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7 Reviews
Join the Investment Funds Program to learn effective fund management strategies and portfolio diversification!
7 Reviews
This program is designed to expose participants to investment funds, their types and how to form, organize, manage and invest in the operations of such funds. As well as how to manage risks and adhere to the regulations of investment funds, and manage risks of investment funds of all kinds.
Capital Market
Portfolio/ Fund
Not Exist
Lecture
Case Studies +2
Lecture
Case Studies
Dialogue Teams
Exercises and assignments
Pre Exam
Post Exam
Purchase Program
( 0)Available
To preview individual and groups discount policy, Click Here
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.
In Class Training-Online Training
Types of funds
Money market funds
Real estate investment trusts
Foreign funds: authorized
Bond and equity funds
Investment funds that are fully or partially guaranteed
Absolute return funds
Hedge funds
Concepts of investment strategy and risk
Asset properties and asset allocation
Regulatory environment for investment funds
Investment funds regulations and real estate investment funds regulations
Licensing requirements for investment funds
Offering investment fund units
Private placement requirements
Public offering requirements
The authority’s procedures and powers regarding the application for offering units of an investment fund
Reporting to unit owners
Pricing, calendar and redemption
Custodian independence
Postponing the subscription and redemption process
In Class Training-Online Training
Overview of investment fund operations
Dealing with investors
Subscriptions and redemptions
Know Your customer and anti-money laundering checks
Risks and indicators for measuring the performance of the fund
Fund management methods
Active management
Passive management
In Class Training-Online Training
Evaluating units and calculating the net asset value
Fund manager terms
Fund risk management
Risk management and compliance in the fund
Assessment and accounting
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.
