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Overview

The fundamentals of collective investment schemes is an on-line course considering the important concepts applicable to collective investment schemes. The course is an introductory /refresher course outlining concepts relating to collective investment schemes including the 2018 ASISA classification of collective investment schemes and financial products with underlying investments in collective investment portfolios.

Course accreditation

CPD Category: Online program

COB Category: Investments

Financial planning component: Asset Management | Retirement Planning | Tax Planning

Advice component: Investments and Investment Risk | Pension and Retirement

Accreditation valid until: 31 May 2021

CPD Points allocated: 2 points/hours on completion and pass of online assessment

FPI approval number: FPI20050166