Program Brief

Capital markets have developed investment products that provide ready-made alternatives that are subject to wise management, and at a relatively low cost. Among the most important of these alternatives are investment funds in which the investor can buy a share to ensure that he contributes to a variety of promising investments. Mutual funds are one of the most popular strategies for getting returns. This program is designed to familiarize participants with investment funds and their types, and how to configure, organize and manage the operations of these funds and invest in them. As well as how to manage risks and comply with the regulations of investment funds.

Program Goals

At the end of the training program, the participant should be able to:

  • Familiarize yourself with the procedures for offering investment fund units to adhere to and apply them correctly.
  • Identifying the types of funds, their characteristics, their operation, and administrative features to evaluate the performance of the funds.
  • Identify the reports that are required to be submitted to unit owners for pricing, evaluation, and redemption.
  • Understand the requirement for the independence of the custodian to avoid conflict of interests with management.
  • Identify the risks and indicators of the funds' performance to compare the funds and choose according to the level of risk and the required return.
Program Agenda
Module 1: The Current Investment Environment and Investment Basics
  • 1 Types of funds

    • 2 Money market funds

      • 3 Real estate investment trusts

        • 4 Foreign funds: authorized

          • 5 Bond and equity funds

            • 6 Investment funds that are fully or partially guaranteed

              • 7 Absolute return funds

                • 8 Hedge funds

                  • 9 Concepts of investment strategy and risk

                    • 10 Asset properties and asset allocation

                      • 11 Regulatory environment for investment funds

                        • 12 Investment funds regulations and real estate investment funds regulations

                          • 13 Licensing requirements for investment funds

                            • 14 Offering investment fund units

                              • 15 Private placement requirements

                                • 16 Public offering requirements

                                  • 17 The authority’s procedures and powers regarding the application for offering units of an investment fund

                                    • 18 Reporting to unit owners

                                      • 19 Pricing, calendar and redemption

                                        • 20 Custodian independence

                                          • 21 Postponing the subscription and redemption process

                                            Module 2: Fund Operation
                                            • 1 Overview of investment fund operations

                                              • 2 Dealing with investors

                                                • 3 Subscriptions and redemptions

                                                  • 4 Know Your customer and anti-money laundering checks

                                                    • 5 Risks and indicators for measuring the performance of the fund

                                                      • 6 Fund management methods

                                                        • 7 Active management

                                                          • 8 Passive management

                                                            Module 3: Funds Advantages and Choosing an Investment Fund
                                                            • 1 Evaluating units and calculating the net asset value

                                                              • 2 Fund manager terms

                                                                • 3 Fund risk management

                                                                  • 4 Risk management and compliance in the fund

                                                                    • 5 Assessment and accounting

                                                                      Program Requirements

                                                                      Not Available

                                                                      Program Path

                                                                      Names of the training programs that are integrated (enriched) with the training program:

                                                                      Names of the training programs that after the training program:

                                                                      Program Method
                                                                      • Lecture
                                                                      • Case Studies
                                                                      • Dialogue Teams
                                                                      • Exercises and assignments
                                                                      Evaluation Method
                                                                      • Pre Exam
                                                                      • Post Exam
                                                                      Training Type
                                                                      • In Class Training
                                                                      • Online Training
                                                                      Partners

                                                                      Not Available

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