The course explores essential areas including investment instruments and accounts, IFRS and ASC standards for fair value, income and expense tracking, tax implications, and the finalization of investment books—all enriched with real-world portfolio accounting scenarios.
Completing this course opens doors to roles like Portfolio Accountant, Investment Accounting Associate, Asset Management Analyst, Fund Accounting Executive, and Compliance and Valuation Analyst. Entry-level salaries start around $45,000, with mid-career professionals earning $120,000–$190,000+ depending on specialization and region.
Practical learning is emphasized through real-time simulation explanation videos, form-by-form walkthroughs, error-spotting tips, and finalization processes. This format helps learners apply technical knowledge in realistic filing scenarios, especially in Drake’s tax software environment.
Participants benefit from structured, easy-to-follow video instruction led by experienced professionals, supported by practical examples and scenario-based walkthroughs. Every module is designed to apply theoretical knowledge to real-life accounting settings.
The instructors are seasoned professionals with deep experience in fund accounting, investment compliance, IFRS/ASC implementation, and financial reporting. Their backgrounds ensure participants receive insights that are relevant, practical, and aligned with current industry standards.
