The fundamental of collective investment schemes is an online 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: 1 August 2022 to 31 July 2023
CPD Hours Allocated: 6.0 hours on completion and pass of online assessment
FPI Approval Number: