A Strong Partnership: NCA and FUND ACADEMY

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Target group, previous knowledge

  • FUND Basics is particularly suitable for newcomers and career changers in the world of collective investment schemes.

  • Participants have some experience in the world of finance, but little experience in collective investment schemes.

  • FUND Basics offers participants the opportunity to build up their knowledge of collective investment schemes quickly and in a targeted manner.

Course description

  • Compact course, 1 day, including short test

  • Introduction to the world of collective investment schemes

  • Current developments in the market environment and building up product knowledge

  • Standardised terminology for a professional exchange between participants

  • All important terms and classifications in connection with funds

  • Very practical with the use of fact sheets and fund regulations

  • Active exchange between lecturers and participants

Table of contents

  • Current economic and stock market environment

  • Market and products: fundamentals of the fund business / fund market; characteristics / how funds work / use and benefits, range of funds / classification

  • Legal basics

  • Introduction to fund pricing / fund costs

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 FUND Basics

    2. Target group, previous knowledge

    3. Course description

    4. Table of contents

    5. Teaching and learning format

    1. 08:30 - 17:00

About this course

  • Free
  • 6 lessons

Discover your potential, starting today

Enroll today

Instructor

Andreas Wäschle

Fund Academy

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