Certified Private Wealth Professional (CPWP) Module 1 Refresher Programme: Topic 3 - Investment Funds and Alternative Investments (eCourse)

Certified Private Wealth Professional (CPWP) Module 1 Refresher Programme: Topic 3 - Investment Funds and Alternative Investments (eCourse)

Overview

This course is designed to cover different types of investment funds offered to investors, for example unit trusts, mutual funds, pension funds, institutional funds, hedge funds and private equity (“PE”) funds. In addition, it will cover alternative investments, which are not traditional investments, for example, hedge funds, real estate, commodities and PE. They are usually less regulated and less liquid and may offer a higher risk-return profile.

Objective

On completing this course, you should be able to:
a. Understand essential features, risks, costs, benefits and fee structures of investment funds and unit trusts;
b. Understand different types of investment funds in terms of asset class, market, asset allocation (active vs passive), and other considerations (open-end vs closed-end);
c. Understand the contents of a fund factsheet and an audited annual report of an investment fund;
d. Evaluate fund performance through the use of benchmarks and risk-adjusted measures;
e. Identify potential red flags for an investment fund;
f. Understand the nature, key categories, advantages, and disadvantages of alternative investments;
g. Understand the role of alternative investments within asset allocation; and
h. Compare advantages and disadvantages of traditional investment funds versus hedge funds.

Content

Introduction
Section 1:Investment Funds
Section 2: Alternative Investments
Section 3: Islamic Finance
Conclusion

Who should attend

It is primarily targeted to CPWP candidates who wish to take the CPWP Module 1 Paper 1 Examination. It is also relevant to those PWM practitioners who would like to enhance their knowledge and skills in wealth management products.

Details

Code
TEPWM21008101
Venue
ePlatform
Language
English
Level
Introductory
Hours
SFC:2.00, PWMA:2.00
Fees
All Member: HK$800
Staff of Corporate Member: HK$800
Non-Member: HK$1600

If you'd like to enrol the training by Paper to enjoy a 10% discount off the standard price, please click here.

If you'd like to enrol the training and examination by Paper to enjoy a further 20% discount off the standard price, please select the month of the exam: MayJune.