Quickstep Training

Quickstep provides online training to the investment funds industry. Our corporate clients include investment managers, fund administrators, trustees, regulators, accounting and legal firms. Our individual clients include non-executive fund directors, investment operations professionals and support teams.

A Message From Alan Farrell, Founder

When I launched Quickstep in Ireland in 2005 my clients had a problem.  Fund operations teams were growing rapidly and there was a lack of experience at all levels.  Fund service providers needed product and accounting training for their middle and back office teams so they looked to the established training companies.

Big name learning providers had a wealth of training courses addressing financial services and financial markets but there was very little training created specifically with mutual fund and hedge fund operations teams in mind.

Quickstep filled the void by developing course content based on the specific needs of fund administrators, investment managers and trustees.  For the next 10 years Quickstep designed, developed and delivered bespoke face-to-face learning solutions for fund companies, large and small, around the world.  The result?  Thousands of participants on hundreds of courses have helped scores of fund companies deliver a better service to their clients.

It’s 2018 and many fund companies still have a problem.

  • “Training is too expensive.”
  • “My ops teams are based in 3 different locations”
  • “I can’t release the whole team for a training course”
  •  “Training courses don’t work; everyone forgets the stuff within a week!”

Those are the reasons why I launched our online training platform.  Now, training is not too expensive.  Fund operations teams around the world can complete the same training courses and at a time that suits everyone.  And my clients have 365-day access.  So the training platform also serves as a reference tool.

If you think we can help you help your people help your clients, get in touch.  No question is too small.


Alan Farrell

Before establishing Quickstep in 2005, Alan worked with leading fund administrators and fund managers in pricing, fund accounting and financial reporting. He has also lectured at Dublin Business School and the National College of Ireland on ACCA, CFA and Master in Finance programmes.  Alan is a fellow of the Association of Chartered Certified Accountants (FCCA).

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