概要

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.

宗旨

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.

內容

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

對象

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.

If you've already enrolled in the examination and would like to enrol in the training programme, please contact us via email ([email protected]) or tel. on 3120 6100.