CPD Fundamentals of Collective Investment Schemes 20_21


COB Category: Investments

Accreditation valid until: 31 May 2021

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

FPI approval number: FPI20050166

Course 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.

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Time allotted for course

The course consists of 4 topics with an assessment that needs to be completed. The time allotted for each aspect is as follows:

Topic number Title Word count Level Time allotted
Topic 1 Collective investment schemes defined 562 Intermediate 5 minutes
Topic 2 Collective investment scheme classification 5279 Intermediate 45 minutes
Topic 3 Market prices and fees 1959 Intermediate 20 minutes
Topic 4 Financial products with underlying investments in collective investment portfolios 4963 Intermediate 50 minutes
Assessment 45 minutes


    Total time 2 hours


Assessment and certification

After completion of the workshop the learner must complete an electronic assessment on the learning management system.

  • Form of assessment: Multiple Choice Questions
  • Number of questions: 15 questions
  • Duration: 45minutes
  • Competency mark: 60%

Upon obtaining a competency mark of 60% the learning will receive a certificate of completion. The learner will be afforded an opportunity to re-do the assessment up to a maximum of 3 times if the competency mark has not been achieved.