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(4.8/ 5) 42 Reviews
Deepen your understanding of investment funds with our program designed to introduce you to their types, formation, and the organization and management of their operations.
(4.8/ 5)
42 Learner Rating
This training program is designed to introduce participants to investment funds, their various types, and how to establish, organize, and efficiently manage their operations. The program also covers investment strategies within these funds, with a strong focus on risk management skills and full compliance with the regulatory requirements and professional standards governing investment funds. Participants will be equipped with the necessary tools to evaluate fund performance and analyze the associated financial risks, enabling them to make well-informed and effective investment decisions that protect capital and maximize returns in a dynamic investment environment.
Capital Market
Portfolio/ Fund
Not Exist
Lecture
Case Studies +2
Lecture
Case Studies
Dialogue Teams
Exercises and assignments
Pre Assessment
Post Assessment
Portfolio/Fund Analyst
Financial Analyst
Investor Relations Analys...
Risk Analyst
+1Portfolio/Fund Analyst
Financial Analyst
Investor Relations Analyst
Risk Analyst
Custody Operations Specialist
This provides you with the opportunity to select the available times that suit you best for participation in our program. These times represent slots during which we are ready to welcome you and provide assistance and guidance.
Self Learning
Module 1: The Current Investment Environment and Investment Basics
Module 2: Fund Operation
Module 3: Funds Advantages and Choosing an Investment Fund
Understand the procedures for offering investment fund units to ensure proper compliance and application.
Recognize the types, characteristics, operations and management features of investment funds.
Identify the reports to be submitted to unitholders for pricing, valuation, and redemption.
Understand the requirements for the custodian's independence to avoid conflicts of interest with management.
Recognize the risks and KPIs of investment funds to compare funds and choose based on the required risk level and return.