Investment Funds - Fundamentals

By the end of this course, you will be familiar with the basic principles of how investment funds work:

• Understand the basic concepts of UCIs
• be able to cite the legal aspects of UCIs
• understand how UCIs work
• To understand the standard transactions
• distinguish between the major fund types
• understand the players in the UCI industry

• Definition of UCI
• Background to the UCI industry
• Legal aspects
• Technical aspects
• Classification of UCIs
• Players in the fund industry

At the end of the training, the participants can download a certificate of attendance from their client portal House of Training.

Évaluation:

For this training course, an optional exam is available. In case of interest, candidates can choose a date from the list of proposed examinations sessions. Registration for the exam must be made at least five days before the chosen exam date. The exam is subject to a registration fee.

Autres informations:

This training is offered in blended-learning, you will receive access to a preparatory course in e-learning 5 days before the course.