P210601SWF

Building Blocks for Asset Management - Public Markets

Programme Scheme : IBF-STS and, Core FAA / SFA CPD


Programme Title Building Blocks for Asset Management - Public Markets
Programme Scheme IBF-STS and, Core FAA / SFA CPD
Training Provider Wealth Management Institute Limited
Purpose of Programme

This course provides an introduction to the basic technical building blocks in asset management, starting with an overview of the financial services and asset management landscape and various investment fund vehicles. Participants will also be taught what are the types of fees charged by funds, how a fund is priced and learn how to read a fund fact sheet. An overview of key functions supporting an asset management organization will also be taught, I.e. fund administration, fund settlement process. Participants will also learn about the challenges and opportunities facing asset management i.e. separate legal structures in various countries and help with fund passporting.

Programme Website http://www.wmi.edu.sg
Programme Prospectus Click here to download file
Type of Programme Training & Assessment
Industry Segment Asset Management
Location of Training
Training Duration/ CPD Hours: Total: 13 Hr(s)
2 Full Day(s) over 1 Month(s)

Core FAA CPD: 2.5 Hr(s)
Core SFA CPD: 2.5 Hr(s)
Name of Contact Person: Nathan Ong
Designation Senior Lead Programme Manager
DID 69945614
Email nathanong@wmi.edu.sg
Skills Category Skills and Competencies Proficiency Level
A. Business Development and Strategy Management A17. Proposal Management 3

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