Investment and Portfolio Analysis

Portfolio Theory - Part 6

概要

CIS are funds that pool together money from different investors. By investing the funds in many different companies, the funds can be well-diversified. This course explains the features of CIS and introduces the different categories of CIS; authorized, recognized and unregulated CIS. You will also learn about the attractions and drawbacks of investing in a CIS.

宗旨

On completion of this course, you will be able to:
- Define a collective investment scheme (CIS) and understand its different structures
- Distinguish between the different types of CIS
- Identify the advantages and disadvantages of a CIS for an investor

內容

Topic 1: Features of Collective Investment Schemes (CIS)
Topic 2: Types of CIS
Topic 3: Benefits & Drawbacks of CIS for Investors

詳情

活動編號
TEBIP18001401
地點
網上平台
相關主題
第9類 - 提供資產管理
語言
英文
級別
Introductory
課程時數
SFC:1.00, PWMA:1.00
費用
所有會員: HK$300
機構會員員工: HK$300
非會員: HK$450