COURSE DESCRIPTION

CPD Accreditation detail:

Professional Body: IOBSA

CPD hour allocation: CPD Hours (online learning): 4 CPD hours    

CPD Accreditation Number: IOB128

Learners will gain sufficient knowledge and understanding of Collective Investments as well as Hedge Funds. 

The course will provide learners with enough knowledge to be familiar with an investor’s risk analysis, the various investment instruments available and the selection of an appropriate investment solution for the client.

The following topics will be covered in this course:

Collective Investment Schemes

What does ‘participatory interest’ mean?

Types of collective investment schemes.

Structure of a collective investment scheme.

The Collective Investment Schemes Control Act (CISCA)

Fees and charges.

CIS tax efficiency.

Performance and other reporting.

Who should invest in CIS?.

Advantages and disadvantages of CIS.

Participatory interests in a CIS Hedge Fund.

What is a Hedge Fund?

CIS Hedge Fund structure.

CIS Hedge Fund role players.

Types of Hedge Funds?

How does a Hedge Fund differ from a Unit Trust?

Hedge Fund strategies.

Potential Hedge Fund risks.

Fees and charges.

Tax implications.

Who should invest in Hedge Funds?

Advantages and disadvantages of CIS Hedge Funds.

ADMISSION REQUIREMENTS

None 

WHO SHOULD REGISTER?

Existing Key Individuals, Representatives and anyone else in the industry required to earn CPD hours.