CPD Fundamentals of Collective Investment Schemes 21_22



COB Category: Investments

Accreditation valid until: 30 June 2022

CPD Points allocated: 6 hours | points on completion and pass of assessment

ISSA Approval number: EVT-20210621-0025

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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 15 minutes
Topic 2 Collective investment scheme classification 5 279 Intermediate 130 minutes
Topic 3 Market prices and fees 1 959 Intermediate 50 minutes
Topic 4 Financial products with underlying investments in collective investment portfolios 4 963 Intermediate 120 minutes
Assessment 45 minutes


    Total time 6.0 hours





Assessment and certification

After completion of the workshop, the learner must complete an electronic assessment of 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 learner 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.