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.
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: 30 June 2022
CPD Points allocated: 6.0 points/hours on completion and pass of online assessment
FPI approval number: EVT-20210621-0025