading and new product structuring. Since the mid-1990s she has worked with ICMA Executive Education in addition to running her own financial markets training firm and has particular expertise in advising to the insurance industry on capital market investment strategies.




 



The training material is provided with a fully bound book covering the entire IFID content. In addition, the On-Line Campus, hosted on the University of Reading’s “Blackboard” On-Line learning system provides a variety of other resources including the Discussion Board to post questions and debate issues with both the On-Line Campus Tutor and other candidates.

Click here to download the detailed IFID syllabus.

IFID Online Campus

The Online Campus is to support you in your self-study. It provides you with a wealth of information including:
  • a link to the electronic version of the entire IFID content hosted by WileyPLUS, a state-of-the-art platform for finance education;
  • additional background reading;
  • a full 75 question practice exam paper;
  • a discussion board that allows you to post questions to the online Tutor who will support you over your entire course of study by responding to your questions online.
If you are already a registered IFID student then you can login to the IFID Online Campus here.


Exam


The exam is sat in the offices of Prometric, the recognized global leader in technology-enabled testing and assessment services. Prometric has numerous testing centres around the world and is represented in all major cities globally. Please refer to www.prometric.com for further information.



 


Costs:


£1,500.00 for Members and £1,950.00 for non-members

Please use our online registration to register for this seminar.

Course materials will be provided to candidates in electronic format prior to the start of programme. Please ensure that you have access to this document during the course by either printing off a copy or by downloading it on your laptop, iPad or Tablet.

Should you require a hard copy of the course materials, there is a charge for printing off and sending the course materials to the training venue.  Please contact education@icmagroup.org a minimum of two weeks before the course start date for further details on this.

Payment can be made by secure online credit card or by invoice. Please note that selecting the invoice method will add £50 (administration fee) to the course price.

 

Contact:

Should you have any queries about the training seminar please contact David Senior on +44 20 7213 0329 or e-mail education@icmagroup.org




IFID Distance Learning certificate holders
 
The names of the successful candidates from previous examinations are included in our list of certificate holders.



Michal Klestinec

Organisation: National Bank of Slovakia
Job title: Senior Portfolio Manager

Describe what you do on a day to day basis in your job:
Portfolio management of own investment portfolio consisting of covered bonds, government bonds and senior unsecured bonds, together with its hedging and monitoring.

Reasons for taking the course:
I discussed the opportunity of developing my knowledge with other market participants and one of the proposed certificates was the IFID.  The description of the certificate and its straight focus on the part of financial markets I cover was the reason I decided to study the certificate.

Benefits of taking this course:
The course gave me exactly what I expected based on its structure, such as an overview of all asset classes, which portfolio managers have to understand when managing their portfolios.  It helped me to better understand various areas and made my work more efficient.




Sebastiaan Zitman


Organisation: Shell Asset Management Company
Job title: Officer Corporate Actions & Static Data

Describe what you do on a day to day basis in your job:
In my current job I am responsible for the front to end processing of corporate actions on bonds.  Another challenge is to align security details with our internal systems in order to improve straight through processing of trades.

Reasons for taking the course:
Due to my educational background and working activities I have become more interested in fixed income markets.  The IFID course was a perfect fit for my personal needs to gain in depth knowledge in this particular area of the financial markets.

Benefits of taking this course:
The course provides a good understanding of bonds, futures and other related derivatives from a trading perspective. This will be very useful in my current function and potential future jobs.  Most helpful are topics covering less straightforward products like index linked bonds and ABS.




Marwan Abi Chaker


Organisation: Middle East Capital Group
Job title: Relationship Manager (In-charge of Fixed Income Sales)

Describe what you do on a day to day basis in your job:
Provide research and news to private investors;
Follow up on their portfolio position & margin positions;
Suggest Fixed Income investments;
Provide fixed income switching ideas;
Execute fixed income trades.

Reasons for taking the course:

I wanted to improve my understanding and self-development of the subject and the IFID certification has provided me with the tools and concepts. The IFID was the perfect fit.

Benefits of taking this course:
Becoming an IFID student enhanced my technical skills, understanding of concepts and awareness of all aspects of fixed income & derivatives usage. Getting enrolled indirectly in a network of professional practitioners means I will be able to stay up-to-date with any changes in trading strategies and share ideas.






 

 
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