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Target group, previous knowledge

  • Know the FUNDamentals (KtF) is particularly suitable for career changers and those re-entering the world of collective investment schemes.

  • Participants already have practical experience in the world of collective investment schemes.

  • Know the FUNDamentals offers participants the opportunity to deepen the knowledge of funds quickly and in a targeted manner for the requirements of professional activity.

Course description

  • Compact course, 3 days, including certificate examination

  • Current developments and expansion of product knowledge

  • Uniform terminology for professional exchange of participants

  • Broadening and deepening knowledge about collective investment schemes

  • All important contexts and regulatory basics

  • Very practical with use of fact sheets and fund regulations, also linking knowledge with legal texts

  • Active exchange between lecturers and participants

Table of contents

  • fund market, fund classifications

  • Legal basics, introduction to risk management, in-depth knowledge of licensees

  • Text length of individual points can be shorter or longer depending on your needs

  • NAV calculation, forward pricing, pricing

  • Basics of taxes and auditing

Teaching and learning format

  • Preparation: reading, asking questions, preparing, individual to individual learning modules.

  • Listening: presentations (experts), exchange, translating content into own language.

  • Individual as well as group work and presentations, Q&A

  • Processing: reading, asking questions and deepening

Course curriculum

    1. Welcome to Know the FUNDamentals

    2. Target group, previous knowledge

    3. Course description

    4. Table of contents

    5. Teaching and learning format

    1. 3 Days

About this course

  • Free
  • 6 lessons

Discover your potential, starting today

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Instructor

Andreas Wäschle

Fund Academy

Your Investments