Wealth Management

Fundamentals of Investment Funds

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, etc.

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; and
e. Identify potential red flags for an investment fund

內容

- Introduction
- Investment Funds
- Conclusion

對象

It is relevant to those PWM practitioners who would like to enhance their knowledge and skills in wealth management products.

詳情

活動編號
TEPWM20011101
地點
網上平台
相關主題
第1類 - 證券交易
第4類 - 就證券提供意見
第9類 - 提供資產管理
標籤
語言
英文
級別
Introductory
課程時數
SFC:1.50, PWMA:1.50
費用
所有會員: HK$450
機構會員員工: HK$450
非會員: HK$900